Geneos Wealth Management’s Sunoco SUN Stock Holding History

Geneos Wealth Management’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.4K	Buy	288 +43	+18%	+$2.86K	﹤0.01%	1813
2026 Q1	$15.9K	Buy	245 +4	+2%	+$243	﹤0.01%	1856
2025 Q4	$12.6K	Buy	241 +4	+2%	+$211	﹤0.01%	1889
2025 Q3	$11.8K	Buy	237 +4	+2%	+$208	﹤0.01%	1907
2025 Q2	$12.5K	Sell	233 -225	-49%	-$12.4K	﹤0.01%	2233
2025 Q1	$26.6K	Buy	458 +232	+103%	+$13.1K	﹤0.01%	2207
2024 Q4	$11.6K	Buy	226 +4	+2%	+$211	﹤0.01%	1990
2024 Q3	$11.9K	Buy	222 +4	+2%	+$217	﹤0.01%	1768
2024 Q2	$12.3K	Buy	218 +3	+1%	+$164	﹤0.01%	1495
2024 Q1	$12.9K	Buy	215 +3	+1%	+$181	﹤0.01%	1481
2023 Q4	$12.7K	Buy	212 +3	+1%	+$160	﹤0.01%	1484
2023 Q3	$10.2K	Buy	209 +4	+2%	+$182	﹤0.01%	1564
2023 Q2	$8.92K	Buy	205 +4	+2%	+$177	﹤0.01%	1609
2023 Q1	$8.82K	Buy	201 +3	+2%	+$135	﹤0.01%	1585
2022 Q4	$8.51K	Buy	198 +4	+2%	+$169	﹤0.01%	1573
2022 Q3	$7K	Sell	194 -4,264	-96%	-$168K	﹤0.01%	1623
2022 Q2	$167K	Buy	4,458 +503	+13%	+$20.5K	0.01%	815
2022 Q1	$161K	Buy	3,955 +4	+0.1%	+$170	0.01%	890
2021 Q4	$161K	Buy	3,951 +4	+0.1%	+$159	0.01%	960
2021 Q3	$147K	Buy	3,947 +4	+0.1%	+$149	0.01%	992
2021 Q2	$150K	Buy	3,943 +175	+5%	+$6.21K	0.01%	984
2021 Q1	$132K	Hold	3,768	–	–	﹤0.01%	1167
2020 Q4	$121K	Hold	3,768	–	–	﹤0.01%	1054
2020 Q3	$91K	Hold	3,768	–	–	﹤0.01%	982
2020 Q2	$91K	Buy	3,768 +2,522	+202%	+$58.6K	0.01%	965
2020 Q1	$19K	Hold	1,246	–	–	﹤0.01%	1539
2019 Q4	$38K	Buy	1,246 +335	+37%	+$10.6K	﹤0.01%	1401
2019 Q3	$28K	Hold	911	–	–	﹤0.01%	1460
2019 Q2	$28K	Hold	911	–	–	﹤0.01%	1471
2019 Q1	$28K	Hold	911	–	–	﹤0.01%	1420
2018 Q4	$23K	Hold	911	–	–	﹤0.01%	1447
2018 Q3	$26K	Sell	911 -308	-25%	-$8.29K	﹤0.01%	1465
2018 Q2	$30K	Buy	1,219 +36	+3%	+$956	﹤0.01%	1287
2018 Q1	$30K	Buy	1,183 +31	+3%	+$914	﹤0.01%	1228
2017 Q4	$32K	Buy	1,152 +30	+3%	+$904	﹤0.01%	1203
2017 Q3	$34K	Buy	1,122 +329	+41%	+$10.2K	﹤0.01%	1122
2017 Q2	$24K	Buy	793 +21	+3%	+$626	﹤0.01%	1210
2017 Q1	$18K	Sell	772 -453	-37%	-$12K	﹤0.01%	1276
2016 Q4	$32K	Buy	1,225 +750	+158%	+$19.5K	﹤0.01%	1003
2016 Q3	$13K	Hold	475	–	–	﹤0.01%	1286
2016 Q2	$13K	Hold	475	–	–	﹤0.01%	1258
2016 Q1	$15K	Buy	+475	New	+$15.2K	﹤0.01%	1175

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geneos Wealth Management increased its Sunoco (SUN) stake by 18% in Q2 2026, buying an estimated $2.86K and bringing the position to 288 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Geneos Wealth Management first reported a position in SUN in Q1 2016 and has held it in 42 quarters since. The position peaked at $167K in Q2 2022. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Geneos Wealth Management held 288 shares of Sunoco worth $19.4K as of Q2 2026.
Geneos Wealth Management bought 43 Sunoco shares in Q2 2026, an estimated $2.86K.
Sunoco made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1813 holding.
Geneos Wealth Management first reported a position in Sunoco in Q1 2016 and has held it in 42 quarters since.
Geneos Wealth Management's Sunoco position peaked at $167K in Q2 2022.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

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