Geneos Wealth Management’s TXNM Energy Inc TXNM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10	Closed	-$563	–	3238
2025 Q2	$563	Buy	+10	New	+$545	﹤0.01%	3092
2022 Q3	–	Sell	-300	Closed	-$14K	–	2634
2022 Q2	$14K	Hold	300	–	–	﹤0.01%	1846
2022 Q1	$14K	Hold	300	–	–	﹤0.01%	1958
2021 Q4	$13K	Hold	300	–	–	﹤0.01%	2087
2021 Q3	$14K	Hold	300	–	–	﹤0.01%	2096
2021 Q2	$14K	Sell	300 -286	-49%	-$14.1K	﹤0.01%	2086
2021 Q1	$28K	Hold	586	–	–	﹤0.01%	1910
2020 Q4	$14K	Buy	586 +286	+95%	+$13.8K	﹤0.01%	2097
2020 Q3	$12K	Hold	300	–	–	﹤0.01%	1895
2020 Q2	$11K	Hold	300	–	–	﹤0.01%	1900
2020 Q1	$11K	Hold	300	–	–	﹤0.01%	1798
2019 Q4	$15K	Hold	300	–	–	﹤0.01%	1818
2019 Q3	$15K	Hold	300	–	–	﹤0.01%	1744
2019 Q2	$15K	Hold	300	–	–	﹤0.01%	1771
2019 Q1	$14K	Hold	300	–	–	﹤0.01%	1729
2018 Q4	$12K	Hold	300	–	–	﹤0.01%	1737
2018 Q3	$11K	Hold	300	–	–	﹤0.01%	1823
2018 Q2	$11K	Hold	300	–	–	﹤0.01%	1698
2018 Q1	$11K	Hold	300	–	–	﹤0.01%	1622
2017 Q4	$12K	Hold	300	–	–	﹤0.01%	1581
2017 Q3	$12K	Hold	300	–	–	﹤0.01%	1525
2017 Q2	$11K	Hold	300	–	–	﹤0.01%	1517
2017 Q1	$11K	Sell	300 -80	-21%	-$2.83K	﹤0.01%	1467
2016 Q4	$13K	Hold	380	–	–	﹤0.01%	1362
2016 Q3	$12K	Sell	380 -2,221	-85%	-$74.3K	﹤0.01%	1318
2016 Q2	$91K	Sell	2,601 -348	-12%	-$11.4K	0.01%	621
2016 Q1	$99K	Buy	+2,949	New	+$94.3K	0.02%	585

Other funds holding TXNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geneos Wealth Management's TXNM Position: Q3 2025 in Review

Geneos Wealth Management sold out of TXNM Energy Inc (TXNM) in Q3 2025, closing a stake of 10 shares — an estimated $563 sold.

Geneos Wealth Management first reported a position in TXNM in Q1 2016 and held it in 27 quarters. The position peaked at $99K in Q1 2016. 365 funds tracked by Wall St. Rank hold TXNM as of Q3 2025.

Geneos Wealth Management reported no remaining TXNM Energy Inc position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 10 TXNM Energy Inc shares in Q3 2025, an estimated $563.
Geneos Wealth Management first reported a position in TXNM Energy Inc in Q1 2016 and held it in 27 quarters.
Geneos Wealth Management's TXNM Energy Inc position peaked at $99K in Q1 2016.
365 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.