GWM
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Geneos Wealth Management’s Autodesk ADSK Stock Holding History

Geneos Wealth Management’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$541K Sell
2,261
-152
-6% -$38.2K 0.01% 678
2025
Q4 		$714K Sell
2,413
-527
-18% -$159K 0.02% 579
2025
Q3 		$934K Sell
2,940
-367
-11% -$112K 0.02% 504
2025
Q2 		$1.02M Sell
3,307
-2,479
-43% -$703K 0.03% 529
2025
Q1 		$1.51M Buy
5,786
+3,493
+152% +$993K 0.02% 554
2024
Q4 		$678K Buy
2,293
+4
+0.2% +$1.18K 0.02% 505
2024
Q3 		$631K Sell
2,289
-880
-28% -$222K 0.02% 501
2024
Q2 		$784K Buy
3,169
+411
+15% +$92.3K 0.03% 400
2024
Q1 		$718K Buy
2,758
+293
+12% +$74.1K 0.03% 414
2023
Q4 		$600K Buy
2,465
+147
+6% +$31.7K 0.03% 429
2023
Q3 		$480K Buy
2,318
+216
+10% +$45.4K 0.02% 477
2023
Q2 		$430K Buy
2,102
+921
+78% +$184K 0.02% 489
2023
Q1 		$246K Sell
1,181
-298
-20% -$61.4K 0.01% 599
2022
Q4 		$276K Sell
1,479
-157
-10% -$31.5K 0.02% 559
2022
Q3 		$305K Buy
1,636
+1,286
+367% +$260K 0.02% 498
2022
Q2 		$60K Sell
350
-25
-7% -$4.81K ﹤0.01% 1198
2022
Q1 		$80K Sell
375
-1,548
-80% -$357K ﹤0.01% 1172
2021
Q4 		$540K Sell
1,923
-35
-2% -$10.2K 0.02% 557
2021
Q3 		$556K Buy
1,958
+475
+32% +$145K 0.02% 540
2021
Q2 		$441K Sell
1,483
-81
-5% -$23.1K 0.02% 587
2021
Q1 		$456K Hold
1,564
– – 0.01% 659
2020
Q4 		$409K Buy
1,564
+96
+7% +$25.3K 0.02% 594
2020
Q3 		$334K Hold
1,468
– – 0.02% 529
2020
Q2 		$341K Sell
1,468
-100
-6% -$19.7K 0.02% 509
2020
Q1 		$221K Hold
1,568
– – 0.01% 582
2019
Q4 		$290K Hold
1,568
– – 0.02% 569
2019
Q3 		$227K Hold
1,568
– – 0.01% 613
2019
Q2 		$255K Hold
1,568
– – 0.02% 588
2019
Q1 		$244K Buy
1,568
+35
+2% +$5.23K 0.02% 579
2018
Q4 		$195K Sell
1,533
-10
-0.6% -$1.35K 0.01% 611
2018
Q3 		$240K Sell
1,543
-70
-4% -$9.88K 0.02% 577
2018
Q2 		$211K Hold
1,613
– – 0.02% 556
2018
Q1 		$202K Sell
1,613
-124
-7% -$14.8K 0.02% 541
2017
Q4 		$182K Sell
1,737
-90
-5% -$10.5K 0.02% 566
2017
Q3 		$205K Buy
1,827
+253
+16% +$27.9K 0.02% 503
2017
Q2 		$158K Buy
1,574
+15
+1% +$1.48K 0.02% 557
2017
Q1 		$134K Buy
1,559
+1,303
+509% +$109K 0.01% 577
2016
Q4 		$18K Hold
256
– – ﹤0.01% 1221
2016
Q3 		$18K Buy
256
+56
+28% +$3.53K ﹤0.01% 1157
2016
Q2 		$10K Hold
200
– – ﹤0.01% 1314
2016
Q1 		$11K Buy
+200
New +$10.4K ﹤0.01% 1268

Other funds holding ADSK

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Geneos Wealth Management reduced its Autodesk (ADSK) stake by 6.3% in Q1 2026, selling an estimated $38.2K and leaving 2,261 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #678.

Geneos Wealth Management first reported a position in ADSK in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.51M in Q1 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Geneos Wealth Management held 2,261 shares of Autodesk worth $541K as of Q1 2026.
  • Geneos Wealth Management sold 152 Autodesk shares in Q1 2026, an estimated $38.2K.
  • Autodesk made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #678 holding.
  • Geneos Wealth Management first reported a position in Autodesk in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Autodesk position peaked at $1.51M in Q1 2025.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

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