Geneos Wealth Management Inc.

Position in CWEN — Clearway Energy, Inc.

CIK 1764754 ENGLEWOOD, CO

Back to CWEN Full portfolio

Position in CWEN

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

Position Value

$48,535

+$2,566 QoQ

Shares Held

1,420

+21.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#354

of 477 holders

Holding Since

Mar 2020

26 quarters on record

Common Shares in CWEN Over Time

Shares Held

Position Value (USD)

Position in Utilities - Renewable

Utilities · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $57,487 across 4 Utilities - Renewable names. CWEN ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CWEN	Clearway Energy, Inc. This page	1,420	$48,535
2	XIFR	XPLR Infrastructure, LP	360	$4,251
3	ORA	Ormat Technologies, Inc.	35	$3,811
4	BEPC	Brookfield Renewable Corp	24	$890

All Filings in CWEN

Export CSV

45 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,535	1,420	+21.4%	Shares	Sole	2026-08-06
2026-03-31	$45,969	1,170	-5.3%	Shares	Sole	2026-05-05
2025-12-31	$41,076	1,235	+94.5%	Shares	Sole	2026-01-28
2025-09-30	$17,938	635	0.0%	Shares	Sole	2025-10-22
2025-06-30 CWEN-A	—	23	0.0%	Shares	Sole	2025-08-18
2025-06-30	$20,320	635	+27.0%	Shares	Sole	2025-08-18
2025-03-31 CWEN-A	—	23	-92.9%	Shares	Sole	2025-05-08
2025-03-31	$15,135	500	0.0%	Shares	Sole	2025-05-08
2024-12-31 CWEN-A	—	322	0.0%	Shares	Sole	2025-01-21
2024-12-31	$13,000	500	0.0%	Shares	Sole	2025-01-21
2024-09-30 CWEN-A	—	322	0.0%	Shares	Sole	2024-11-14
2024-09-30	$15,340	500	0.0%	Shares	Sole	2024-11-14
2024-06-30 CWEN-A	—	322	0.0%	Shares	Sole	2024-07-23
2024-06-30	$12,345	500	0.0%	Shares	Sole	2024-07-23
2024-03-31 CWEN-A	—	322	-16.4%	Shares	Sole	2024-05-03
2024-03-31	$11,525	500	0.0%	Shares	Sole	2024-05-03
2023-12-31 CWEN-A	—	385	0.0%	Shares	Sole	2024-01-26
2023-12-31	$13,715	500	0.0%	Shares	Sole	2024-01-26
2023-09-30 CWEN-A	—	385	-45.2%	Shares	Sole	2023-10-11
2023-09-30	$10,580	500	0.0%	Shares	Sole	2023-10-11
2023-06-30 CWEN-A	—	702	0.0%	Shares	Sole	2023-08-08
2023-06-30	$14,280	500	0.0%	Shares	Sole	2023-08-08
2023-03-31 CWEN-A	—	702	+9.9%	Shares	Sole	2023-04-25
2023-03-31	$15,665	500	0.0%	Shares	Sole	2023-04-25
2022-12-31 CWEN-A	—	639	0.0%	Shares	Sole	2023-01-31
2022-12-31	$15,935	500	-28.6%	Shares	Sole	2023-01-31
2022-09-30 CWEN-A	—	639	0.0%	Shares	Sole	2022-11-14
2022-09-30	$22,295	700	0.0%	Shares	Sole	2022-11-14
2022-06-30 CWEN-A	—	639	0.0%	Shares	Sole	2022-07-22
2022-06-30	$24,388	700	0.0%	Shares	Sole	2022-07-22
2022-03-31 CWEN-A	—	639	0.0%	Shares	Sole	2022-05-16
2022-03-31	$25,557	700	0.0%	Shares	Sole	2022-05-16
2021-12-31 CWEN-A	—	639	-0.5%	Shares	Sole	2022-02-09
2021-12-31	$25,221	700	0.0%	Shares	Sole	2022-02-09
2021-09-30 CWEN-A	—	642	0.0%	Shares	Sole	2021-11-09
2021-09-30	$21,189	700	0.0%	Shares	Sole	2021-11-09
2021-06-30 CWEN-A	—	642	+213.2%	Shares	Sole	2021-07-08
2021-06-30	$18,536	700	0.0%	Shares	Sole	2021-07-08
2021-03-31 CWEN-A	—	205	-1.4%	Shares	Sole	2021-06-17
2021-03-31	$19,698	700	0.0%	Shares	Sole	2021-06-17
2020-12-31 CWEN-A	—	208	—	Shares	Sole	2021-05-19
2020-12-31	$22,351	700	0.0%	Shares	Sole	2021-05-19
2020-09-30	$18,872	700	0.0%	Shares	Sole	2021-09-07
2020-06-30	$16,142	700	0.0%	Shares	Sole	2021-09-07
2020-03-31	$13,160	700	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.