Geneos Wealth Management
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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
Q3 		$159K Hold
3,587
– – ﹤0.01% 1184
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
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.05B AUM 29.51% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Geneos Wealth Management held its Western Midstream Partners (WES) position steady in Q3 2026 at 3,587 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Geneos Wealth Management first reported a position in WES in Q1 2019 and has held it in 31 quarters since. 254 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Geneos Wealth Management held 3,587 shares of Western Midstream Partners worth $159K as of Q3 2026.
  • Geneos Wealth Management left its Western Midstream Partners share count unchanged in Q3 2026.
  • Western Midstream Partners made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1184 holding.
  • Geneos Wealth Management first reported a position in Western Midstream Partners in Q1 2019 and has held it in 31 quarters since.
  • 254 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

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