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Geneos Wealth Management’s Vistra VST Stock Holding History

Geneos Wealth Management’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Buy
1,812
+1,028
+131% +$159K 0.01% 879
2026
Q1 		$118K Sell
784
-87
-10% -$14.1K ﹤0.01% 1130
2025
Q4 		$141K Buy
871
+355
+69% +$64.7K ﹤0.01% 1049
2025
Q3 		$101K Sell
516
-1,488
-74% -$295K ﹤0.01% 1119
2025
Q2 		$388K Buy
2,004
+544
+37% +$80.5K 0.01% 781
2025
Q1 		$171K Buy
1,460
+879
+151% +$131K 0.01% 969
2024
Q4 		$80.1K Sell
581
-126
-18% -$17.5K ﹤0.01% 1142
2024
Q3 		$83.8K Buy
707
+593
+520% +$50.3K ﹤0.01% 1015
2024
Q2 		$9.8K Buy
114
+100
+714% +$8.37K ﹤0.01% 1555
2024
Q1 		$975 Hold
14
– – ﹤0.01% 2026
2023
Q4 		$539 Buy
+14
New +$487 ﹤0.01% 2087
2021
Q2 		– Sell
-799
Closed -$13K – 3130
2021
Q1 		$13K Buy
+799
New +$15.9K ﹤0.01% 2274

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Geneos Wealth Management increased its Vistra (VST) stake by 131% in Q2 2026, buying an estimated $159K and bringing the position to 1,812 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #879.

Geneos Wealth Management first reported a position in VST in Q1 2021 and has held it in 12 quarters since. The position peaked at $388K in Q2 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Geneos Wealth Management held 1,812 shares of Vistra worth $287K as of Q2 2026.
  • Geneos Wealth Management bought 1,028 Vistra shares in Q2 2026, an estimated $159K.
  • Vistra made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #879 holding.
  • Geneos Wealth Management first reported a position in Vistra in Q1 2021 and has held it in 12 quarters since.
  • Geneos Wealth Management's Vistra position peaked at $388K in Q2 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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