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Geneos Wealth Management’s Aflac AFL Stock Holding History

Geneos Wealth Management’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290K Sell
2,642
-8,379
-76% -$929K 0.01% 847
2025
Q4 		$1.22M Sell
11,021
-28
-0.3% -$3.08K 0.03% 452
2025
Q3 		$1.23M Sell
11,049
-900
-8% -$94.5K 0.03% 441
2025
Q2 		$1.26M Sell
11,949
-12,579
-51% -$1.32M 0.03% 472
2025
Q1 		$2.73M Buy
24,528
+12,831
+110% +$1.36M 0.04% 415
2024
Q4 		$1.21M Sell
11,697
-279
-2% -$30.4K 0.04% 371
2024
Q3 		$1.34M Buy
11,976
+723
+6% +$73.5K 0.05% 345
2024
Q2 		$1.01M Hold
11,253
– – 0.04% 361
2024
Q1 		$966K Hold
11,253
– – 0.04% 358
2023
Q4 		$928K Sell
11,253
-780
-6% -$62.9K 0.05% 340
2023
Q3 		$924K Buy
12,033
+46
+0.4% +$3.42K 0.05% 331
2023
Q2 		$837K Buy
11,987
+493
+4% +$33K 0.04% 349
2023
Q1 		$742K Sell
11,494
-898
-7% -$61.5K 0.05% 360
2022
Q4 		$891K Sell
12,392
-773
-6% -$51.8K 0.05% 294
2022
Q3 		$739K Sell
13,165
-2,137
-14% -$126K 0.05% 311
2022
Q2 		$860K Buy
15,302
+60
+0.4% +$3.54K 0.04% 360
2022
Q1 		$981K Sell
15,242
-3,077
-17% -$193K 0.04% 360
2021
Q4 		$1.07M Buy
18,319
+290
+2% +$16.3K 0.04% 378
2021
Q3 		$954K Sell
18,029
-67
-0.4% -$3.66K 0.04% 395
2021
Q2 		$979K Sell
18,096
-4,081
-18% -$223K 0.04% 370
2021
Q1 		$1.19M Sell
22,177
-2,310
-9% -$111K 0.03% 380
2020
Q4 		$1.07M Buy
24,487
+18,207
+290% +$745K 0.04% 332
2020
Q3 		$224K Buy
6,280
+44
+0.7% +$1.6K 0.01% 652
2020
Q2 		$216K Sell
6,236
-1,300
-17% -$47K 0.01% 645
2020
Q1 		$266K Buy
7,536
+800
+12% +$36.6K 0.02% 527
2019
Q4 		$354K Hold
6,736
– – 0.02% 523
2019
Q3 		$349K Buy
6,736
+1,200
+22% +$63.4K 0.02% 493
2019
Q2 		$303K Buy
5,536
+110
+2% +$5.67K 0.02% 540
2019
Q1 		$271K Hold
5,426
– – 0.02% 561
2018
Q4 		$243K Hold
5,426
– – 0.02% 545
2018
Q3 		$255K Sell
5,426
-3,000
-36% -$137K 0.02% 561
2018
Q2 		$362K Sell
8,426
-3,934
-32% -$177K 0.03% 391
2018
Q1 		$540K Sell
12,360
-1,074
-8% -$47.5K 0.05% 296
2017
Q4 		$589K Buy
13,434
+1,374
+11% +$58.6K 0.05% 284
2017
Q3 		$490K Sell
12,060
-1,200
-9% -$48.3K 0.05% 304
2017
Q2 		$515K Sell
13,260
-1,568
-11% -$58.9K 0.05% 283
2017
Q1 		$536K Sell
14,828
-448
-3% -$15.9K 0.06% 260
2016
Q4 		$531K Sell
15,276
-1,064
-7% -$37.5K 0.07% 237
2016
Q3 		$587K Buy
16,340
+244
+2% +$8.88K 0.08% 222
2016
Q2 		$583K Sell
16,096
-180
-1% -$6.15K 0.08% 220
2016
Q1 		$521K Buy
+16,276
New +$483K 0.08% 229

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geneos Wealth Management reduced its Aflac (AFL) stake by 76% in Q1 2026, selling an estimated $929K and leaving 2,642 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #847.

Geneos Wealth Management first reported a position in AFL in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.73M in Q1 2025. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Geneos Wealth Management held 2,642 shares of Aflac worth $290K as of Q1 2026.
  • Geneos Wealth Management sold 8,379 Aflac shares in Q1 2026, an estimated $929K.
  • Aflac made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #847 holding.
  • Geneos Wealth Management first reported a position in Aflac in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Aflac position peaked at $2.73M in Q1 2025.
  • 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

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