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Equibles

Geneos Wealth Management Inc.

Position in CAPL — CrossAmerica Partners LP

CIK 1764754 ENGLEWOOD, CO
Back to CAPL Full portfolio

Position in CAPL

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$26,904
+$1,968 QoQ
Shares Held
1,200
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 59 holders
Holding Since
Mar 2020
17 quarters on record

Common Shares in CAPL Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $8,032,967 across 6 Oil & Gas Refining & Marketing names. CAPL ranks #4 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VLO
Valero Energy Corp/Tx
 15,922 $4,146,725
2 PSX
Phillips 66
 18,422 $3,114,239
3 MPC
Marathon Petroleum Corp
 2,835 $724,824
4 CAPL
CrossAmerica Partners LP
This page 		1,200 $26,904
5 SUN
Sunoco LP
 288 $19,440
6 DINO
HF Sinclair Corp
 12 $835

All Filings in CAPL

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,904 1,200
2026-03-31 $24,936 1,200
2025-12-31 $24,720 1,200
2025-09-30 $25,236 1,200
2025-06-30 $25,104 1,200
2025-03-31 $29,484 1,200
2024-12-31 $26,400 1,200
2024-09-30 $24,864 1,200
2022-09-30 $4,672 250
2021-12-31 $2,859 150
2021-09-30 $2,983 150
2021-06-30 $2,859 150
2021-03-31 $2,787 150
2020-12-31 $34,340 2,000
2020-09-30 $14,870 1,000
2020-06-30 $13,460 1,000
2020-03-31 $8,060 1,000