GWM
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Geneos Wealth Management’s Alcon ALC Stock Holding History

Geneos Wealth Management’s Portfolio ALC Stock Details ALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.61K Hold
101
– – ﹤0.01% 2059
2025
Q4 		$7.96K Sell
101
-292
-74% -$22.5K ﹤0.01% 2026
2025
Q3 		$29.3K Sell
393
-461
-54% -$38.5K ﹤0.01% 1584
2025
Q2 		$75.4K Sell
854
-557
-39% -$50K ﹤0.01% 1372
2025
Q1 		$206K Buy
1,411
+828
+142% +$74.3K ﹤0.01% 1218
2024
Q4 		$49.5K Buy
583
+12
+2% +$1.08K ﹤0.01% 1329
2024
Q3 		$57.1K Buy
571
+228
+66% +$21.4K ﹤0.01% 1154
2024
Q2 		$30.6K Sell
343
-40
-10% -$3.41K ﹤0.01% 1231
2024
Q1 		$31.9K Buy
383
+40
+12% +$3.21K ﹤0.01% 1223
2023
Q4 		$26.8K Sell
343
-10
-3% -$739 ﹤0.01% 1262
2023
Q3 		$27.2K Hold
353
– – ﹤0.01% 1273
2023
Q2 		$29K Hold
353
– – ﹤0.01% 1254
2023
Q1 		$24.9K Sell
353
-10
-3% -$712 ﹤0.01% 1276
2022
Q4 		$24.9K Hold
363
– – ﹤0.01% 1265
2022
Q3 		$21K Sell
363
-758
-68% -$52.6K ﹤0.01% 1300
2022
Q2 		$80K Sell
1,121
-50
-4% -$3.65K ﹤0.01% 1096
2022
Q1 		$92K Sell
1,171
-148
-11% -$11.4K ﹤0.01% 1125
2021
Q4 		$116K Sell
1,319
-175
-12% -$14.4K ﹤0.01% 1104
2021
Q3 		$119K Hold
1,494
– – ﹤0.01% 1094
2021
Q2 		$105K Sell
1,494
-1,340
-47% -$95.4K ﹤0.01% 1145
2021
Q1 		$213K Buy
2,834
+232
+9% +$16.4K 0.01% 940
2020
Q4 		$104K Buy
2,602
+707
+37% +$44.2K ﹤0.01% 1131
2020
Q3 		$106K Sell
1,895
-11
-0.6% -$647 0.01% 920
2020
Q2 		$111K Sell
1,906
-64
-3% -$3.62K 0.01% 869
2020
Q1 		$92K Buy
1,970
+173
+10% +$9.95K 0.01% 860
2019
Q4 		$103K Sell
1,797
-2,259
-56% -$129K 0.01% 940
2019
Q3 		$238K Buy
4,056
+471
+13% +$28.3K 0.01% 594
2019
Q2 		$223K Buy
+3,585
New +$210K 0.01% 630

Other funds holding ALC

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Geneos Wealth Management held its Alcon (ALC) position steady in Q1 2026 at 101 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Geneos Wealth Management first reported a position in ALC in Q2 2019 and has held it in 28 quarters since. The position peaked at $238K in Q3 2019. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

  • Geneos Wealth Management held 101 shares of Alcon worth $7.61K as of Q1 2026.
  • Geneos Wealth Management left its Alcon share count unchanged in Q1 2026.
  • Alcon made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2059 holding.
  • Geneos Wealth Management first reported a position in Alcon in Q2 2019 and has held it in 28 quarters since.
  • Geneos Wealth Management's Alcon position peaked at $238K in Q3 2019.
  • 650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

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