Geneos Wealth Management Inc.

Position in ET — Energy Transfer LP

CIK 1764754 ENGLEWOOD, CO

Position in ET

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$423,036

+$51,368 QoQ

Shares Held

21,919

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Energy · as of Mar 31, 2026

Geneos Wealth Management Inc. holds $23,228,588 across 23 Oil & Gas Midstream names. ET ranks #7 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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.	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 This page	21,919	$423,036
8	GEL	Genesis Energy LP	13,155	$234,553

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$423,036	21,919	-2.8%	Shares	Sole	2026-05-05
2025-12-31	$371,668	22,539	-79.1%	Shares	Sole	2026-01-28
2025-09-30	$1,851,220	107,880	-3.6%	Shares	Sole	2025-10-22
2025-06-30	$2,029,055	111,917	+84.6%	Shares	Sole	2025-08-18
2025-03-31	$1,127,186	60,634	+3.1%	Shares	Sole	2025-05-21
2024-12-31	$1,151,833	58,797	-1.0%	Shares	Sole	2025-01-21
2024-09-30	$952,968	59,375	-28.2%	Shares	Sole	2024-11-14
2024-06-30	$1,341,929	82,733	+2.4%	Shares	Sole	2024-07-23
2024-03-31	$1,271,471	80,831	+3.4%	Shares	Sole	2024-05-03
2023-12-31	$1,079,049	78,192	-15.8%	Shares	Sole	2024-01-26
2023-09-30	$1,302,643	92,847	-2.4%	Shares	Sole	2023-10-11
2023-06-30	$1,208,735	95,176	+13.7%	Shares	Sole	2023-08-08
2023-03-31	$1,044,100	83,729	-4.0%	Shares	Sole	2023-04-25
2022-12-31	$1,035,158	87,208	-0.4%	Shares	Sole	2023-01-31
2022-09-30	$965,985	87,578	-14.5%	Shares	Sole	2022-11-14
2022-06-30	$1,022,141	102,419	+20.0%	Shares	Sole	2022-07-22
2022-03-31	$955,312	85,372	-84.3%	Shares	Sole	2022-05-16
2021-12-31	$4,474,708	543,707	+7.8%	Shares	Sole	2022-02-09
2021-09-30	$4,833,167	504,506	+6.0%	Shares	Sole	2021-11-09
2021-06-30	$5,059,869	475,999	-11.0%	Shares	Sole	2021-07-08
2021-03-31	$4,106,949	534,759	-0.3%	Shares	Sole	2021-06-17
2020-12-31	$3,314,173	536,274	+35.2%	Shares	Sole	2021-05-19
2020-09-30	$2,149,729	396,629	-5.5%	Shares	Sole	2021-09-07
2020-06-30	$2,986,946	419,515	+19.3%	Shares	Sole	2021-09-07
2020-03-31	$1,617,240	351,574	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.