Geneos Wealth Management’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.5K | Hold |
778
| – | – | ﹤0.01% | 1619 |
|
|
2025
Q4 | $35.2K | Sell |
778
-1,000
| -56% | -$41.2K | ﹤0.01% | 1530 |
|
|
2025
Q3 | $69.7K | Sell |
1,778
-6,678
| -79% | -$268K | ﹤0.01% | 1254 |
|
|
2025
Q2 | $329K | Buy |
8,456
+2,527
| +43% | +$87.6K | 0.01% | 835 |
|
|
2025
Q1 | $216K | Buy |
5,929
+4,974
| +521% | +$183K | ﹤0.01% | 1199 |
|
|
2024
Q4 | $34.4K | Buy |
955
+5
| +0.5% | +$182 | ﹤0.01% | 1476 |
|
|
2024
Q3 | $33.8K | Buy |
950
+670
| +239% | +$26.8K | ﹤0.01% | 1346 |
|
|
2024
Q2 | $11.1K | Buy |
280
+255
| +1,020% | +$9.95K | ﹤0.01% | 1521 |
|
|
2024
Q1 | $1.01K | Hold |
25
| – | – | ﹤0.01% | 2017 |
|
|
2023
Q4 | $873 | Buy |
+25
| New | +$698 | ﹤0.01% | 2028 |
|
|
2022
Q3 | – | Sell |
-975
| Closed | -$33K | – | 2015 |
|
|
2022
Q2 | $33K | Sell |
975
-2
| -0.2% | -$80 | ﹤0.01% | 1457 |
|
|
2022
Q1 | $42K | Sell |
977
-508
| -34% | -$24K | ﹤0.01% | 1456 |
|
|
2021
Q4 | $70K | Buy |
1,485
+524
| +55% | +$25.9K | ﹤0.01% | 1321 |
|
|
2021
Q3 | $49K | Sell |
961
-97
| -9% | -$5.02K | ﹤0.01% | 1500 |
|
|
2021
Q2 | $53K | Buy |
1,058
+3
| +0.3% | +$154 | ﹤0.01% | 1449 |
|
|
2021
Q1 | $54K | Hold |
1,055
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q4 | $47K | Buy |
1,055
+7
| +0.7% | +$212 | ﹤0.01% | 1481 |
|
|
2020
Q3 | $25K | Buy |
1,048
+106
| +11% | +$2.37K | ﹤0.01% | 1545 |
|
|
2020
Q2 | $17K | Sell |
942
-726
| -44% | -$12.4K | ﹤0.01% | 1681 |
|
|
2020
Q1 | $26K | Sell |
1,668
-7
| -0.4% | -$184 | ﹤0.01% | 1396 |
|
|
2019
Q4 | $51K | Sell |
1,675
-137
| -8% | -$4.28K | ﹤0.01% | 1237 |
|
|
2019
Q3 | $60K | Buy |
1,812
+20
| +1% | +$648 | ﹤0.01% | 1094 |
|
|
2019
Q2 | $55K | Buy |
1,792
+4
| +0.2% | +$118 | ﹤0.01% | 1135 |
|
|
2019
Q1 | $49K | Sell |
1,788
-483
| -21% | -$12.6K | ﹤0.01% | 1148 |
|
|
2018
Q4 | $51K | Buy |
2,271
+37
| +2% | +$925 | ﹤0.01% | 1084 |
|
|
2018
Q3 | $59K | Buy |
2,234
+3
| +0.1% | +$81 | ﹤0.01% | 1090 |
|
|
2018
Q2 | $58K | Buy |
2,231
+4
| +0.2% | +$107 | ﹤0.01% | 972 |
|
|
2018
Q1 | $60K | Buy |
2,227
+127
| +6% | +$3.64K | 0.01% | 926 |
|
|
2017
Q4 | $64K | Buy |
+2,100
| New | +$55.7K | 0.01% | 896 |
|
|
2017
Q2 | – | Sell |
-114
| Closed | -$2K | – | 2069 |
|
|
2017
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 1852 |
|
|
2016
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 1819 |
|
|
2016
Q3 | $2K | Buy |
+114
| New | +$2.12K | ﹤0.01% | 1740 |
|
Other funds holding ALLY
VPM
VCM
SC
Geneos Wealth Management's ALLY Position: Q1 2026 in Review
Geneos Wealth Management held its Ally Financial (ALLY) position steady in Q1 2026 at 778 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.
Geneos Wealth Management first reported a position in ALLY in Q3 2016 and has held it in 32 quarters since. The position peaked at $329K in Q2 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.
- Geneos Wealth Management held 778 shares of Ally Financial worth $30.5K as of Q1 2026.
- Geneos Wealth Management left its Ally Financial share count unchanged in Q1 2026.
- Ally Financial made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1619 holding.
- Geneos Wealth Management first reported a position in Ally Financial in Q3 2016 and has held it in 32 quarters since.
- Geneos Wealth Management's Ally Financial position peaked at $329K in Q2 2025.
- 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.