Geneos Wealth Management’s Western Midstream Partners WES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$148K	Buy	3,587 +2,000	+126%	+$82.7K	﹤0.01%	1058
2025 Q4	$62.7K	Buy	1,587 +956	+152%	+$37.1K	﹤0.01%	1307
2025 Q3	$24.8K	Hold	631	–	–	﹤0.01%	1647
2025 Q2	$24.4K	Sell	631 -631	-50%	-$24K	﹤0.01%	1935
2025 Q1	$51.7K	Buy	1,262 +909	+258%	+$37K	﹤0.01%	1909
2024 Q4	$13.6K	Hold	353	–	–	﹤0.01%	1916
2024 Q3	$13.5K	Buy	353 +200	+131%	+$7.88K	﹤0.01%	1714
2024 Q2	$6.08K	Hold	153	–	–	﹤0.01%	1678
2024 Q1	$5.44K	Hold	153	–	–	﹤0.01%	1693
2023 Q4	$4.48K	Hold	153	–	–	﹤0.01%	1750
2023 Q3	$4.17K	Hold	153	–	–	﹤0.01%	1799
2023 Q2	$4.06K	Hold	153	–	–	﹤0.01%	1788
2023 Q1	$4.04K	Hold	153	–	–	﹤0.01%	1783
2022 Q4	$4.11K	Hold	153	–	–	﹤0.01%	1748
2022 Q3	$3K	Hold	153	–	–	﹤0.01%	1813
2022 Q2	$3K	Hold	153	–	–	﹤0.01%	2341
2022 Q1	$3K	Hold	153	–	–	﹤0.01%	2499
2021 Q4	$3K	Hold	153	–	–	﹤0.01%	2546
2021 Q3	$3K	Hold	153	–	–	﹤0.01%	2605
2021 Q2	$3K	Sell	153 -1,400	-90%	-$29K	﹤0.01%	2609
2021 Q1	$30K	Hold	1,553	–	–	﹤0.01%	1884
2020 Q4	$28K	Sell	1,553 -1,440	-48%	-$16.5K	﹤0.01%	1737
2020 Q3	$22K	Sell	2,993 -1,220	-29%	-$11K	﹤0.01%	1617
2020 Q2	$42K	Buy	4,213 +2,840	+207%	+$23.5K	﹤0.01%	1288
2020 Q1	$4K	Hold	1,373	–	–	﹤0.01%	2133
2019 Q4	$27K	Hold	1,373	–	–	﹤0.01%	1568
2019 Q3	$33K	Hold	1,373	–	–	﹤0.01%	1381
2019 Q2	$42K	Hold	1,373	–	–	﹤0.01%	1286
2019 Q1	$43K	Buy	+1,373	New	+$43.6K	﹤0.01%	1222