Position in BTU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,610,599
-$1,768,388 QoQ
Shares Held
242,673
+8.4% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#51
of 326 holders
Holding Since
Sep 2021
13 quarters on record
Common Shares in BTU Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Jun 30, 2026Geneos Wealth Management Inc. holds $5,617,313 across 2 Thermal Coal names. BTU ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTU |
Peabody Energy Corp
This page
|
242,673 | $5,610,599 | |
| 2 | ARLP |
Alliance Resource Partners LP
|
280 | $6,714 |
All Filings in BTU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,610,599 | 242,673 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,378,987 | 223,945 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,067,234 | 204,284 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,045,668 | 190,259 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,480 | 930 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,642 | 195 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,361 | 65 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,725 | 65 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,437 | 65 | Shares | Sole | 2024-07-23 | |
| 2022-09-30 | $8,066 | 325 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,318 | 390 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,566 | 390 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $961 | 65 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||