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Geneos Wealth Management’s Alkami Technology ALKT Stock Holding History

Geneos Wealth Management’s Portfolio ALKT Stock Details ALKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3K Hold
622
– – ﹤0.01% 1987
2026
Q1 		$9.75K Hold
622
– – ﹤0.01% 1996
2025
Q4 		$14.3K Sell
622
-162
-21% -$3.57K ﹤0.01% 1853
2025
Q3 		$19.5K Buy
784
+88
+13% +$2.25K ﹤0.01% 1732
2025
Q2 		$21K Buy
696
+568
+444% +$15.8K ﹤0.01% 2005
2025
Q1 		$3.36K Sell
128
-30
-19% -$945 ﹤0.01% 2630
2024
Q4 		$5.79K Buy
+158
New +$5.9K ﹤0.01% 2281

Other funds holding ALKT

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Geneos Wealth Management held its Alkami Technology (ALKT) position steady in Q2 2026 at 622 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Geneos Wealth Management first reported a position in ALKT in Q4 2024 and has held it in 7 quarters since. The position peaked at $21K in Q2 2025. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Geneos Wealth Management held 622 shares of Alkami Technology worth $11.3K as of Q2 2026.
  • Geneos Wealth Management left its Alkami Technology share count unchanged in Q2 2026.
  • Alkami Technology made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1987 holding.
  • Geneos Wealth Management first reported a position in Alkami Technology in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Alkami Technology position peaked at $21K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

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