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

Geneos Wealth Management’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157K	Hold	3,587	–	–	﹤0.01%	1077
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	Buy	631 +153	+32%	+$5.82K	﹤0.01%	1935
2025 Q1	$19.6K	Buy	478 +125	+35%	+$5.09K	﹤0.01%	1959
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

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

Geneos Wealth Management held its Western Midstream Partners (WES) position steady in Q2 2026 at 3,587 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Geneos Wealth Management first reported a position in WES in Q1 2019 and has held it in 30 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Geneos Wealth Management held 3,587 shares of Western Midstream Partners worth $157K as of Q2 2026.
Geneos Wealth Management left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1077 holding.
Geneos Wealth Management first reported a position in Western Midstream Partners in Q1 2019 and has held it in 30 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

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