A detailed history of Geneos Wealth Management Inc. transactions in Energy Transfer LP stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 59,375 shares of ET stock, worth $1.12 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
59,375
Previous 82,733 28.23%
Holding current value
$1.12 Million
Previous $1.34 Million 29.01%
% of portfolio
0.04%
Previous 0.06%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$15.43 - $16.44 $360,413 - $384,005
-23,358 Reduced 28.23%
59,375 $952,000
Q2 2024

Jul 23, 2024

BUY
$15.1 - $16.25 $28,720 - $30,907
1,902 Added 2.35%
82,733 $1.34 Million
Q1 2024

May 03, 2024

BUY
$13.72 - $15.73 $36,207 - $41,511
2,639 Added 3.38%
80,831 $1.27 Million
Q4 2023

Jan 26, 2024

SELL
$13.02 - $14.03 $190,808 - $205,609
-14,655 Reduced 15.78%
78,192 $1.08 Million
Q3 2023

Oct 11, 2023

SELL
$12.56 - $14.03 $29,252 - $32,675
-2,329 Reduced 2.45%
92,847 $1.3 Million
Q2 2023

Aug 08, 2023

BUY
$12.32 - $12.91 $141,027 - $147,780
11,447 Added 13.67%
95,176 $1.21 Million
Q1 2023

Apr 25, 2023

SELL
$11.62 - $13.5 $40,425 - $46,966
-3,479 Reduced 3.99%
83,729 $1.04 Million
Q4 2022

Jan 30, 2023

SELL
$11.34 - $12.77 $4,195 - $4,724
-370 Reduced 0.42%
87,208 $1.03 Million
Q3 2022

Nov 14, 2022

SELL
$9.54 - $22.82 $141,583 - $338,671
-14,841 Reduced 14.49%
87,578 $965,000
Q2 2022

Jul 22, 2022

BUY
$9.79 - $12.31 $166,890 - $209,848
17,047 Added 19.97%
102,419 $1.02 Million
Q1 2022

May 16, 2022

SELL
$8.71 - $11.53 $3.99 Million - $5.28 Million
-458,335 Reduced 84.3%
85,372 $955,000
Q4 2021

Feb 09, 2022

BUY
$8.15 - $10.19 $319,488 - $399,458
39,201 Added 7.77%
543,707 $4.57 Million
Q3 2021

Nov 09, 2021

BUY
$8.73 - $10.71 $248,866 - $305,309
28,507 Added 5.99%
504,506 $4.93 Million
Q2 2021

Jul 08, 2021

SELL
$7.8 - $11.35 $458,328 - $666,926
-58,760 Reduced 10.99%
475,999 $5.1 Million
Q1 2021

Jun 17, 2021

SELL
$6.1 - $8.58 $9,241 - $12,998
-1,515 Reduced 0.28%
534,759 $4.6 Million
Q4 2020

May 19, 2021

BUY
$5.11 - $7.01 $713,585 - $978,911
139,645 Added 35.21%
536,274 $3.73 Million
Q3 2020

Sep 07, 2021

SELL
$5.42 - $7.15 $124,042 - $163,634
-22,886 Reduced 5.46%
396,629 $2.18 Million
Q2 2020

Sep 07, 2021

BUY
$5.03 - $9.34 $341,743 - $634,568
67,941 Added 19.32%
419,515 $2.98 Million
Q1 2020

Sep 07, 2021

BUY
$4.53 - $13.68 $900,274 - $2.72 Million
198,736 Added 130.03%
351,574 $1.68 Million
Q4 2019

Sep 07, 2021

BUY
$11.16 - $13.14 $329,342 - $387,774
29,511 Added 23.93%
152,838 $1.99 Million
Q3 2019

Sep 07, 2021

SELL
$13.02 - $15.1 $10,884 - $12,623
-836 Reduced 0.67%
123,327 $1.62 Million
Q2 2019

Sep 07, 2021

BUY
$13.74 - $15.74 $12,888 - $14,764
938 Added 0.76%
124,163 $1.75 Million
Q1 2019

Sep 07, 2021

BUY
$13.25 - $15.62 $48,044 - $56,638
3,626 Added 3.03%
123,225 $1.89 Million
Q4 2018

Sep 07, 2021

BUY
$11.8 - $18.09 $848,231 - $1.3 Million
71,884 Added 150.65%
119,599 $1.59 Million
Q3 2018

Sep 07, 2021

BUY
$17.05 - $18.97 $8,030 - $8,934
471 Added 1.0%
47,715 $831,000
Q2 2018

Sep 07, 2021

BUY
$14.17 - $17.89 $127 - $161
9 Added 0.02%
47,244 $814,000
Q1 2018

Sep 07, 2021

BUY
$14.2 - $19.18 $406,716 - $549,353
28,642 Added 154.05%
47,235 $671,000
Q4 2017

Sep 07, 2021

BUY
$15.79 - $18.7 $14,179 - $16,792
898 Added 5.07%
18,593 $320,000
Q3 2017

Sep 07, 2021

SELL
$16.24 - $17.99 $14,615 - $16,190
-900 Reduced 4.84%
17,695 $307,000
Q2 2017

Sep 07, 2021

BUY
N/A
579 Added 3.21%
18,595 $333,000
Q1 2017

Sep 07, 2021

BUY
N/A
5 Added 0.03%
18,016 $355,000
Q4 2016

Sep 07, 2021

BUY
N/A
105 Added 0.59%
18,011 $347,000
Q3 2016

Sep 07, 2021

SELL
N/A
-18,045 Reduced 50.19%
17,906 $300,000
Q2 2016

Sep 07, 2021

BUY
N/A
29,946 Added 498.68%
35,951 $496,000
Q1 2016

Sep 07, 2021

BUY
N/A
6,005
6,005 $41,000

Others Institutions Holding ET

About Energy Transfer LP


  • Ticker ET
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Midstream
  • Shares Outstandng 3,086,970,112
  • Market Cap $58.2B
  • Description
  • Energy Transfer LP provides energy-related services. The company owns and operates approximately 11,600 miles of natural gas transportation pipeline, and three natural gas storage facilities in Texas and two natural gas storage facilities located in the state of Texas and Oklahoma; and 19,830 miles of interstate natural gas pipeline. It also sel...
More about ET
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