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Geneos Wealth Management’s TotalEnergies TTE Stock Holding History

Geneos Wealth Management’s Portfolio TTE Stock Details TTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,176
Closed -$488K – 2556
2025
Q3 		$488K Sell
8,176
-2,343
-22% -$144K 0.01% 655
2025
Q2 		$646K Buy
10,519
+3,806
+57% +$226K 0.02% 636
2025
Q1 		$434K Buy
6,713
+1,112
+20% +$67.1K 0.01% 666
2024
Q4 		$305K Buy
5,601
+276
+5% +$16.8K 0.01% 704
2024
Q3 		$344K Buy
5,325
+605
+13% +$41.1K 0.01% 636
2024
Q2 		$315K Buy
4,720
+341
+8% +$24.2K 0.01% 596
2024
Q1 		$301K Buy
4,379
+153
+4% +$10K 0.01% 601
2023
Q4 		$285K Sell
4,226
-1,393
-25% -$92.9K 0.01% 589
2023
Q3 		$370K Buy
5,619
+165
+3% +$10.2K 0.02% 530
2023
Q2 		$314K Buy
5,454
+1,589
+41% +$96.2K 0.02% 578
2023
Q1 		$228K Sell
3,865
-1,164
-23% -$71.6K 0.01% 624
2022
Q4 		$312K Buy
5,029
+295
+6% +$16.8K 0.02% 515
2022
Q3 		$220K Sell
4,734
-1,419
-23% -$71.3K 0.02% 576
2022
Q2 		$325K Sell
6,153
-163
-3% -$8.69K 0.02% 608
2022
Q1 		$319K Sell
6,316
-6,762
-52% -$366K 0.01% 647
2021
Q4 		$646K Buy
13,078
+186
+1% +$9.26K 0.02% 506
2021
Q3 		$619K Buy
12,892
+925
+8% +$41K 0.02% 517
2021
Q2 		$548K Sell
11,967
-525
-4% -$24.6K 0.02% 544
2021
Q1 		$553K Hold
12,492
– – 0.02% 613
2020
Q4 		$558K Sell
12,492
-3,091
-20% -$119K 0.02% 513
2020
Q3 		$509K Sell
15,583
-260
-2% -$9.91K 0.03% 423
2020
Q2 		$613K Sell
15,843
-205
-1% -$7.59K 0.03% 372
2020
Q1 		$564K Buy
16,048
+431
+3% +$19.4K 0.04% 360
2019
Q4 		$858K Sell
15,617
-1,094
-7% -$57.8K 0.05% 325
2019
Q3 		$866K Sell
16,711
-141
-0.8% -$7.31K 0.05% 300
2019
Q2 		$940K Buy
16,852
+750
+5% +$40.9K 0.06% 288
2019
Q1 		$896K Buy
16,102
+460
+3% +$25.6K 0.06% 284
2018
Q4 		$819K Buy
15,642
+555
+4% +$31.8K 0.06% 281
2018
Q3 		$971K Sell
15,087
-276
-2% -$17.3K 0.06% 260
2018
Q2 		$930K Sell
15,363
-88
-0.6% -$5.39K 0.07% 228
2018
Q1 		$891K Sell
15,451
-481
-3% -$27.6K 0.08% 228
2017
Q4 		$880K Sell
15,932
-13
-0.1% -$718 0.08% 227
2017
Q3 		$853K Sell
15,945
-1,124
-7% -$57.8K 0.08% 221
2017
Q2 		$846K Sell
17,069
-584
-3% -$30K 0.09% 215
2017
Q1 		$890K Sell
17,653
-408
-2% -$20.6K 0.09% 188
2016
Q4 		$920K Sell
18,061
-66
-0.4% -$3.18K 0.12% 170
2016
Q3 		$864K Buy
18,127
+1,556
+9% +$74.4K 0.12% 179
2016
Q2 		$807K Sell
16,571
-1,705
-9% -$81.7K 0.12% 173
2016
Q1 		$807K Buy
+18,276
New +$805K 0.12% 169

Other funds holding TTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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

Geneos Wealth Management's TTE Position: Q4 2025 in Review

Geneos Wealth Management sold out of TotalEnergies (TTE) in Q4 2025, closing a stake of 8,176 shares — an estimated $488K sold.

Geneos Wealth Management first reported a position in TTE in Q1 2016 and held it in 39 quarters. The position peaked at $971K in Q3 2018. 842 funds tracked by Wall St. Rank hold TTE as of Q4 2025.

  • Geneos Wealth Management reported no remaining TotalEnergies position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 8,176 TotalEnergies shares in Q4 2025, an estimated $488K.
  • Geneos Wealth Management first reported a position in TotalEnergies in Q1 2016 and held it in 39 quarters.
  • Geneos Wealth Management's TotalEnergies position peaked at $971K in Q3 2018.
  • 842 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.