Geneos Wealth Management Inc.

Position in AES — Aes Corp

CIK 1764754 ENGLEWOOD, CO

Position in AES

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$11,859

-$5,034 QoQ

Shares Held

809

-32.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#585

of 696 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $4,118,770 across 3 Utilities - Diversified names. AES ranks #2 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	44,205	$4,098,245
2	AES	Aes Corp This page	809	$11,859
3	BIPH	Brookfield Infrastructure Partners L.P.	562	$8,666

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,859	809	-32.5%	Shares	Sole	2026-08-06
2026-03-31	$16,893	1,199	+0.7%	Shares	Sole	2026-05-05
2025-12-31	$17,078	1,191	+0.8%	Shares	Sole	2026-01-28
2025-09-30	$15,541	1,181	+180.5%	Shares	Sole	2025-10-22
2025-06-30	$4,428	421	-20.1%	Shares	Sole	2025-08-18
2025-03-31	$6,545	527	+116.0%	Shares	Sole	2025-05-08
2024-12-31	$3,140	244	-0.4%	Shares	Sole	2025-01-21
2024-09-30	$4,914	245	+10.9%	Shares	Sole	2024-11-14
2024-06-30	$3,882	221	0.0%	Shares	Sole	2024-07-23
2024-03-31	$3,962	221	0.0%	Shares	Sole	2024-05-03
2023-12-31	$4,254	221	-67.3%	Shares	Sole	2024-01-26
2023-09-30	$10,260	675	+12.5%	Shares	Sole	2023-10-11
2023-06-30	$12,438	600	+11.1%	Shares	Sole	2023-08-08
2023-03-31	$13,003	540	0.0%	Shares	Sole	2023-04-25
2022-12-31	$15,530	540	+13.7%	Shares	Sole	2023-01-31
2022-09-30	$10,735	475	-34.5%	Shares	Sole	2022-11-14
2022-06-30	$15,232	725	0.0%	Shares	Sole	2022-07-22
2022-03-31	$18,654	725	0.0%	Shares	Sole	2022-05-16
2021-12-31	$17,617	725	-0.7%	Shares	Sole	2022-02-09
2021-09-30	$16,665	730	0.0%	Shares	Sole	2021-11-09
2021-06-30	$19,031	730	-69.6%	Shares	Sole	2021-07-08
2021-03-31	$64,317	2,399	-3.7%	Shares	Sole	2021-06-17
2020-12-31	$58,538	2,491	+127.9%	Shares	Sole	2021-05-19
2020-09-30	$19,794	1,093	0.0%	Shares	Sole	2021-09-07
2020-06-30	$15,837	1,093	-32.3%	Shares	Sole	2021-09-07
2020-03-31	$21,950	1,614	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.