Geneos Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-333
| Closed | -$11.9K | – | 3137 |
|
|
2025
Q2 | $11.9K | Sell |
333
-52,635
| -99% | -$1.85M | ﹤0.01% | 2249 |
|
|
2025
Q1 | $1.93M | Buy |
52,968
+25,369
| +92% | +$904K | 0.03% | 499 |
|
|
2024
Q4 | $941K | Sell |
27,599
-742
| -3% | -$25.2K | 0.03% | 433 |
|
|
2024
Q3 | $889K | Buy |
28,341
+1,065
| +4% | +$32.3K | 0.03% | 434 |
|
|
2024
Q2 | $786K | Sell |
27,276
-3,718
| -12% | -$104K | 0.03% | 399 |
|
|
2024
Q1 | $867K | Sell |
30,994
-1,306
| -4% | -$34.5K | 0.04% | 372 |
|
|
2023
Q4 | $838K | Sell |
32,300
-14,757
| -31% | -$373K | 0.04% | 358 |
|
|
2023
Q3 | $1.15M | Sell |
47,057
-584
| -1% | -$14.7K | 0.06% | 294 |
|
|
2023
Q2 | $1.17M | Buy |
47,641
+10,175
| +27% | +$248K | 0.06% | 291 |
|
|
2023
Q1 | $911K | Sell |
37,466
-10,579
| -22% | -$264K | 0.06% | 307 |
|
|
2022
Q4 | $1.19M | Sell |
48,045
-19,442
| -29% | -$486K | 0.07% | 249 |
|
|
2022
Q3 | $1.56M | Buy |
67,487
+109
| +0.2% | +$2.77K | 0.11% | 192 |
|
|
2022
Q2 | $1.65M | Buy |
67,378
+2,170
| +3% | +$57.2K | 0.08% | 233 |
|
|
2022
Q1 | $1.73M | Sell |
65,208
-4,480
| -6% | -$109K | 0.07% | 252 |
|
|
2021
Q4 | $1.55M | Sell |
69,688
-573
| -0.8% | -$13K | 0.06% | 294 |
|
|
2021
Q3 | $1.55M | Buy |
70,261
+759
| +1% | +$16.6K | 0.06% | 290 |
|
|
2021
Q2 | $1.59M | Buy |
69,502
+1,886
| +3% | +$41.5K | 0.06% | 269 |
|
|
2021
Q1 | $1.45M | Sell |
67,616
-880
| -1% | -$16.9K | 0.04% | 334 |
|
|
2020
Q4 | $1.4M | Buy |
68,496
+7,123
| +12% | +$119K | 0.06% | 284 |
|
|
2020
Q3 | $926K | Buy |
61,373
+127
| +0.2% | +$2.1K | 0.05% | 302 |
|
|
2020
Q2 | $973K | Sell |
61,246
-378
| -0.6% | -$6.18K | 0.05% | 290 |
|
|
2020
Q1 | $812K | Buy |
61,624
+19,353
| +46% | +$394K | 0.05% | 281 |
|
|
2019
Q4 | $998K | Buy |
42,271
+5,102
| +14% | +$116K | 0.05% | 298 |
|
|
2019
Q3 | $871K | Buy |
37,169
+3,166
| +9% | +$74.4K | 0.05% | 299 |
|
|
2019
Q2 | $813K | Buy |
34,003
+1,017
| +3% | +$24.2K | 0.05% | 313 |
|
|
2019
Q1 | $787K | Sell |
32,986
-8,542
| -21% | -$196K | 0.05% | 313 |
|
|
2018
Q4 | $817K | Sell |
41,528
-1,841
| -4% | -$40.6K | 0.06% | 282 |
|
|
2018
Q3 | $1.01M | Sell |
43,369
-1,776
| -4% | -$42.4K | 0.07% | 256 |
|
|
2018
Q2 | $1.05M | Buy |
45,145
+2,751
| +6% | +$61.5K | 0.08% | 217 |
|
|
2018
Q1 | $882K | Buy |
42,394
+2,423
| +6% | +$54.5K | 0.08% | 229 |
|
|
2017
Q4 | $933K | Buy |
39,971
+541
| +1% | +$12.5K | 0.08% | 218 |
|
|
2017
Q3 | $927K | Buy |
39,430
+1,815
| +5% | +$42.7K | 0.09% | 213 |
|
|
2017
Q2 | $879K | Buy |
37,615
+1,315
| +4% | +$31.1K | 0.09% | 208 |
|
|
2017
Q1 | $877K | Buy |
+36,300
| New | +$876K | 0.09% | 191 |
|
Other funds holding TPYP
ABTD
MFG
TIA
AP
FM
AI
BB
Geneos Wealth Management's TPYP Position: Q3 2025 in Review
Geneos Wealth Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2025, closing a stake of 333 shares — an estimated $11.9K sold.
Geneos Wealth Management first reported a position in TPYP in Q1 2017 and held it in 34 quarters. The position peaked at $1.93M in Q1 2025. 128 funds tracked by Wall St. Rank hold TPYP as of Q3 2025.
- Geneos Wealth Management reported no remaining Tortoise North American Pipeline ETF position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 333 Tortoise North American Pipeline ETF shares in Q3 2025, an estimated $11.9K.
- Geneos Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q1 2017 and held it in 34 quarters.
- Geneos Wealth Management's Tortoise North American Pipeline ETF position peaked at $1.93M in Q1 2025.
- 128 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.