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Geneos Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Geneos Wealth Management’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.33M Sell
24,616
-2,260
-8% -$522K 0.12% 198
2025
Q4 		$6.96M Sell
26,876
-801
-3% -$212K 0.17% 148
2025
Q3 		$8.57M Sell
27,677
-26,848
-49% -$8.09M 0.22% 118
2025
Q2 		$17.5M Sell
54,525
-44,172
-45% -$14.6M 0.43% 50
2025
Q1 		$34.1M Buy
98,697
+80,465
+441% +$25.4M 0.49% 40
2024
Q4 		$5.18M Buy
18,232
+275
+2% +$80K 0.18% 129
2024
Q3 		$5.05M Buy
17,957
+390
+2% +$110K 0.19% 128
2024
Q2 		$4.56M Buy
17,567
+206
+1% +$51.1K 0.2% 117
2024
Q1 		$4.34M Buy
17,361
+565
+3% +$136K 0.2% 131
2023
Q4 		$3.78M Sell
16,796
-513
-3% -$122K 0.19% 137
2023
Q3 		$3.95M Sell
17,309
-604
-3% -$135K 0.2% 129
2023
Q2 		$3.93M Sell
17,913
-253
-1% -$52.6K 0.21% 134
2023
Q1 		$3.48M Sell
18,166
-5,507
-23% -$1.04M 0.21% 128
2022
Q4 		$4.46M Sell
23,673
-226
-0.9% -$42.3K 0.27% 99
2022
Q3 		$4.09M Sell
23,899
-205
-0.9% -$36.4K 0.28% 84
2022
Q2 		$3.97M Buy
24,104
+760
+3% +$126K 0.2% 121
2022
Q1 		$4.08M Buy
23,344
+3,324
+17% +$530K 0.18% 138
2021
Q4 		$3.4M Buy
20,020
+711
+4% +$116K 0.13% 173
2021
Q3 		$2.94M Buy
19,309
+1,516
+9% +$217K 0.11% 188
2021
Q2 		$2.5M Sell
17,793
-1,562
-8% -$221K 0.1% 203
2021
Q1 		$2.81M Sell
19,355
-695
-3% -$83.9K 0.08% 246
2020
Q4 		$2.24M Buy
20,050
+838
+4% +$95.4K 0.09% 222
2020
Q3 		$1.98M Buy
19,212
+2,059
+12% +$214K 0.1% 197
2020
Q2 		$1.66M Buy
17,153
+16,990
+10,423% +$1.5M 0.09% 210
2020
Q1 		$13K Hold
163
– – ﹤0.01% 1673
2019
Q4 		$15K Buy
163
+1
+0.6% +$92 ﹤0.01% 1796
2019
Q3 		$14K Buy
162
+30
+23% +$2.7K ﹤0.01% 1750
2019
Q2 		$11K Hold
132
– – ﹤0.01% 1862
2019
Q1 		$10K Sell
132
-399
-75% -$30.7K ﹤0.01% 1826
2018
Q4 		$38K Buy
531
+62
+13% +$4.63K ﹤0.01% 1221
2018
Q3 		$34K Hold
469
– – ﹤0.01% 1342
2018
Q2 		$30K Buy
469
+1
+0.2% +$68 ﹤0.01% 1275
2018
Q1 		$32K Hold
468
– – ﹤0.01% 1194
2017
Q4 		$29K Hold
468
– – ﹤0.01% 1239
2017
Q3 		$28K Buy
468
+1
+0.2% +$59 ﹤0.01% 1192
2017
Q2 		$26K Sell
467
-960
-67% -$54.3K ﹤0.01% 1166
2017
Q1 		$80K Buy
1,427
+16
+1% +$882 0.01% 725
2016
Q4 		$73K Buy
1,411
+45
+3% +$2.26K 0.01% 697
2016
Q3 		$69K Buy
1,366
+1
+0.1% +$49 0.01% 693
2016
Q2 		$65K Hold
1,365
– – 0.01% 714
2016
Q1 		$60K Buy
+1,365
New +$54.5K 0.01% 744

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 8.4% in Q1 2026, selling an estimated $522K and leaving 24,616 shares worth $5.33M. The position accounts for 0.12% of the portfolio, ranked #198.

Geneos Wealth Management first reported a position in AJG in Q1 2016 and has held it in 41 quarters since. The position peaked at $34.1M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Geneos Wealth Management held 24,616 shares of Arthur J. Gallagher & Co worth $5.33M as of Q1 2026.
  • Geneos Wealth Management sold 2,260 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $522K.
  • Arthur J. Gallagher & Co made up 0.12% of Geneos Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Geneos Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Arthur J. Gallagher & Co position peaked at $34.1M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

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