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Geneos Wealth Management’s Affirm AFRM Stock Holding History

Geneos Wealth Management’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$764K Sell
9,372
-884
-9% -$57.8K 0.02% 611
2026
Q1 		$470K Buy
10,256
+2,000
+24% +$116K 0.01% 715
2025
Q4 		$614K Buy
8,256
+1,500
+22% +$108K 0.02% 609
2025
Q3 		$494K Sell
6,756
-63
-0.9% -$4.79K 0.01% 653
2025
Q2 		$471K Buy
6,819
+6,668
+4,416% +$346K 0.01% 729
2025
Q1 		$6.82K Sell
151
-374
-71% -$22.2K ﹤0.01% 2407
2024
Q4 		$32K Buy
525
+410
+357% +$22.8K ﹤0.01% 1514
2024
Q3 		$4.69K Hold
115
– – ﹤0.01% 2089
2024
Q2 		$3.47K Hold
115
– – ﹤0.01% 1791
2024
Q1 		$4.29K Hold
115
– – ﹤0.01% 1741
2023
Q4 		$5.65K Hold
115
– – ﹤0.01% 1698
2023
Q3 		$2.45K Hold
115
– – ﹤0.01% 1903
2023
Q2 		$1.76K Hold
115
– – ﹤0.01% 1946
2023
Q1 		$1.3K Hold
115
– – ﹤0.01% 1965
2022
Q4 		$1.11K Hold
115
– – ﹤0.01% 1949
2022
Q3 		$2K Sell
115
-300
-72% -$7.85K ﹤0.01% 1819
2022
Q2 		$7K Buy
415
+40
+11% +$1.09K ﹤0.01% 2065
2022
Q1 		$17K Hold
375
– – ﹤0.01% 1869
2021
Q4 		$37K Buy
375
+275
+275% +$36.3K ﹤0.01% 1612
2021
Q3 		$11K Hold
100
– – ﹤0.01% 2167
2021
Q2 		$6K Hold
100
– – ﹤0.01% 2364
2021
Q1 		$7K Buy
+100
New +$9.72K ﹤0.01% 2513

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geneos Wealth Management's AFRM Position: Q2 2026 in Review

Geneos Wealth Management reduced its Affirm (AFRM) stake by 8.6% in Q2 2026, selling an estimated $57.8K and leaving 9,372 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #611.

Geneos Wealth Management first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. 661 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Geneos Wealth Management held 9,372 shares of Affirm worth $764K as of Q2 2026.
  • Geneos Wealth Management sold 884 Affirm shares in Q2 2026, an estimated $57.8K.
  • Affirm made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #611 holding.
  • Geneos Wealth Management first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • 661 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.