Geneos Wealth Management
ALC icon

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
Q3 		$9.9K Buy
153
+52
+51% +$3.61K ﹤0.01% 2385
2026
Q2 		$6.78K Hold
101
– – ﹤0.01% 2103
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 Buy
854
+78
+10% +$7K ﹤0.01% 1372
2025
Q1 		$73.7K Buy
776
+193
+33% +$17.3K ﹤0.01% 1296
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% +$9.9K 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 $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Geneos Wealth Management's ALC Position: Q3 2026 in Review

Geneos Wealth Management increased its Alcon (ALC) stake by 51% in Q3 2026, buying an estimated $3.61K and bringing the position to 153 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Geneos Wealth Management first reported a position in ALC in Q2 2019 and has held it in 30 quarters since. The position peaked at $238K in Q3 2019. 310 funds tracked by Wall St. Rank hold ALC as of Q3 2026.

  • Geneos Wealth Management held 153 shares of Alcon worth $9.9K as of Q3 2026.
  • Geneos Wealth Management bought 52 Alcon shares in Q3 2026, an estimated $3.61K.
  • Alcon made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2385 holding.
  • Geneos Wealth Management first reported a position in Alcon in Q2 2019 and has held it in 30 quarters since.
  • Geneos Wealth Management's Alcon position peaked at $238K in Q3 2019.
  • 310 funds tracked by Wall St. Rank held Alcon as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.