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Geneos Wealth Management’s Abbott ABT Stock Holding History

Geneos Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.57M Sell
73,684
-5,910
-7% -$667K 0.18% 137
2025
Q4 		$9.97M Sell
79,594
-1,842
-2% -$235K 0.24% 100
2025
Q3 		$10.9M Buy
81,436
+61,997
+319% +$8.14M 0.28% 84
2025
Q2 		$2.64M Sell
19,439
-16,890
-46% -$2.23M 0.06% 320
2025
Q1 		$4.82M Buy
36,329
+24,287
+202% +$3.09M 0.07% 310
2024
Q4 		$1.36M Sell
12,042
-476
-4% -$55K 0.05% 348
2024
Q3 		$1.43M Buy
12,518
+2,394
+24% +$263K 0.05% 335
2024
Q2 		$1.05M Buy
10,124
+247
+3% +$26.2K 0.05% 350
2024
Q1 		$1.12M Buy
9,877
+159
+2% +$18.2K 0.05% 330
2023
Q4 		$1.07M Sell
9,718
-863
-8% -$86.2K 0.05% 313
2023
Q3 		$1.02M Buy
10,581
+221
+2% +$23.2K 0.05% 316
2023
Q2 		$1.13M Buy
10,360
+557
+6% +$59.4K 0.06% 295
2023
Q1 		$993K Sell
9,803
-607
-6% -$64.1K 0.06% 289
2022
Q4 		$1.14M Buy
10,410
+679
+7% +$70.3K 0.07% 251
2022
Q3 		$941K Sell
9,731
-14,905
-61% -$1.59M 0.06% 263
2022
Q2 		$2.71M Sell
24,636
-1,791
-7% -$203K 0.13% 173
2022
Q1 		$3.13M Sell
26,427
-1,924
-7% -$239K 0.13% 170
2021
Q4 		$3.99M Sell
28,351
-11,420
-29% -$1.46M 0.15% 153
2021
Q3 		$4.66M Buy
39,771
+140
+0.4% +$17.2K 0.18% 138
2021
Q2 		$4.68M Sell
39,631
-7,879
-17% -$919K 0.18% 131
2021
Q1 		$5.71M Buy
47,510
+1,895
+4% +$225K 0.16% 152
2020
Q4 		$4.94M Buy
45,615
+1,738
+4% +$189K 0.2% 123
2020
Q3 		$4.54M Sell
43,877
-3,247
-7% -$329K 0.24% 98
2020
Q2 		$4.18M Buy
47,124
+744
+2% +$67.2K 0.23% 102
2020
Q1 		$3.46M Sell
46,380
-1,575
-3% -$131K 0.23% 99
2019
Q4 		$4.19M Buy
47,955
+5
+0% +$419 0.22% 121
2019
Q3 		$3.92M Sell
47,950
-699
-1% -$59.4K 0.23% 109
2019
Q2 		$4.09M Sell
48,649
-1,622
-3% -$128K 0.25% 106
2019
Q1 		$4.02M Sell
50,271
-3,004
-6% -$224K 0.27% 100
2018
Q4 		$3.79M Sell
53,275
-2,570
-5% -$181K 0.28% 95
2018
Q3 		$4.1M Buy
55,845
+13,873
+33% +$911K 0.27% 103
2018
Q2 		$2.56M Sell
41,972
-4,289
-9% -$260K 0.2% 127
2018
Q1 		$2.77M Sell
46,261
-1,274
-3% -$76.8K 0.24% 110
2017
Q4 		$2.71M Sell
47,535
-1,800
-4% -$99.8K 0.24% 108
2017
Q3 		$2.63M Sell
49,335
-3,143
-6% -$158K 0.26% 111
2017
Q2 		$2.55M Sell
52,478
-560
-1% -$25.3K 0.26% 99
2017
Q1 		$2.35M Buy
53,038
+3,945
+8% +$171K 0.24% 103
2016
Q4 		$1.89M Sell
49,093
-6,693
-12% -$265K 0.25% 98
2016
Q3 		$2.36M Sell
55,786
-2,691
-5% -$115K 0.32% 78
2016
Q2 		$2.31M Buy
58,477
+9,420
+19% +$375K 0.34% 72
2016
Q1 		$2.07M Buy
+49,057
New +$1.94M 0.32% 74

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geneos Wealth Management's ABT Position: Q1 2026 in Review

Geneos Wealth Management reduced its Abbott (ABT) stake by 7.4% in Q1 2026, selling an estimated $667K and leaving 73,684 shares worth $7.57M. The position accounts for 0.18% of the portfolio, ranked #137.

Geneos Wealth Management first reported a position in ABT in Q1 2016 and has held it in 41 quarters since. The position peaked at $10.9M in Q3 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Geneos Wealth Management held 73,684 shares of Abbott worth $7.57M as of Q1 2026.
  • Geneos Wealth Management sold 5,910 Abbott shares in Q1 2026, an estimated $667K.
  • Abbott made up 0.18% of Geneos Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Geneos Wealth Management first reported a position in Abbott in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Abbott position peaked at $10.9M in Q3 2025.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.