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Geneos Wealth Management’s Accenture ACN Stock Holding History

Geneos Wealth Management’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.61M Buy
28,284
+2,107
+8% +$491K 0.13% 190
2025
Q4 		$7.02M Sell
26,177
-238
-0.9% -$60.5K 0.17% 146
2025
Q3 		$6.51M Buy
26,415
+117
+0.4% +$30.5K 0.17% 155
2025
Q2 		$7.86M Sell
26,298
-16,472
-39% -$5.02M 0.19% 133
2025
Q1 		$13.7M Buy
42,770
+29,260
+217% +$10.3M 0.2% 128
2024
Q4 		$4.75M Buy
13,510
+284
+2% +$102K 0.17% 144
2024
Q3 		$4.68M Buy
13,226
+1,212
+10% +$399K 0.18% 136
2024
Q2 		$3.65M Buy
12,014
+670
+6% +$205K 0.16% 143
2024
Q1 		$3.93M Buy
11,344
+112
+1% +$40.8K 0.18% 143
2023
Q4 		$3.94M Sell
11,232
-117
-1% -$37.7K 0.19% 129
2023
Q3 		$3.49M Buy
11,349
+328
+3% +$103K 0.18% 145
2023
Q2 		$3.4M Buy
11,021
+632
+6% +$184K 0.18% 147
2023
Q1 		$2.97M Sell
10,389
-1,839
-15% -$501K 0.18% 144
2022
Q4 		$3.26M Buy
12,228
+521
+4% +$144K 0.2% 128
2022
Q3 		$3.01M Sell
11,707
-2,211
-16% -$639K 0.21% 120
2022
Q2 		$3.91M Buy
13,918
+327
+2% +$98.3K 0.19% 123
2022
Q1 		$4.58M Buy
13,591
+1,842
+16% +$621K 0.2% 121
2021
Q4 		$4.87M Buy
11,749
+196
+2% +$71.4K 0.19% 127
2021
Q3 		$3.75M Buy
11,553
+644
+6% +$209K 0.14% 161
2021
Q2 		$3.33M Sell
10,909
-1,331
-11% -$381K 0.13% 171
2021
Q1 		$3.55M Sell
12,240
-839
-6% -$217K 0.1% 212
2020
Q4 		$2.96M Buy
13,079
+2,015
+18% +$483K 0.12% 187
2020
Q3 		$2.38M Buy
11,064
+927
+9% +$212K 0.12% 180
2020
Q2 		$2.15M Buy
10,137
+2,048
+25% +$387K 0.12% 181
2020
Q1 		$1.32M Sell
8,089
-1,226
-13% -$236K 0.09% 222
2019
Q4 		$1.98M Buy
9,315
+955
+11% +$186K 0.11% 208
2019
Q3 		$1.6M Buy
8,360
+1,441
+21% +$279K 0.1% 206
2019
Q2 		$1.28M Buy
6,919
+1,445
+26% +$260K 0.08% 233
2019
Q1 		$904K Buy
5,474
+2,113
+63% +$332K 0.06% 282
2018
Q4 		$480K Buy
3,361
+1,418
+73% +$224K 0.04% 385
2018
Q3 		$337K Buy
1,943
+393
+25% +$65.4K 0.02% 479
2018
Q2 		$253K Sell
1,550
-569
-27% -$88.5K 0.02% 500
2018
Q1 		$325K Sell
2,119
-167
-7% -$26.5K 0.03% 397
2017
Q4 		$350K Buy
2,286
+51
+2% +$7.39K 0.03% 396
2017
Q3 		$301K Sell
2,235
-13
-0.6% -$1.69K 0.03% 403
2017
Q2 		$278K Buy
2,248
+8
+0.4% +$975 0.03% 414
2017
Q1 		$268K Buy
2,240
+66
+3% +$7.88K 0.03% 405
2016
Q4 		$254K Sell
2,174
-673
-24% -$79.9K 0.03% 406
2016
Q3 		$347K Buy
2,847
+31
+1% +$3.53K 0.05% 319
2016
Q2 		$319K Buy
2,816
+7
+0.2% +$812 0.05% 330
2016
Q1 		$326K Buy
+2,809
New +$289K 0.05% 319

Other funds holding ACN

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geneos Wealth Management increased its Accenture (ACN) stake by 8% in Q1 2026, buying an estimated $491K and bringing the position to 28,284 shares worth $5.61M. The position accounts for 0.13% of the portfolio, ranked #190.

Geneos Wealth Management first reported a position in ACN in Q1 2016 and has held it in 41 quarters since. The position peaked at $13.7M in Q1 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Geneos Wealth Management held 28,284 shares of Accenture worth $5.61M as of Q1 2026.
  • Geneos Wealth Management bought 2,107 Accenture shares in Q1 2026, an estimated $491K.
  • Accenture made up 0.13% of Geneos Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Geneos Wealth Management first reported a position in Accenture in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Accenture position peaked at $13.7M in Q1 2025.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

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