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Geneos Wealth Management’s Shell SHEL Stock Holding History

Geneos Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$770K Buy
8,276
+66
+0.8% +$5.33K 0.02% 570
2025
Q4 		$603K Buy
8,210
+192
+2% +$14.1K 0.01% 616
2025
Q3 		$574K Sell
8,018
-4,032
-33% -$290K 0.01% 615
2025
Q2 		$848K Sell
12,050
-4,940
-29% -$331K 0.02% 576
2025
Q1 		$1.25M Buy
16,990
+12,323
+264% +$830K 0.02% 606
2024
Q4 		$292K Sell
4,667
-632
-12% -$41.4K 0.01% 717
2024
Q3 		$349K Buy
5,299
+1,423
+37% +$101K 0.01% 634
2024
Q2 		$280K Buy
3,876
+498
+15% +$35.6K 0.01% 619
2024
Q1 		$226K Hold
3,378
– – 0.01% 673
2023
Q4 		$222K Sell
3,378
-2,834
-46% -$186K 0.01% 656
2023
Q3 		$400K Sell
6,212
-148
-2% -$9.21K 0.02% 509
2023
Q2 		$384K Buy
6,360
+2,968
+88% +$178K 0.02% 517
2023
Q1 		$195K Sell
3,392
-3,441
-50% -$202K 0.01% 655
2022
Q4 		$389K Buy
6,833
+400
+6% +$22.1K 0.02% 465
2022
Q3 		$320K Sell
6,433
-13,650
-68% -$703K 0.02% 485
2022
Q2 		$1.04M Sell
20,083
-302
-1% -$17K 0.05% 311
2022
Q1 		$1.12M Buy
+20,385
New +$1.08M 0.05% 327

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geneos Wealth Management increased its Shell (SHEL) stake by 0.8% in Q1 2026, buying an estimated $5.33K and bringing the position to 8,276 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #570.

Geneos Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.25M in Q1 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Geneos Wealth Management held 8,276 shares of Shell worth $770K as of Q1 2026.
  • Geneos Wealth Management bought 66 Shell shares in Q1 2026, an estimated $5.33K.
  • Shell made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #570 holding.
  • Geneos Wealth Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Geneos Wealth Management's Shell position peaked at $1.25M in Q1 2025.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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