TCP β€” TC PIPELINES LP

Ownership history in Geneos Wealth Management Inc.  Β·  1 quarter on record

AI Ownership Summary

Geneos Wealth Management Inc. reported TC PIPELINES LP (TCP) in 1 quarterly 13F filing .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TCP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geneos Wealth Management Inc.'s position in TC PIPELINES LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
1 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Geneos Wealth Management Inc. held TCP β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TCP

As of 2021 Q2 β€” sorted by position size

WASHINGTON TRUST Co 3Y 7Y 0.0%

FAQ About Geneos Wealth Management Inc. and TCP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Geneos Wealth Management Inc. reported owning TCP?

Geneos Wealth Management Inc. reported TCP across 0 quarterly 13F filings.

What was the largest reported TCP position in Geneos Wealth Management Inc.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for TCP in Geneos Wealth Management Inc..

What is the latest reported TCP position on this page?

The most recent filing on this page is 2021 Q2, when Geneos Wealth Management Inc. reported 365 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this TCP ownership page compare?

The chart compares Geneos Wealth Management Inc.'s quarterly TCP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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