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Geneos Wealth Management’s Woodside Energy WDS Stock Holding History

Geneos Wealth Management’s Portfolio WDS Stock Details WDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39K Hold
72
– – ﹤0.01% 2374
2026
Q1 		$1.72K Buy
+72
New +$1.4K ﹤0.01% 2342
2025
Q4 		– Sell
-72
Closed -$1.08K – 2568
2025
Q3 		$1.08K Sell
72
-1,174
-94% -$19.3K ﹤0.01% 2398
2025
Q2 		$19.2K Sell
1,246
-846
-40% -$11.8K ﹤0.01% 2047
2025
Q1 		$30.3K Buy
2,092
+1,102
+111% +$16.8K ﹤0.01% 1730
2024
Q4 		$15.4K Buy
+990
New +$15.9K ﹤0.01% 1850

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Geneos Wealth Management held its Woodside Energy (WDS) position steady in Q2 2026 at 72 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Geneos Wealth Management first reported a position in WDS in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.3K in Q1 2025. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Geneos Wealth Management held 72 shares of Woodside Energy worth $1.39K as of Q2 2026.
  • Geneos Wealth Management left its Woodside Energy share count unchanged in Q2 2026.
  • Woodside Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2374 holding.
  • Geneos Wealth Management first reported a position in Woodside Energy in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Woodside Energy position peaked at $30.3K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

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