Geneos Wealth Management Inc.

Position in ENB — Enbridge Inc

CIK 1764754 ENGLEWOOD, CO

Position in ENB

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

Position Value

$2,037,211

+$69,277 QoQ

Shares Held

37,580

+3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#473

of 1,499 holders

Holding Since

Mar 2020

26 quarters on record

Energy · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $22,633,899 across 23 Oil & Gas Midstream names. ENB ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	331,434	$10,595,944
2	OKE	Oneok Inc /New/	50,232	$4,367,170
3	EPD	Enterprise Products Partners L.P.	59,120	$2,173,251
4	ENB	Enbridge Inc This page	37,580	$2,037,211
5	KNTK	Kinetik Holdings Inc.	19,842	$959,162
6	WMB	Williams Companies, Inc.	9,577	$711,954
7	ET	Energy Transfer LP	22,321	$426,777
8	GLP	Global Partners LP	4,245	$197,774

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,037,211	37,580	+3.4%	Shares	Sole	2026-08-06
2026-03-31	$1,967,934	36,349	+0.7%	Shares	Sole	2026-05-05
2025-12-31	$1,726,232	36,091	+13.2%	Shares	Sole	2026-01-28
2025-09-30	$1,609,169	31,890	+1.5%	Shares	Sole	2025-10-22
2025-06-30	$1,424,090	31,423	+5.0%	Shares	Sole	2025-08-18
2025-03-31	$1,325,622	29,917	+73.6%	Shares	Sole	2025-05-08
2024-12-31	$731,281	17,235	+26.4%	Shares	Sole	2025-01-21
2024-09-30	$553,798	13,637	+1.5%	Shares	Sole	2024-11-14
2024-06-30	$478,151	13,435	-1.8%	Shares	Sole	2024-07-23
2024-03-31	$495,087	13,684	+5.0%	Shares	Sole	2024-05-03
2023-12-31	$469,592	13,037	-50.7%	Shares	Sole	2024-01-26
2023-09-30	$878,506	26,469	+6.4%	Shares	Sole	2023-10-11
2023-06-30	$924,440	24,884	+14.8%	Shares	Sole	2023-08-08
2023-03-31	$827,282	21,685	-60.0%	Shares	Sole	2023-04-25
2022-12-31	$2,120,314	54,228	-11.2%	Shares	Sole	2023-01-31
2022-09-30	$2,266,735	61,098	-17.2%	Shares	Sole	2022-11-14
2022-06-30	$3,119,759	73,823	-9.5%	Shares	Sole	2022-07-22
2022-03-31	$3,758,869	81,555	-2.5%	Shares	Sole	2022-05-16
2021-12-31	$3,267,752	83,617	+4.8%	Shares	Sole	2022-02-09
2021-09-30	$3,174,408	79,759	+3.8%	Shares	Sole	2021-11-09
2021-06-30	$3,077,674	76,865	-2.4%	Shares	Sole	2021-07-08
2021-03-31	$2,867,009	78,764	-20.9%	Shares	Sole	2021-06-17
2020-12-31	$3,186,971	99,624	+25.3%	Shares	Sole	2021-05-19
2020-09-30	$2,322,042	79,522	+15.8%	Shares	Sole	2021-09-07
2020-06-30	$2,089,610	68,692	+7.5%	Shares	Sole	2021-09-07
2020-03-31	$1,859,141	63,910	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.