Geneos Wealth Management
OVV icon

Geneos Wealth Management’s Ovintiv OVV Stock Holding History

Geneos Wealth Management’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$64.6K Buy
1,117
+231
+26% +$14.1K ﹤0.01% 1551
2026
Q2 		$46.6K Hold
886
– – ﹤0.01% 1491
2026
Q1 		$52.6K Hold
886
– – ﹤0.01% 1404
2025
Q4 		$34.7K Sell
886
-54
-6% -$2.09K ﹤0.01% 1534
2025
Q3 		$37.9K Sell
940
-543
-37% -$22.1K ﹤0.01% 1481
2025
Q2 		$56.4K Sell
1,483
-347
-19% -$12.7K ﹤0.01% 1503
2025
Q1 		$78.3K Buy
1,830
+589
+47% +$25.1K ﹤0.01% 1268
2024
Q4 		$50.3K Hold
1,241
– – ﹤0.01% 1321
2024
Q3 		$47.5K Buy
1,241
+97
+8% +$4.19K ﹤0.01% 1210
2024
Q2 		$53.6K Buy
1,144
+282
+33% +$14.2K ﹤0.01% 1045
2024
Q1 		$44.8K Buy
862
+300
+53% +$13.7K ﹤0.01% 1105
2023
Q4 		$24.7K Buy
562
+15
+3% +$685 ﹤0.01% 1284
2023
Q3 		$26K Sell
547
-15
-3% -$679 ﹤0.01% 1287
2023
Q2 		$21.4K Buy
562
+16
+3% +$578 ﹤0.01% 1352
2023
Q1 		$19.7K Sell
546
-244
-31% -$10.8K ﹤0.01% 1352
2022
Q4 		$40K Buy
790
+186
+31% +$9.7K ﹤0.01% 1122
2022
Q3 		$27K Sell
604
-2,340
-79% -$112K ﹤0.01% 1232
2022
Q2 		$128K Sell
2,944
-98
-3% -$5.05K 0.01% 913
2022
Q1 		$164K Sell
3,042
-1,226
-29% -$52.8K 0.01% 882
2021
Q4 		$143K Sell
4,268
-98
-2% -$3.5K 0.01% 1031
2021
Q3 		$144K Buy
4,366
+132
+3% +$3.64K 0.01% 1001
2021
Q2 		$136K Sell
4,234
-199
-4% -$5.35K 0.01% 1029
2021
Q1 		$106K Hold
4,433
– – ﹤0.01% 1280
2020
Q4 		$106K Sell
4,433
-579
-12% -$6.78K ﹤0.01% 1123
2020
Q3 		$43K Sell
5,012
-1,623
-24% -$16.7K ﹤0.01% 1322
2020
Q2 		$58K Buy
6,635
+1,327
+25% +$9.25K ﹤0.01% 1153
2020
Q1 		$14K Buy
+5,308
New +$69.7K ﹤0.01% 1656

Other funds holding OVV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

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

Geneos Wealth Management increased its Ovintiv (OVV) stake by 26% in Q3 2026, buying an estimated $14.1K and bringing the position to 1,117 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Geneos Wealth Management first reported a position in OVV in Q1 2020 and has held it in 27 quarters since. The position peaked at $164K in Q1 2022. 301 funds tracked by Wall St. Rank hold OVV as of Q3 2026.

  • Geneos Wealth Management held 1,117 shares of Ovintiv worth $64.6K as of Q3 2026.
  • Geneos Wealth Management bought 231 Ovintiv shares in Q3 2026, an estimated $14.1K.
  • Ovintiv made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1551 holding.
  • Geneos Wealth Management first reported a position in Ovintiv in Q1 2020 and has held it in 27 quarters since.
  • Geneos Wealth Management's Ovintiv position peaked at $164K in Q1 2022.
  • 301 funds tracked by Wall St. Rank held Ovintiv as of Q3 2026.

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