Geneos Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.87M | Buy |
16,049
+385
| +2% | +$43.9K | 0.04% | 393 |
|
|
2026
Q1 | $1.81M | Sell |
15,664
-511
| -3% | -$57.4K | 0.04% | 373 |
|
|
2025
Q4 | $1.71M | Buy |
16,175
+247
| +2% | +$27.3K | 0.04% | 385 |
|
|
2025
Q3 | $1.83M | Sell |
15,928
-1,285
| -7% | -$139K | 0.05% | 367 |
|
|
2025
Q2 | $1.79M | Sell |
17,213
-9,194
| -35% | -$978K | 0.04% | 389 |
|
|
2025
Q1 | $3.25M | Buy |
26,407
+14,353
| +119% | +$1.47M | 0.05% | 375 |
|
|
2024
Q4 | $1.13M | Buy |
12,054
+180
| +2% | +$17.5K | 0.04% | 389 |
|
|
2024
Q3 | $1.14M | Buy |
11,874
+2,149
| +22% | +$190K | 0.04% | 375 |
|
|
2024
Q2 | $763K | Buy |
9,725
+2,542
| +35% | +$206K | 0.03% | 405 |
|
|
2024
Q1 | $590K | Buy |
7,183
+467
| +7% | +$37.6K | 0.03% | 452 |
|
|
2023
Q4 | $565K | Sell |
6,716
-693
| -9% | -$57.1K | 0.03% | 457 |
|
|
2023
Q3 | $597K | Buy |
7,409
+66
| +0.9% | +$5.74K | 0.03% | 428 |
|
|
2023
Q2 | $648K | Buy |
7,343
+583
| +9% | +$53.9K | 0.03% | 410 |
|
|
2023
Q1 | $641K | Buy |
6,760
+183
| +3% | +$16.9K | 0.04% | 392 |
|
|
2022
Q4 | $617K | Buy |
6,577
+633
| +11% | +$58.5K | 0.04% | 374 |
|
|
2022
Q3 | $531K | Sell |
5,944
-6,147
| -51% | -$628K | 0.04% | 382 |
|
|
2022
Q2 | $1.24M | Buy |
12,091
+2,025
| +20% | +$205K | 0.06% | 276 |
|
|
2022
Q1 | $1M | Buy |
10,066
+457
| +5% | +$43.2K | 0.04% | 354 |
|
|
2021
Q4 | $932K | Sell |
9,609
-1,895
| -16% | -$173K | 0.04% | 418 |
|
|
2021
Q3 | $1.01M | Buy |
11,504
+138
| +1% | +$12.9K | 0.04% | 380 |
|
|
2021
Q2 | $1.02M | Sell |
11,366
-2,385
| -17% | -$225K | 0.04% | 364 |
|
|
2021
Q1 | $1.34M | Sell |
13,751
-2,862
| -17% | -$249K | 0.04% | 347 |
|
|
2020
Q4 | $1.55M | Sell |
16,613
-690
| -4% | -$67.1K | 0.06% | 268 |
|
|
2020
Q3 | $1.67M | Sell |
17,303
-849
| -5% | -$79.1K | 0.09% | 218 |
|
|
2020
Q2 | $1.55M | Buy |
18,152
+9
| +0% | +$812 | 0.09% | 220 |
|
|
2020
Q1 | $1.62M | Sell |
18,143
-5,014
| -22% | -$482K | 0.11% | 190 |
|
|
2019
Q4 | $2.14M | Sell |
23,157
-453
| -2% | -$41.3K | 0.11% | 194 |
|
|
2019
Q3 | $2.24M | Sell |
23,610
-368
| -2% | -$33.2K | 0.13% | 169 |
|
|
2019
Q2 | $2M | Sell |
23,978
-1,123
| -4% | -$90.1K | 0.12% | 172 |
|
|
2019
Q1 | $1.98M | Sell |
25,101
-717
| -3% | -$53.2K | 0.13% | 178 |
|
|
2018
Q4 | $1.78M | Sell |
25,818
-36
| -0.1% | -$2.53K | 0.13% | 177 |
|
|
2018
Q3 | $1.73M | Sell |
25,854
-443
| -2% | -$29.5K | 0.11% | 192 |
|
|
2018
Q2 | $1.7M | Sell |
26,297
-402
| -2% | -$25K | 0.13% | 156 |
|
|
2018
Q1 | $1.67M | Buy |
26,699
+1,135
| +4% | +$70.4K | 0.15% | 144 |
|
|
2017
Q4 | $1.7M | Buy |
25,564
+6,167
| +32% | +$414K | 0.15% | 149 |
|
|
2017
Q3 | $1.22M | Buy |
19,397
+101
| +0.5% | +$6.44K | 0.12% | 174 |
|
|
2017
Q2 | $1.18M | Buy |
19,296
+113
| +0.6% | +$6.98K | 0.12% | 163 |
|
|
2017
Q1 | $1.16M | Buy |
19,183
+133
| +0.7% | +$7.84K | 0.12% | 156 |
|
|
2016
Q4 | $1.12M | Buy |
19,050
+1,005
| +6% | +$57.7K | 0.15% | 146 |
|
|
2016
Q3 | $1.08M | Buy |
18,045
+468
| +3% | +$29.2K | 0.15% | 155 |
|
|
2016
Q2 | $1.14M | Buy |
17,577
+1
| +0% | +$60 | 0.17% | 138 |
|
|
2016
Q1 | $1.05M | Buy |
+17,576
| New | +$984K | 0.16% | 145 |
|
Other funds holding WEC
Geneos Wealth Management's WEC Position: Q2 2026 in Review
Geneos Wealth Management increased its WEC Energy (WEC) stake by 2.5% in Q2 2026, buying an estimated $43.9K and bringing the position to 16,049 shares worth $1.87M. The position accounts for 0.04% of the portfolio, ranked #393.
Geneos Wealth Management first reported a position in WEC in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.25M in Q1 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Geneos Wealth Management held 16,049 shares of WEC Energy worth $1.87M as of Q2 2026.
- Geneos Wealth Management bought 385 WEC Energy shares in Q2 2026, an estimated $43.9K.
- WEC Energy made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #393 holding.
- Geneos Wealth Management first reported a position in WEC Energy in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's WEC Energy position peaked at $3.25M in Q1 2025.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.