Genesis Private Wealth’s TotalEnergies TTE Stock Holding History

Genesis Private Wealth’s Portfolio TTE Stock Details TTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$492K	Sell	6,333 -1,071	-14%	-$94.7K	0.14%	88
2026 Q1	$674K	Buy	7,404 +475	+7%	+$36.3K	0.21%	73
2025 Q4	$453K	Sell	6,929 -37	-0.5%	-$2.34K	0.14%	92
2025 Q3	$416K	Buy	6,966 +434	+7%	+$26.8K	0.17%	70
2025 Q2	$401K	Sell	6,532 -1,060	-14%	-$62.9K	0.19%	66
2025 Q1	$491K	Buy	7,592 +2,669	+54%	+$161K	0.26%	51
2024 Q4	$268K	Buy	+4,923	New	+$299K	0.15%	90

Other funds holding TTE

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

BDL

Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Genesis Private Wealth's TTE Position: Q2 2026 in Review

Genesis Private Wealth reduced its TotalEnergies (TTE) stake by 14% in Q2 2026, selling an estimated $94.7K and leaving 6,333 shares worth $492K. The position accounts for 0.14% of the portfolio, ranked #88.

Genesis Private Wealth first reported a position in TTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $674K in Q1 2026. 193 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

Genesis Private Wealth held 6,333 shares of TotalEnergies worth $492K as of Q2 2026.
Genesis Private Wealth sold 1,071 TotalEnergies shares in Q2 2026, an estimated $94.7K.
TotalEnergies made up 0.14% of Genesis Private Wealth's portfolio in Q2 2026, its #88 holding.
Genesis Private Wealth first reported a position in TotalEnergies in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's TotalEnergies position peaked at $674K in Q1 2026.
193 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.