Geneos Wealth Management’s Ameriprise Financial AMP Stock Holding History

Geneos Wealth Management’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52K	Hold	117	–	–	﹤0.01%	1414
2025 Q4	$57.4K	Sell	117 -25	-18%	-$11.9K	﹤0.01%	1343
2025 Q3	$69.9K	Sell	142 -305	-68%	-$156K	﹤0.01%	1252
2025 Q2	$239K	Sell	447 -94	-17%	-$46.4K	0.01%	931
2025 Q1	$548K	Buy	541 +193	+55%	+$101K	0.01%	862
2024 Q4	$185K	Sell	348 -6	-2%	-$3.2K	0.01%	870
2024 Q3	$166K	Buy	354 +257	+265%	+$112K	0.01%	817
2024 Q2	$41.4K	Sell	97 -40	-29%	-$17.1K	﹤0.01%	1130
2024 Q1	$60.1K	Buy	137 +50	+57%	+$20K	﹤0.01%	1007
2023 Q4	$33K	Buy	87 +6	+7%	+$2.06K	﹤0.01%	1197
2023 Q3	$26.7K	Hold	81	–	–	﹤0.01%	1280
2023 Q2	$26.9K	Hold	81	–	–	﹤0.01%	1275
2023 Q1	$24.8K	Sell	81 -221	-73%	-$72.4K	﹤0.01%	1277
2022 Q4	$94K	Buy	302 +24	+9%	+$7.32K	0.01%	844
2022 Q3	$70K	Sell	278 -446	-62%	-$117K	﹤0.01%	916
2022 Q2	$172K	Hold	724	–	–	0.01%	801
2022 Q1	$217K	Sell	724 -56	-7%	-$16.9K	0.01%	771
2021 Q4	$235K	Sell	780 -9	-1%	-$2.66K	0.01%	792
2021 Q3	$211K	Sell	789 -61	-7%	-$16K	0.01%	833
2021 Q2	$213K	Sell	850 -5	-0.6%	-$1.26K	0.01%	814
2021 Q1	$220K	Buy	855 +32	+4%	+$6.92K	0.01%	926
2020 Q4	$191K	Buy	823 +56	+7%	+$10K	0.01%	840
2020 Q3	$112K	Hold	767	–	–	0.01%	899
2020 Q2	$112K	Buy	767 +240	+46%	+$30.8K	0.01%	867
2020 Q1	$54K	Hold	527	–	–	﹤0.01%	1079
2019 Q4	$87K	Sell	527 -90	-15%	-$13.9K	﹤0.01%	998
2019 Q3	$91K	Sell	617 -72	-10%	-$10.1K	0.01%	927
2019 Q2	$100K	Sell	689 -7	-1%	-$1.01K	0.01%	907
2019 Q1	$89K	Sell	696 -37	-5%	-$4.59K	0.01%	900
2018 Q4	$75K	Sell	733 -13	-2%	-$1.63K	0.01%	929
2018 Q3	$110K	Buy	746 +77	+12%	+$11K	0.01%	850
2018 Q2	$93K	Buy	669 +1	+0.1%	+$142	0.01%	815
2018 Q1	$98K	Sell	668 -400	-37%	-$65.3K	0.01%	759
2017 Q4	$181K	Buy	1,068 +13	+1%	+$2.08K	0.02%	569
2017 Q3	$156K	Hold	1,055	–	–	0.02%	583
2017 Q2	$134K	Sell	1,055 -46	-4%	-$5.84K	0.01%	603
2017 Q1	$142K	Buy	1,101 +496	+82%	+$61.4K	0.01%	562
2016 Q4	$67K	Hold	605	–	–	0.01%	729
2016 Q3	$60K	Buy	605 +16	+3%	+$1.55K	0.01%	747
2016 Q2	$52K	Buy	589 +11	+2%	+$1.06K	0.01%	794
2016 Q1	$54K	Buy	+578	New	+$51.8K	0.01%	769

Other funds holding AMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management held its Ameriprise Financial (AMP) position steady in Q1 2026 at 117 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Geneos Wealth Management first reported a position in AMP in Q1 2016 and has held it in 41 quarters since. The position peaked at $548K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Geneos Wealth Management held 117 shares of Ameriprise Financial worth $52K as of Q1 2026.
Geneos Wealth Management left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1414 holding.
Geneos Wealth Management first reported a position in Ameriprise Financial in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's Ameriprise Financial position peaked at $548K in Q1 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

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