Geneos Wealth Management
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Geneos Wealth Management’s Centrus Energy LEU Stock Holding History

Geneos Wealth Management’s Portfolio LEU Stock Details LEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.58K Hold
40
– – ﹤0.01% 2604
2026
Q2 		$6.72K Hold
40
– – ﹤0.01% 2106
2026
Q1 		$6.94K Buy
+40
New +$9.6K ﹤0.01% 2084

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geneos Wealth Management's LEU Position: Q3 2026 in Review

Geneos Wealth Management held its Centrus Energy (LEU) position steady in Q3 2026 at 40 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

Geneos Wealth Management first reported a position in LEU in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.94K in Q1 2026. 223 funds tracked by Wall St. Rank hold LEU as of Q3 2026.

  • Geneos Wealth Management held 40 shares of Centrus Energy worth $5.58K as of Q3 2026.
  • Geneos Wealth Management left its Centrus Energy share count unchanged in Q3 2026.
  • Centrus Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2604 holding.
  • Geneos Wealth Management first reported a position in Centrus Energy in Q1 2026 and has held it in 3 quarters since.
  • Geneos Wealth Management's Centrus Energy position peaked at $6.94K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Centrus Energy as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.