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Geneos Wealth Management’s Kinder Morgan KMI Stock Holding History

Geneos Wealth Management’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11M Sell
328,760
-23,620
-7% -$738K 0.26% 88
2025
Q4 		$9.69M Buy
352,380
+11,733
+3% +$317K 0.24% 102
2025
Q3 		$9.64M Buy
340,647
+5,366
+2% +$147K 0.24% 98
2025
Q2 		$9.86M Sell
335,281
-179,009
-35% -$4.91M 0.24% 100
2025
Q1 		$14.7M Buy
514,290
+329,306
+178% +$9.12M 0.21% 119
2024
Q4 		$5.07M Buy
184,984
+4,862
+3% +$127K 0.18% 132
2024
Q3 		$3.98M Sell
180,122
-7,405
-4% -$156K 0.15% 162
2024
Q2 		$3.73M Buy
187,527
+2,549
+1% +$48.6K 0.17% 140
2024
Q1 		$3.39M Buy
184,978
+5,966
+3% +$104K 0.16% 167
2023
Q4 		$3.16M Sell
179,012
-3,616
-2% -$61.6K 0.16% 159
2023
Q3 		$3.03M Buy
182,628
+7,078
+4% +$122K 0.16% 162
2023
Q2 		$3.02M Buy
175,550
+3,560
+2% +$60.5K 0.16% 157
2023
Q1 		$3.01M Buy
171,990
+16,986
+11% +$302K 0.18% 143
2022
Q4 		$2.8M Buy
155,004
+17,566
+13% +$316K 0.17% 142
2022
Q3 		$2.29M Sell
137,438
-56,378
-29% -$1M 0.16% 141
2022
Q2 		$3.29M Buy
193,816
+4,688
+2% +$87.8K 0.16% 143
2022
Q1 		$3.58M Buy
189,128
+23,198
+14% +$408K 0.15% 153
2021
Q4 		$2.63M Sell
165,930
-4,362
-3% -$72.6K 0.1% 208
2021
Q3 		$2.88M Sell
170,292
-6,213
-4% -$106K 0.11% 193
2021
Q2 		$3.28M Sell
176,505
-6,230
-3% -$111K 0.13% 174
2021
Q1 		$3.12M Buy
182,735
+4,110
+2% +$62.8K 0.09% 228
2020
Q4 		$2.79M Buy
178,625
+27,589
+18% +$369K 0.11% 195
2020
Q3 		$1.87M Buy
151,036
+6,996
+5% +$97.5K 0.1% 203
2020
Q2 		$2.08M Buy
144,040
+3,006
+2% +$45.7K 0.12% 183
2020
Q1 		$1.94M Buy
141,034
+13,583
+11% +$258K 0.13% 168
2019
Q4 		$2.69M Sell
127,451
-4,668
-4% -$94.5K 0.14% 168
2019
Q3 		$2.73M Sell
132,119
-2,964
-2% -$60.8K 0.16% 154
2019
Q2 		$2.82M Buy
135,083
+520
+0.4% +$10.5K 0.17% 145
2019
Q1 		$2.69M Buy
134,563
+1,483
+1% +$27.7K 0.18% 149
2018
Q4 		$2.03M Buy
133,080
+5,018
+4% +$84.9K 0.15% 162
2018
Q3 		$2.27M Buy
128,062
+1,956
+2% +$35K 0.15% 162
2018
Q2 		$2.23M Sell
126,106
-15,712
-11% -$257K 0.17% 135
2018
Q1 		$2.13M Sell
141,818
-6,152
-4% -$107K 0.19% 123
2017
Q4 		$2.67M Buy
147,970
+9,713
+7% +$174K 0.24% 111
2017
Q3 		$2.65M Sell
138,257
-4,425
-3% -$86.2K 0.26% 109
2017
Q2 		$2.73M Sell
142,682
-10,043
-7% -$200K 0.28% 95
2017
Q1 		$3.32M Sell
152,725
-12,556
-8% -$274K 0.35% 79
2016
Q4 		$3.42M Sell
165,281
-9,222
-5% -$195K 0.45% 53
2016
Q3 		$4.04M Sell
174,503
-995
-0.6% -$21.1K 0.54% 43
2016
Q2 		$3.28M Buy
175,498
+5,583
+3% +$99.5K 0.48% 48
2016
Q1 		$2.94M Buy
+169,915
New +$2.78M 0.45% 46

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management reduced its Kinder Morgan (KMI) stake by 6.7% in Q1 2026, selling an estimated $738K and leaving 328,760 shares worth $11M. The position accounts for 0.26% of the portfolio, ranked #88.

Geneos Wealth Management first reported a position in KMI in Q1 2016 and has held it in 41 quarters since. The position peaked at $14.7M in Q1 2025. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Geneos Wealth Management held 328,760 shares of Kinder Morgan worth $11M as of Q1 2026.
  • Geneos Wealth Management sold 23,620 Kinder Morgan shares in Q1 2026, an estimated $738K.
  • Kinder Morgan made up 0.26% of Geneos Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Geneos Wealth Management first reported a position in Kinder Morgan in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Kinder Morgan position peaked at $14.7M in Q1 2025.
  • 1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

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