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Geneos Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Geneos Wealth Management’s Portfolio PAA Stock Details PAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95.7K Buy
4,300
+750
+21% +$16.7K ﹤0.01% 1224
2026
Q1 		$79.3K Sell
3,550
-682
-16% -$13.9K ﹤0.01% 1249
2025
Q4 		$76K Hold
4,232
– – ﹤0.01% 1246
2025
Q3 		$72.2K Hold
4,232
– – ﹤0.01% 1238
2025
Q2 		$77.5K Buy
4,232
+2,041
+93% +$35.6K ﹤0.01% 1360
2025
Q1 		$43.8K Hold
2,191
– – ﹤0.01% 1557
2024
Q4 		$37.4K Hold
2,191
– – ﹤0.01% 1436
2024
Q3 		$38.1K Buy
2,191
+1,500
+217% +$26.9K ﹤0.01% 1293
2024
Q2 		$12.3K Buy
691
+200
+41% +$3.49K ﹤0.01% 1496
2024
Q1 		$8.62K Hold
491
– – ﹤0.01% 1578
2023
Q4 		$7.44K Sell
491
-201
-29% -$3.07K ﹤0.01% 1623
2023
Q3 		$10.6K Buy
692
+442
+177% +$6.63K ﹤0.01% 1550
2023
Q2 		$3.52K Sell
250
-900
-78% -$11.9K ﹤0.01% 1825
2023
Q1 		$14.3K Buy
1,150
+900
+360% +$11.2K ﹤0.01% 1445
2022
Q4 		$2.94K Buy
250
+100
+67% +$1.19K ﹤0.01% 1820
2022
Q3 		$1K Sell
150
-2,404
-94% -$26.8K ﹤0.01% 1956
2022
Q2 		$25K Buy
2,554
+3
+0.1% +$33 ﹤0.01% 1590
2022
Q1 		$27K Buy
2,551
+4
+0.2% +$43 ﹤0.01% 1659
2021
Q4 		$23K Sell
2,547
-4,738
-65% -$47.6K ﹤0.01% 1820
2021
Q3 		$74K Sell
7,285
-1,960
-21% -$19.5K ﹤0.01% 1300
2021
Q2 		$106K Buy
9,245
+39
+0.4% +$401 ﹤0.01% 1142
2021
Q1 		$83K Sell
9,206
-28
-0.3% -$256 ﹤0.01% 1381
2020
Q4 		$86K Sell
9,234
-438
-5% -$3.33K ﹤0.01% 1202
2020
Q3 		$57K Sell
9,672
-1,709
-15% -$12.7K ﹤0.01% 1195
2020
Q2 		$94K Buy
11,381
+1,583
+16% +$13.5K 0.01% 943
2020
Q1 		$54K Buy
9,798
+1,997
+26% +$27.4K ﹤0.01% 1082
2019
Q4 		$146K Buy
7,801
+595
+8% +$10.9K 0.01% 809
2019
Q3 		$151K Buy
7,206
+329
+5% +$7.44K 0.01% 754
2019
Q2 		$167K Sell
6,877
-44
-0.6% -$1.05K 0.01% 728
2019
Q1 		$169K Sell
6,921
-74
-1% -$1.75K 0.01% 701
2018
Q4 		$139K Sell
6,995
-1,230
-15% -$28K 0.01% 726
2018
Q3 		$205K Buy
8,225
+718
+10% +$18.1K 0.01% 634
2018
Q2 		$177K Sell
7,507
-2,005
-21% -$48.3K 0.01% 596
2018
Q1 		$209K Sell
9,512
-1,091
-10% -$24K 0.02% 531
2017
Q4 		$218K Sell
10,603
-1,664
-14% -$33.9K 0.02% 507
2017
Q3 		$259K Sell
12,267
-979
-7% -$22.7K 0.03% 442
2017
Q2 		$347K Buy
13,246
+478
+4% +$13.2K 0.04% 366
2017
Q1 		$403K Sell
12,768
-907
-7% -$28.7K 0.04% 322
2016
Q4 		$441K Sell
13,675
-1,214
-8% -$38.4K 0.06% 275
2016
Q3 		$467K Buy
14,889
+751
+5% +$21.5K 0.06% 256
2016
Q2 		$386K Sell
14,138
-290
-2% -$7.02K 0.06% 296
2016
Q1 		$296K Buy
+14,428
New +$304K 0.05% 344

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geneos Wealth Management increased its Plains All American Pipeline (PAA) stake by 21% in Q2 2026, buying an estimated $16.7K and bringing the position to 4,300 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Geneos Wealth Management first reported a position in PAA in Q1 2016 and has held it in 42 quarters since. The position peaked at $467K in Q3 2016. 423 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Geneos Wealth Management held 4,300 shares of Plains All American Pipeline worth $95.7K as of Q2 2026.
  • Geneos Wealth Management bought 750 Plains All American Pipeline shares in Q2 2026, an estimated $16.7K.
  • Plains All American Pipeline made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1224 holding.
  • Geneos Wealth Management first reported a position in Plains All American Pipeline in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's Plains All American Pipeline position peaked at $467K in Q3 2016.
  • 423 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

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