Geneos Wealth Management Inc.
Position in EPD — Enterprise Products Partners L.P.
CIK 1764754
ENGLEWOOD, CO
Position in EPD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,094,065
+$335,735 QoQ
Shares Held
55,340
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Geneos Wealth Management Inc. holds $23,228,588 across 23 Oil & Gas Midstream names. EPD ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
328,760 | $11,023,322 | |
| 2 | OKE |
Oneok Inc /New/
|
51,586 | $4,662,858 | |
| 3 | EPD |
Enterprise Products Partners L.P.
This page
|
55,340 | $2,094,065 | |
| 4 | ENB |
Enbridge Inc
|
36,349 | $1,967,934 | |
| 5 | KNTK |
Kinetik Holdings Inc.
|
19,006 | $920,080 | |
| 6 | WMB |
Williams Companies, Inc.
|
9,996 | $727,508 | |
| 7 | ET |
Energy Transfer LP
|
21,919 | $423,036 | |
| 8 | GEL |
Genesis Energy LP
|
13,155 | $234,553 |
All Filings in EPD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,094,065 | 55,340 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,758,330 | 54,845 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,629,729 | 52,118 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,499,271 | 48,348 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $895,526 | 26,231 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $804,854 | 25,665 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $732,203 | 25,153 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $791,617 | 27,316 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $635,306 | 21,772 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $574,930 | 21,819 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $795,536 | 29,066 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $812,027 | 30,817 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,752,912 | 67,680 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,885,074 | 78,154 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,604,555 | 67,475 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,164,275 | 88,809 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,013,360 | 78,007 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,530,875 | 69,712 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,612,785 | 74,528 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,499,196 | 62,130 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,369,445 | 62,191 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,352,630 | 69,047 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $1,135,443 | 71,909 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $1,356,154 | 74,637 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $1,058,586 | 74,027 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||