Position in CEG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$818,627
-$55,704 QoQ
Shares Held
3,296
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#875
of 1,840 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Geneos Wealth Management Inc. holds $2,393,400 across 5 Utilities - Independent Power Producers names. CEG ranks #2 (34.2% of the industry book) .
All Filings in CEG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,627 | 3,296 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $874,331 | 3,131 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,151,660 | 3,260 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,084,614 | 3,296 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,258,441 | 3,899 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $738,167 | 3,661 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $472,475 | 2,112 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $562,163 | 2,162 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $361,487 | 1,805 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $293,911 | 1,590 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $185,738 | 1,589 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $176,382 | 1,617 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $361,256 | 3,946 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $108,487 | 1,382 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $138,711 | 1,609 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $133,852 | 1,609 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $352,320 | 6,153 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $269,268 | 4,787 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||