Geneos Wealth Management’s Obsidian Energy OBE Stock Holding History

Geneos Wealth Management’s Portfolio OBE Stock Details OBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5K	Sell	528 -71	-12%	-$543	﹤0.01%	2162
2025 Q4	$3.67K	Hold	599	–	–	﹤0.01%	2216
2025 Q3	$3.92K	Hold	599	–	–	﹤0.01%	2200
2025 Q2	$3.32K	Sell	599 -855	-59%	-$4.23K	﹤0.01%	2691
2025 Q1	$8.52K	Buy	1,454 +767	+112%	+$4.23K	﹤0.01%	2613
2024 Q4	$3.99K	Hold	687	–	–	﹤0.01%	2404
2024 Q3	$3.82K	Sell	687 -176	-20%	-$1.18K	﹤0.01%	2145
2024 Q2	$6.46K	Hold	863	–	–	﹤0.01%	1660
2024 Q1	$7.13K	Hold	863	–	–	﹤0.01%	1631
2023 Q4	$5.89K	Hold	863	–	–	﹤0.01%	1694
2023 Q3	$7.14K	Hold	863	–	–	﹤0.01%	1650
2023 Q2	$5.06K	Hold	863	–	–	﹤0.01%	1739
2023 Q1	$5.51K	Hold	863	–	–	﹤0.01%	1703
2022 Q4	$5.72K	Hold	863	–	–	﹤0.01%	1679
2022 Q3	$6K	Sell	863 -560	-39%	-$4.54K	﹤0.01%	1655
2022 Q2	$10K	Sell	1,423 -25	-2%	-$221	﹤0.01%	1948
2022 Q1	$12K	Buy	+1,448	New	+$11.5K	﹤0.01%	2013

Other funds holding OBE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

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

Geneos Wealth Management reduced its Obsidian Energy (OBE) stake by 12% in Q1 2026, selling an estimated $543 and leaving 528 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Geneos Wealth Management first reported a position in OBE in Q1 2022 and has held it in 17 quarters since. The position peaked at $12K in Q1 2022. 98 funds tracked by Wall St. Rank hold OBE as of Q1 2026.

Geneos Wealth Management held 528 shares of Obsidian Energy worth $5K as of Q1 2026.
Geneos Wealth Management sold 71 Obsidian Energy shares in Q1 2026, an estimated $543.
Obsidian Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2162 holding.
Geneos Wealth Management first reported a position in Obsidian Energy in Q1 2022 and has held it in 17 quarters since.
Geneos Wealth Management's Obsidian Energy position peaked at $12K in Q1 2022.
98 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2026.

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