Geneos Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $154K | Sell |
3,234
-100
| -3% | -$4.75K | ﹤0.01% | 1083 |
|
|
2026
Q1 | $169K | Sell |
3,334
-49
| -1% | -$2.38K | ﹤0.01% | 1014 |
|
|
2025
Q4 | $151K | Sell |
3,383
-25
| -0.7% | -$1.15K | ﹤0.01% | 1018 |
|
|
2025
Q3 | $156K | Sell |
3,408
-5,266
| -61% | -$225K | ﹤0.01% | 988 |
|
|
2025
Q2 | $349K | Sell |
8,674
-2,437
| -22% | -$101K | 0.01% | 814 |
|
|
2025
Q1 | $816K | Buy |
11,111
+4,219
| +61% | +$168K | 0.01% | 738 |
|
|
2024
Q4 | $274K | Buy |
6,892
+904
| +15% | +$37.8K | 0.01% | 739 |
|
|
2024
Q3 | $266K | Buy |
5,988
+4,357
| +267% | +$183K | 0.01% | 697 |
|
|
2024
Q2 | $62.4K | Sell |
1,631
-48
| -3% | -$1.86K | ﹤0.01% | 998 |
|
|
2024
Q1 | $64.8K | Hold |
1,679
| – | – | ﹤0.01% | 979 |
|
|
2023
Q4 | $61.6K | Sell |
1,679
-762
| -31% | -$27.6K | ﹤0.01% | 997 |
|
|
2023
Q3 | $83.4K | Buy |
2,441
+845
| +53% | +$31.4K | ﹤0.01% | 923 |
|
|
2023
Q2 | $62.1K | Hold |
1,596
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q1 | $63.9K | Buy |
1,596
+300
| +23% | +$12.1K | ﹤0.01% | 998 |
|
|
2022
Q4 | $54.4K | Sell |
1,296
-300
| -19% | -$11.7K | ﹤0.01% | 1025 |
|
|
2022
Q3 | $59K | Sell |
1,596
-1,337
| -46% | -$52.8K | ﹤0.01% | 971 |
|
|
2022
Q2 | $115K | Buy |
2,933
+483
| +20% | +$20.6K | 0.01% | 963 |
|
|
2022
Q1 | $112K | Sell |
2,450
-291
| -11% | -$12.3K | ﹤0.01% | 1047 |
|
|
2021
Q4 | $113K | Sell |
2,741
-171
| -6% | -$6.59K | ﹤0.01% | 1113 |
|
|
2021
Q3 | $104K | Hold |
2,912
| – | – | ﹤0.01% | 1158 |
|
|
2021
Q2 | $109K | Sell |
2,912
-1,010
| -26% | -$37.6K | ﹤0.01% | 1130 |
|
|
2021
Q1 | $148K | Sell |
3,922
-180
| -4% | -$5.88K | ﹤0.01% | 1107 |
|
|
2020
Q4 | $100K | Sell |
4,102
-22,933
| -85% | -$687K | ﹤0.01% | 1145 |
|
|
2020
Q3 | $773K | Buy |
27,035
+23,919
| +768% | +$750K | 0.04% | 342 |
|
|
2020
Q2 | $114K | Sell |
3,116
-1,225
| -28% | -$50.6K | 0.01% | 855 |
|
|
2020
Q1 | $167K | Sell |
4,341
-173
| -4% | -$8.04K | 0.01% | 671 |
|
|
2019
Q4 | $218K | Sell |
4,514
-66
| -1% | -$3.15K | 0.01% | 673 |
|
|
2019
Q3 | $221K | Sell |
4,580
-35
| -0.8% | -$1.58K | 0.01% | 624 |
|
|
2019
Q2 | $197K | Buy |
4,615
+123
| +3% | +$5.17K | 0.01% | 668 |
|
|
2019
Q1 | $186K | Sell |
4,492
-599
| -12% | -$23.8K | 0.01% | 664 |
|
|
2018
Q4 | $189K | Sell |
5,091
-1,592
| -24% | -$60.3K | 0.01% | 624 |
|
|
2018
Q3 | $248K | Buy |
6,683
+724
| +12% | +$26.5K | 0.02% | 569 |
|
|
2018
Q2 | $213K | Sell |
5,959
-1,266
| -18% | -$43.4K | 0.02% | 555 |
|
|
2018
Q1 | $245K | Buy |
7,225
+2,487
| +52% | +$79.9K | 0.02% | 480 |
|
|
2017
Q4 | $145K | Sell |
4,738
-1,409
| -23% | -$45.8K | 0.01% | 630 |
|
|
2017
Q3 | $189K | Sell |
6,147
-500
| -8% | -$15.7K | 0.02% | 522 |
|
|
2017
Q2 | $193K | Sell |
6,647
-418
| -6% | -$12.4K | 0.02% | 505 |
|
|
2017
Q1 | $224K | Sell |
7,065
-222
| -3% | -$6.85K | 0.02% | 452 |
|
|
2016
Q4 | $225K | Buy |
7,287
+267
| +4% | +$8.55K | 0.03% | 432 |
|
|
2016
Q3 | $232K | Buy |
7,020
+62
| +0.9% | +$2.11K | 0.03% | 413 |
|
|
2016
Q2 | $244K | Buy |
6,958
+1,041
| +18% | +$35.3K | 0.04% | 396 |
|
|
2016
Q1 | $213K | Buy |
+5,917
| New | +$199K | 0.03% | 422 |
|
Other funds holding FE
Geneos Wealth Management's FE Position: Q2 2026 in Review
Geneos Wealth Management reduced its FirstEnergy (FE) stake by 3% in Q2 2026, selling an estimated $4.75K and leaving 3,234 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.
Geneos Wealth Management first reported a position in FE in Q1 2016 and has held it in 42 quarters since. The position peaked at $816K in Q1 2025. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.
- Geneos Wealth Management held 3,234 shares of FirstEnergy worth $154K as of Q2 2026.
- Geneos Wealth Management sold 100 FirstEnergy shares in Q2 2026, an estimated $4.75K.
- FirstEnergy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1083 holding.
- Geneos Wealth Management first reported a position in FirstEnergy in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's FirstEnergy position peaked at $816K in Q1 2025.
- 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.