Geneos Wealth Management’s T1 Energy TE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.44K	Hold	257	–	–	﹤0.01%	2302
2026 Q1	$1.13K	Buy	+257	New	+$1.88K	﹤0.01%	2391
2025 Q1	–	Sell	-425	Closed	-$1.1K	–	3161
2024 Q4	$1.1K	Buy	+425	New	+$713	﹤0.01%	2747
2024 Q1	–	Sell	-425	Closed	-$795	–	2231
2023 Q4	$795	Hold	425	–	–	﹤0.01%	2045
2023 Q3	$2.08K	Hold	425	–	–	﹤0.01%	1931
2023 Q2	$3.97K	Hold	425	–	–	﹤0.01%	1796
2023 Q1	$3.78K	Hold	425	–	–	﹤0.01%	1794
2022 Q4	$3.69K	Hold	425	–	–	﹤0.01%	1780
2022 Q3	$6K	Hold	425	–	–	﹤0.01%	1667
2022 Q2	$3K	Hold	425	–	–	﹤0.01%	2346
2022 Q1	$5K	Buy	+425	New	+$4.07K	﹤0.01%	2368

Other funds holding TE

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Geneos Wealth Management held its T1 Energy (TE) position steady in Q2 2026 at 257 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Geneos Wealth Management first reported a position in TE in Q1 2022 and has held it in 11 quarters since. The position peaked at $6K in Q3 2022. 316 funds tracked by Wall St. Rank hold TE as of Q2 2026.

Geneos Wealth Management held 257 shares of T1 Energy worth $2.44K as of Q2 2026.
Geneos Wealth Management left its T1 Energy share count unchanged in Q2 2026.
T1 Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2302 holding.
Geneos Wealth Management first reported a position in T1 Energy in Q1 2022 and has held it in 11 quarters since.
Geneos Wealth Management's T1 Energy position peaked at $6K in Q3 2022.
316 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

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