Geneos Wealth Management
VTS icon

Geneos Wealth Management’s Vitesse Energy VTS Stock Holding History

Geneos Wealth Management’s Portfolio VTS Stock Details VTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.95K Buy
536
+470
+712% +$7.77K ﹤0.01% 2434
2026
Q2 		$1.04K Hold
66
– – ﹤0.01% 2419
2026
Q1 		$1.2K Sell
66
-80
-55% -$1.61K ﹤0.01% 2385
2025
Q4 		$2.81K Hold
146
– – ﹤0.01% 2267
2025
Q3 		$3.39K Hold
146
– – ﹤0.01% 2228
2025
Q2 		$3.22K Hold
146
– – ﹤0.01% 2701
2025
Q1 		$3.59K Hold
146
– – ﹤0.01% 2618
2024
Q4 		$3.65K Buy
+146
New +$3.81K ﹤0.01% 2443

Other funds holding VTS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kimmeridge Energy Management
Kimmeridge Energy Management New York $804M AUM 17.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Elgethun Capital Management
Elgethun Capital Management Sioux Falls, South Dakota $711M AUM 10.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Geneos Wealth Management's VTS Position: Q3 2026 in Review

Geneos Wealth Management increased its Vitesse Energy (VTS) stake by 712% in Q3 2026, buying an estimated $7.77K and bringing the position to 536 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Geneos Wealth Management first reported a position in VTS in Q4 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold VTS as of Q3 2026.

  • Geneos Wealth Management held 536 shares of Vitesse Energy worth $8.95K as of Q3 2026.
  • Geneos Wealth Management bought 470 Vitesse Energy shares in Q3 2026, an estimated $7.77K.
  • Vitesse Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2434 holding.
  • Geneos Wealth Management first reported a position in Vitesse Energy in Q4 2024 and has held it in 8 quarters since.
  • 186 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.