Geneos Wealth Management’s TC Pipelines LP TCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-200	Closed	-$5K	–	3053
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	2221
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	2121
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	2074
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	2081
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	1988
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	2051
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	1971
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	1965
2018 Q3	$6K	Hold	200	–	–	﹤0.01%	2039
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	1949
2018 Q1	$6K	Hold	200	–	–	﹤0.01%	1832
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	1655
2017 Q3	$10K	Hold	200	–	–	﹤0.01%	1595
2017 Q2	$11K	Hold	200	–	–	﹤0.01%	1520
2017 Q1	$11K	Hold	200	–	–	﹤0.01%	1469
2016 Q4	$11K	Sell	200 -171	-46%	-$9.23K	﹤0.01%	1419
2016 Q3	$21K	Buy	371 +3	+0.8%	+$162	﹤0.01%	1128
2016 Q2	$20K	Buy	368 +3	+0.8%	+$163	﹤0.01%	1123
2016 Q1	$17K	Buy	+365	New	+$16.5K	﹤0.01%	1147

Other funds holding TCP

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's TCP Position: Q4 2020 in Review

Geneos Wealth Management sold out of TC Pipelines LP (TCP) in Q4 2020, closing a stake of 200 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in TCP in Q1 2016 and held it in 19 quarters. The position peaked at $21K in Q3 2016. 127 funds tracked by Wall St. Rank hold TCP as of Q4 2020.

Geneos Wealth Management reported no remaining TC Pipelines LP position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 200 TC Pipelines LP shares in Q4 2020, an estimated $5K.
Geneos Wealth Management first reported a position in TC Pipelines LP in Q1 2016 and held it in 19 quarters.
Geneos Wealth Management's TC Pipelines LP position peaked at $21K in Q3 2016.
127 funds tracked by Wall St. Rank held TC Pipelines LP as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.