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 Q2	$4.29K	Hold	528	–	–	﹤0.01%	2219
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 -88	-13%	-$436	﹤0.01%	2691
2025 Q1	$4.03K	Hold	687	–	–	﹤0.01%	2588
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 $672B AUM 33.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Geneos Wealth Management's OBE Position: Q2 2026 in Review

Geneos Wealth Management held its Obsidian Energy (OBE) position steady in Q2 2026 at 528 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Geneos Wealth Management first reported a position in OBE in Q1 2022 and has held it in 18 quarters since. The position peaked at $12K in Q1 2022. 104 funds tracked by Wall St. Rank hold OBE as of Q2 2026.

Geneos Wealth Management held 528 shares of Obsidian Energy worth $4.29K as of Q2 2026.
Geneos Wealth Management left its Obsidian Energy share count unchanged in Q2 2026.
Obsidian Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2219 holding.
Geneos Wealth Management first reported a position in Obsidian Energy in Q1 2022 and has held it in 18 quarters since.
Geneos Wealth Management's Obsidian Energy position peaked at $12K in Q1 2022.
104 funds tracked by Wall St. Rank held Obsidian Energy as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.