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Geneos Wealth Management’s OGE Energy OGE Stock Holding History

Geneos Wealth Management’s Portfolio OGE Stock Details OGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$396K Sell
8,260
-470
-5% -$21.5K 0.01% 763
2025
Q4 		$373K Sell
8,730
-394
-4% -$17.6K 0.01% 748
2025
Q3 		$422K Sell
9,124
-1,637
-15% -$73.3K 0.01% 698
2025
Q2 		$478K Sell
10,761
-7,379
-41% -$327K 0.01% 724
2025
Q1 		$834K Buy
18,140
+10,250
+130% +$446K 0.01% 728
2024
Q4 		$325K Sell
7,890
-242
-3% -$10.1K 0.01% 687
2024
Q3 		$334K Buy
8,132
+1,183
+17% +$45.9K 0.01% 644
2024
Q2 		$248K Hold
6,949
– – 0.01% 656
2024
Q1 		$238K Sell
6,949
-1,165
-14% -$39.1K 0.01% 656
2023
Q4 		$283K Sell
8,114
-419
-5% -$14.5K 0.01% 591
2023
Q3 		$284K Sell
8,533
-356
-4% -$12.5K 0.01% 588
2023
Q2 		$319K Sell
8,889
-416
-4% -$15.3K 0.02% 572
2023
Q1 		$350K Buy
9,305
+5,876
+171% +$221K 0.02% 517
2022
Q4 		$136K Sell
3,429
-990
-22% -$37.5K 0.01% 752
2022
Q3 		$161K Sell
4,419
-18,183
-80% -$734K 0.01% 664
2022
Q2 		$905K Buy
22,602
+17
+0.1% +$676 0.04% 343
2022
Q1 		$921K Sell
22,585
-1,434
-6% -$54.4K 0.04% 377
2021
Q4 		$921K Buy
24,019
+1,072
+5% +$37.6K 0.04% 423
2021
Q3 		$757K Buy
22,947
+12
+0.1% +$414 0.03% 465
2021
Q2 		$785K Sell
22,935
-166
-0.7% -$5.6K 0.03% 441
2021
Q1 		$775K Buy
23,101
+10
+0% +$315 0.02% 506
2020
Q4 		$748K Buy
23,091
+529
+2% +$17.1K 0.03% 435
2020
Q3 		$661K Sell
22,562
-441
-2% -$13.9K 0.03% 369
2020
Q2 		$675K Buy
23,003
+361
+2% +$11.2K 0.04% 356
2020
Q1 		$724K Buy
22,642
+248
+1% +$10K 0.05% 308
2019
Q4 		$986K Buy
22,394
+11,174
+100% +$483K 0.05% 303
2019
Q3 		$509K Sell
11,220
-1
-0% -$43 0.03% 403
2019
Q2 		$477K Buy
11,221
+8
+0.1% +$339 0.03% 416
2019
Q1 		$483K Buy
11,213
+620
+6% +$25.7K 0.03% 408
2018
Q4 		$413K Sell
10,593
-342
-3% -$13.1K 0.03% 414
2018
Q3 		$397K Buy
10,935
+2,550
+30% +$92.8K 0.03% 437
2018
Q2 		$295K Sell
8,385
-229
-3% -$7.69K 0.02% 450
2018
Q1 		$282K Buy
8,614
+11
+0.1% +$347 0.02% 438
2017
Q4 		$283K Buy
8,603
+278
+3% +$9.82K 0.03% 438
2017
Q3 		$299K Buy
8,325
+7
+0.1% +$250 0.03% 405
2017
Q2 		$289K Sell
8,318
-118
-1% -$4.13K 0.03% 405
2017
Q1 		$295K Sell
8,436
-78
-0.9% -$2.72K 0.03% 390
2016
Q4 		$284K Buy
8,514
+284
+3% +$8.97K 0.04% 372
2016
Q3 		$260K Sell
8,230
-1,115
-12% -$35.3K 0.04% 391
2016
Q2 		$304K Buy
9,345
+4,109
+78% +$123K 0.04% 343
2016
Q1 		$151K Buy
+5,236
New +$138K 0.02% 489

Other funds holding OGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Geneos Wealth Management reduced its OGE Energy (OGE) stake by 5.4% in Q1 2026, selling an estimated $21.5K and leaving 8,260 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #763.

Geneos Wealth Management first reported a position in OGE in Q1 2016 and has held it in 41 quarters since. The position peaked at $986K in Q4 2019. 615 funds tracked by Wall St. Rank hold OGE as of Q1 2026.

  • Geneos Wealth Management held 8,260 shares of OGE Energy worth $396K as of Q1 2026.
  • Geneos Wealth Management sold 470 OGE Energy shares in Q1 2026, an estimated $21.5K.
  • OGE Energy made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #763 holding.
  • Geneos Wealth Management first reported a position in OGE Energy in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's OGE Energy position peaked at $986K in Q4 2019.
  • 615 funds tracked by Wall St. Rank held OGE Energy as of Q1 2026.

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