Geneos Wealth Management Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in WTRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$72,444
-$2,699 QoQ
Shares Held
1,891
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#527
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Geneos Wealth Management Inc. holds $202,971 across 2 Utilities - Regulated Water names. WTRG ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
992 | $130,527 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
1,891 | $72,444 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,444 | 1,891 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $75,143 | 1,866 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $71,579 | 1,866 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $74,453 | 1,866 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $69,303 | 1,866 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $73,762 | 1,866 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $69,262 | 1,907 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $73,552 | 1,907 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $82,051 | 2,198 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $69,135 | 1,866 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $69,695 | 1,866 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $64,059 | 1,866 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $74,472 | 1,866 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $81,450 | 1,866 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $91,450 | 1,916 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $97,905 | 2,366 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $261,207 | 5,697 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $304,734 | 5,960 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $328,904 | 6,126 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $282,193 | 6,124 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $277,490 | 6,072 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $279,061 | 6,236 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $288,516 | 6,101 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $240,171 | 5,967 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $251,961 | 5,965 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $258,974 | 6,363 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||