Quanta Services, Inc.
MX ˙ BMV ˙ US74762E1029
SecurityMX:PWR / Quanta Services, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership283 shares
Latest Disclosed Value $ 155,373
Geneos Wealth Management Inc. reports 34.76% increase in ownership of PWR / Quanta Services, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 283 shares of Quanta Services, Inc. (MX:PWR) valued at $155,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 210 shares of Quanta Services, Inc.. This represents a change in shares of 34.76% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F QUANTA SVCS COM 74762E102 283 73 34.76 155 76.14 0.0036
2026-01-28 2025-12-31 13F QUANTA SVCS COM 74762E102 210 0 0.00 89 1.15 0.0022
2025-10-22 2025-09-30 13F QUANTA SVCS COM 74762E102 210 -4,657 -95.69 87 -95.27 0.0022
2025-08-18 2025-06-30 13F QUANTA SVCS COM 74762E102 4,867 35 0.72 1,840 49.84 0.0450
2025-05-21 2025-03-31 13F/A-1 QUANTA SVCS COM 74762E102 4,832 665 15.96 1,228 -6.69 0.0411
2025-05-08 2025-03-31 13F QUANTA SVCS COM 74762E102 8,728 4,561 2,218 0.0560
2025-01-21 2024-12-31 13F QUANTA SVCS COM 74762E102 4,167 29 0.70 1,317 6.73 0.0461
2024-11-14 2024-09-30 13F QUANTA SVCS COM 74762E102 4,138 4,093 9,095.56 1,234 11,109.09 0.0471
2024-07-23 2024-06-30 13F QUANTA SVCS COM 74762E102 45 25 125.00 11 120.00 0.0005
2024-05-03 2024-03-31 13F QUANTA SVCS COM 74762E102 20 10 100.00 5 150.00 0.0002
2024-01-26 2023-12-31 13F QUANTA SVCS COM 74762E102 10 -173 -94.54 2 -94.12 0.0001
2023-10-11 2023-09-30 13F QUANTA SVCS COM 74762E102 183 173 1,730.00 34 3,300.00 0.0018
2023-08-08 2023-06-30 13F QUANTA SVCS COM 74762E102 10 0 0.00 2 0.00 0.0001
2023-04-25 2023-03-31 13F QUANTA SVCS COM 74762E102 10 10 2 0.0001
2023-01-30 2022-12-31 13F QUANTA SVCS COM 74762E102 0 -20 -100.00 0 -100.00
2022-11-14 2022-09-30 13F QUANTA SVCS COM 74762E102 20 20 2 0.0001
2022-07-22 2022-06-30 13F QUANTA SVCS COM 74762E102 0 -63 -100.00 0 -100.00
2022-05-16 2022-03-31 13F QUANTA SVCS COM 74762E102 63 13 26.00 8 60.00 0.0003
2022-02-09 2021-12-31 13F QUANTA SVCS COM 74762E102 50 50 5 0.0002
2021-07-08 2021-06-30 13F QUANTA SVCS COM 74762E102 0 -17 -100.00 0 -100.00
2021-06-17 2021-03-31 13F QUANTA SVCS COM 74762E102 17 17 -98.79 1 -98.61 0.0000
2021-05-19 2020-12-31 13F QUANTA SVCS COM 74762E102 0 -1,409 -100.00 0 -100.00
2021-09-07 2020-09-30 13F QUANTA SVCS COM 74762E102 1,409 0 0.00 72 33.33 0.0037
2021-09-07 2020-06-30 13F QUANTA SVCS COM 74762E102 1,409 -389 -21.64 54 1.89 0.0030
2021-09-07 2020-03-31 13F QUANTA SVCS COM 74762E102 1,798 490 37.46 53 0.00 0.0036
2021-09-07 2019-12-31 13F QUANTA SVCS COM 74762E102 1,308 0 0.00 53 8.16 0.0028
2021-09-07 2019-09-30 13F QUANTA SVCS COM 74762E102 1,308 0 0.00 49 0.00 0.0029
2021-09-07 2019-06-30 13F QUANTA SVCS COM 74762E102 1,308 0 0.00 49 0.00 0.0030
2021-09-07 2019-03-31 13F QUANTA SVCS COM 74762E102 1,308 30 2.35 49 28.95 0.0032
2021-09-07 2018-12-31 13F QUANTA SVCS COM 74762E102 1,278 399 45.39 38 31.03 0.0028
2021-09-07 2018-09-30 13F QUANTA SVCS COM 74762E102 879 0 0.00 29 0.00 0.0019
2021-09-07 2018-06-30 13F QUANTA SVCS COM 74762E102 879 700 391.06 29 383.33 0.0023
2021-09-07 2018-03-31 13F QUANTA SVCS COM 74762E102 179 -300 -62.63 6 -66.67 0.0005
2021-09-07 2017-12-31 13F QUANTA SVCS COM 74762E102 479 0 0.00 18 5.88 0.0016
2021-09-07 2017-09-30 13F QUANTA SVCS COM 74762E102 479 0 0.00 17 13.33 0.0017
2021-09-07 2017-06-30 13F QUANTA SVCS COM 74762E102 479 0 0.00 15 -11.76 0.0015
2021-09-07 2017-03-31 13F QUANTA SVCS COM 74762E102 479 0 0.00 17 6.25 0.0018
2021-09-07 2016-12-31 13F QUANTA SVCS COM 74762E102 479 0 0.00 16 23.08 0.0021
2021-09-07 2016-09-30 13F QUANTA SVCS COM 74762E102 479 0 0.00 13 18.18 0.0018
2021-09-07 2016-06-30 13F QUANTA SVCS COM 74762E102 479 0 0.00 11 10.00 0.0016
2021-09-07 2016-03-31 13F QUANTA SVCS COM 74762E102 479 479 10 0.0015
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.