GWM
EXE

Geneos Wealth Management’s Expand Energy Corp EXE Stock Holding History

Geneos Wealth Management’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$189K Sell
1,719
-15
-0.9% -$1.6K ﹤0.01% 974
2025
Q4 		$191K Buy
1,734
+942
+119% +$104K ﹤0.01% 940
2025
Q3 		$84.1K Sell
792
-69
-8% -$6.92K ﹤0.01% 1179
2025
Q2 		$101K Sell
861
-1,228
-59% -$137K ﹤0.01% 1254
2025
Q1 		$233K Buy
2,089
+1,436
+220% +$149K ﹤0.01% 1164
2024
Q4 		$65K Buy
653
+14
+2% +$1.29K ﹤0.01% 1218
2024
Q3 		$52.6K Buy
639
+400
+167% +$30.5K ﹤0.01% 1183
2024
Q2 		$19.6K Buy
239
+100
+72% +$8.83K ﹤0.01% 1357
2024
Q1 		$12.3K Hold
139
– – ﹤0.01% 1501
2023
Q4 		$10.7K Hold
139
– – ﹤0.01% 1533
2023
Q3 		$12K Hold
139
– – ﹤0.01% 1516
2023
Q2 		$11.6K Hold
139
– – ﹤0.01% 1534
2023
Q1 		$10.6K Hold
139
– – ﹤0.01% 1537
2022
Q4 		$13.1K Hold
139
– – ﹤0.01% 1458
2022
Q3 		$13K Sell
139
-171
-55% -$16.1K ﹤0.01% 1455
2022
Q2 		$25K Buy
310
+2
+0.6% +$181 ﹤0.01% 1599
2022
Q1 		$26K Buy
308
+2
+0.7% +$147 ﹤0.01% 1684
2021
Q4 		$19K Buy
306
+75
+32% +$4.76K ﹤0.01% 1917
2021
Q3 		$14K Sell
231
-19
-8% -$1.06K ﹤0.01% 2097
2021
Q2 		$13K Sell
250
-95
-28% -$4.74K ﹤0.01% 2110
2021
Q1 		$15K Buy
+345
New +$15.2K ﹤0.01% 2222

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geneos Wealth Management's EXE Position: Q1 2026 in Review

Geneos Wealth Management reduced its Expand Energy Corp (EXE) stake by 0.87% in Q1 2026, selling an estimated $1.6K and leaving 1,719 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Geneos Wealth Management first reported a position in EXE in Q1 2021 and has held it in 21 quarters since. The position peaked at $233K in Q1 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Geneos Wealth Management held 1,719 shares of Expand Energy Corp worth $189K as of Q1 2026.
  • Geneos Wealth Management sold 15 Expand Energy Corp shares in Q1 2026, an estimated $1.6K.
  • Expand Energy Corp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #974 holding.
  • Geneos Wealth Management first reported a position in Expand Energy Corp in Q1 2021 and has held it in 21 quarters since.
  • Geneos Wealth Management's Expand Energy Corp position peaked at $233K in Q1 2025.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.