Geneos Wealth Management’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12K | Hold |
71
| – | – | ﹤0.01% | 1955 |
|
|
2026
Q1 | $12.2K | Hold |
71
| – | – | ﹤0.01% | 1933 |
|
|
2025
Q4 | $11.1K | Sell |
71
-18
| -20% | -$2.58K | ﹤0.01% | 1931 |
|
|
2025
Q3 | $11.1K | Buy |
89
+11
| +14% | +$1.72K | ﹤0.01% | 1929 |
|
|
2025
Q2 | $14.8K | Buy |
78
+30
| +63% | +$5.3K | ﹤0.01% | 2163 |
|
|
2025
Q1 | $7.63K | Sell |
48
-34
| -41% | -$6.67K | ﹤0.01% | 2369 |
|
|
2024
Q4 | $17.1K | Sell |
82
-12,370
| -99% | -$2.76M | ﹤0.01% | 1807 |
|
|
2024
Q3 | $3.17M | Sell |
12,452
-100
| -0.8% | -$23.6K | 0.12% | 202 |
|
|
2024
Q2 | $3.03M | Buy |
12,552
+315
| +3% | +$87.7K | 0.13% | 177 |
|
|
2024
Q1 | $4.01M | Buy |
12,237
+152
| +1% | +$44.6K | 0.18% | 140 |
|
|
2023
Q4 | $3.31M | Sell |
12,085
-488
| -4% | -$116K | 0.16% | 153 |
|
|
2023
Q3 | $3.84M | Buy |
12,573
+686
| +6% | +$237K | 0.2% | 132 |
|
|
2023
Q2 | $4.2M | Buy |
11,887
+2,364
| +25% | +$753K | 0.22% | 124 |
|
|
2023
Q1 | $3.18M | Sell |
9,523
-2,877
| -23% | -$849K | 0.19% | 137 |
|
|
2022
Q4 | $2.62M | Sell |
12,400
-942
| -7% | -$189K | 0.16% | 151 |
|
|
2022
Q3 | $2.76M | Buy |
13,342
+1,184
| +10% | +$305K | 0.19% | 128 |
|
|
2022
Q2 | $3.01M | Buy |
12,158
+1,743
| +17% | +$536K | 0.15% | 157 |
|
|
2022
Q1 | $4.54M | Sell |
10,415
-173
| -2% | -$84.2K | 0.2% | 124 |
|
|
2021
Q4 | $6.96M | Sell |
10,588
-317
| -3% | -$204K | 0.27% | 85 |
|
|
2021
Q3 | $7.22M | Buy |
10,905
+144
| +1% | +$97.8K | 0.28% | 70 |
|
|
2021
Q2 | $6.72M | Sell |
10,761
-1,323
| -11% | -$783K | 0.26% | 79 |
|
|
2021
Q1 | $7.19M | Sell |
12,084
-153
| -1% | -$84.6K | 0.2% | 115 |
|
|
2020
Q4 | $6.43M | Sell |
12,237
-3,799
| -24% | -$1.71M | 0.26% | 82 |
|
|
2020
Q3 | $5.1M | Buy |
16,036
+24
| +0.1% | +$7.33K | 0.26% | 88 |
|
|
2020
Q2 | $4.21M | Buy |
16,012
+847
| +6% | +$191K | 0.23% | 101 |
|
|
2020
Q1 | $2.68M | Buy |
15,165
+165
| +1% | +$39.5K | 0.18% | 127 |
|
|
2019
Q4 | $4.16M | Buy |
15,000
+14,413
| +2,455% | +$3.59M | 0.22% | 122 |
|
|
2019
Q3 | $103K | Hold |
587
| – | – | 0.01% | 879 |
|
|
2019
Q2 | $160K | Sell |
587
-111
| -16% | -$33.5K | 0.01% | 738 |
|
|
2019
Q1 | $198K | Buy |
698
+2
| +0.3% | +$477 | 0.01% | 640 |
|
|
2018
Q4 | $144K | Buy |
696
+132
| +23% | +$33.4K | 0.01% | 708 |
|
|
2018
Q3 | $220K | Sell |
564
-2
| -0.4% | -$738 | 0.01% | 606 |
|
|
2018
Q2 | $193K | Sell |
566
-18
| -3% | -$5.37K | 0.02% | 575 |
|
|
2018
Q1 | $146K | Sell |
584
-24
| -4% | -$6.16K | 0.01% | 629 |
|
|
2017
Q4 | $135K | Sell |
608
-38
| -6% | -$8.63K | 0.01% | 652 |
|
|
2017
Q3 | $120K | Sell |
646
-65
| -9% | -$11.1K | 0.01% | 646 |
|
|
2017
Q2 | $106K | Buy |
711
+247
| +53% | +$33.5K | 0.01% | 663 |
|
|
2017
Q1 | $53K | Hold |
464
| – | – | 0.01% | 858 |
|
|
2016
Q4 | $44K | Buy |
464
+28
| +6% | +$2.6K | 0.01% | 881 |
|
|
2016
Q3 | $40K | Buy |
436
+16
| +4% | +$1.45K | 0.01% | 896 |
|
|
2016
Q2 | $34K | Hold |
420
| – | – | ﹤0.01% | 932 |
|
|
2016
Q1 | $30K | Buy |
+420
| New | +$27.5K | ﹤0.01% | 962 |
|
Other funds holding ALGN
Geneos Wealth Management's ALGN Position: Q2 2026 in Review
Geneos Wealth Management held its Align Technology (ALGN) position steady in Q2 2026 at 71 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.
Geneos Wealth Management first reported a position in ALGN in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.22M in Q3 2021. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.
- Geneos Wealth Management held 71 shares of Align Technology worth $12K as of Q2 2026.
- Geneos Wealth Management left its Align Technology share count unchanged in Q2 2026.
- Align Technology made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1955 holding.
- Geneos Wealth Management first reported a position in Align Technology in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Align Technology position peaked at $7.22M in Q3 2021.
- 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.