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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
Q2 		$382K Sell
4,929
-3,347
-40% -$289K 0.01% 811
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 Buy
12,050
+5,250
+77% +$352K 0.02% 576
2025
Q1 		$498K Buy
6,800
+2,133
+46% +$144K 0.02% 619
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 $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Geneos Wealth Management reduced its Shell (SHEL) stake by 40% in Q2 2026, selling an estimated $289K and leaving 4,929 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #811.

Geneos Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.12M in Q1 2022. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Geneos Wealth Management held 4,929 shares of Shell worth $382K as of Q2 2026.
  • Geneos Wealth Management sold 3,347 Shell shares in Q2 2026, an estimated $289K.
  • Shell made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #811 holding.
  • Geneos Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Geneos Wealth Management's Shell position peaked at $1.12M in Q1 2022.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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