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Geneos Wealth Management’s Westlake Chemical Partners WLKP Stock Holding History

Geneos Wealth Management’s Portfolio WLKP Stock Details WLKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155K Buy
6,966
+92
+1% +$2.1K ﹤0.01% 1081
2026
Q1 		$152K Buy
6,874
+572
+9% +$12.3K ﹤0.01% 1048
2025
Q4 		$120K Buy
6,302
+3,708
+143% +$71.6K ﹤0.01% 1093
2025
Q3 		$54.4K Buy
2,594
+15
+0.6% +$329 ﹤0.01% 1355
2025
Q2 		$57K Buy
2,579
+14
+0.5% +$317 ﹤0.01% 1497
2025
Q1 		$59.2K Sell
2,565
-772
-23% -$18.4K ﹤0.01% 1400
2024
Q4 		$77.2K Buy
3,337
+812
+32% +$18.6K ﹤0.01% 1151
2024
Q3 		$56.6K Buy
2,525
+663
+36% +$15.1K ﹤0.01% 1158
2024
Q2 		$42K Buy
1,862
+12
+0.6% +$267 ﹤0.01% 1124
2024
Q1 		$41.1K Buy
1,850
+111
+6% +$2.49K ﹤0.01% 1138
2023
Q4 		$37.7K Buy
1,739
+10
+0.6% +$218 ﹤0.01% 1157
2023
Q3 		$37.6K Buy
1,729
+10
+0.6% +$224 ﹤0.01% 1162
2023
Q2 		$37.3K Buy
1,719
+10
+0.6% +$219 ﹤0.01% 1169
2023
Q1 		$37.6K Buy
1,709
+9
+0.5% +$211 ﹤0.01% 1161
2022
Q4 		$40K Buy
1,700
+9
+0.5% +$204 ﹤0.01% 1124
2022
Q3 		$36K Sell
1,691
-8,282
-83% -$200K ﹤0.01% 1138
2022
Q2 		$247K Buy
9,973
+8
+0.1% +$214 0.01% 676
2022
Q1 		$269K Buy
9,965
+1,257
+14% +$33.4K 0.01% 700
2021
Q4 		$233K Buy
8,708
+418
+5% +$10.4K 0.01% 799
2021
Q3 		$201K Buy
8,290
+890
+12% +$23.3K 0.01% 853
2021
Q2 		$200K Buy
7,400
+900
+14% +$23.9K 0.01% 839
2021
Q1 		$174K Buy
6,500
+400
+7% +$9.41K ﹤0.01% 1035
2020
Q4 		$146K Buy
+6,100
New +$124K 0.01% 967

Other funds holding WLKP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

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

Geneos Wealth Management increased its Westlake Chemical Partners (WLKP) stake by 1.3% in Q2 2026, buying an estimated $2.1K and bringing the position to 6,966 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Geneos Wealth Management first reported a position in WLKP in Q4 2020 and has held it in 23 quarters since. The position peaked at $269K in Q1 2022. 56 funds tracked by Wall St. Rank hold WLKP as of Q2 2026.

  • Geneos Wealth Management held 6,966 shares of Westlake Chemical Partners worth $155K as of Q2 2026.
  • Geneos Wealth Management bought 92 Westlake Chemical Partners shares in Q2 2026, an estimated $2.1K.
  • Westlake Chemical Partners made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1081 holding.
  • Geneos Wealth Management first reported a position in Westlake Chemical Partners in Q4 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's Westlake Chemical Partners position peaked at $269K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2026.

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