Geneos Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.4M | Buy |
123,159
+17,959
| +17% | +$4.51M | 0.6% | 32 |
|
|
2026
Q1 | $21.9M | Sell |
105,200
-2,725
| -3% | -$600K | 0.51% | 40 |
|
|
2025
Q4 | $24.9M | Buy |
107,925
+960
| +0.9% | +$220K | 0.61% | 32 |
|
|
2025
Q3 | $23.5M | Sell |
106,965
-25,681
| -19% | -$5.81M | 0.6% | 30 |
|
|
2025
Q2 | $29.1M | Sell |
132,646
-134,750
| -50% | -$26.7M | 0.71% | 22 |
|
|
2025
Q1 | $50.9M | Buy |
267,396
+161,243
| +152% | +$35M | 0.73% | 20 |
|
|
2024
Q4 | $23.3M | Sell |
106,153
-11,111
| -9% | -$2.27M | 0.82% | 19 |
|
|
2024
Q3 | $21.8M | Buy |
117,264
+8,883
| +8% | +$1.62M | 0.83% | 20 |
|
|
2024
Q2 | $20.9M | Buy |
108,381
+3,042
| +3% | +$559K | 0.93% | 18 |
|
|
2024
Q1 | $19M | Sell |
105,339
-1,610
| -2% | -$269K | 0.87% | 19 |
|
|
2023
Q4 | $16.2M | Sell |
106,949
-8,922
| -8% | -$1.25M | 0.8% | 20 |
|
|
2023
Q3 | $14.7M | Sell |
115,871
-1,757
| -1% | -$235K | 0.76% | 18 |
|
|
2023
Q2 | $15.3M | Buy |
117,628
+261
| +0.2% | +$29.8K | 0.8% | 18 |
|
|
2023
Q1 | $12.1M | Sell |
117,367
-8,201
| -7% | -$792K | 0.74% | 21 |
|
|
2022
Q4 | $10.5M | Buy |
125,568
+12,322
| +11% | +$1.22M | 0.64% | 24 |
|
|
2022
Q3 | $12.8M | Sell |
113,246
-38,468
| -25% | -$4.86M | 0.88% | 16 |
|
|
2022
Q2 | $16.6M | Buy |
151,714
+7,494
| +5% | +$938K | 0.82% | 18 |
|
|
2022
Q1 | $23.5M | Buy |
144,220
+3,080
| +2% | +$476K | 1.01% | 17 |
|
|
2021
Q4 | $23.5M | Sell |
141,140
-4,840
| -3% | -$828K | 0.9% | 18 |
|
|
2021
Q3 | $24M | Buy |
145,980
+6,180
| +4% | +$1.07M | 0.92% | 17 |
|
|
2021
Q2 | $24.5M | Sell |
139,800
-35,960
| -20% | -$5.98M | 0.96% | 17 |
|
|
2021
Q1 | $30.5M | Buy |
175,760
+16,900
| +11% | +$2.68M | 0.85% | 20 |
|
|
2020
Q4 | $19.7M | Buy |
158,860
+38,940
| +32% | +$6.21M | 0.79% | 21 |
|
|
2020
Q3 | $18.6M | Buy |
119,920
+6,220
| +5% | +$981K | 0.96% | 17 |
|
|
2020
Q2 | $15.3M | Buy |
113,700
+8,920
| +9% | +$1.08M | 0.85% | 20 |
|
|
2020
Q1 | $9.95M | Buy |
104,780
+3,760
| +4% | +$364K | 0.67% | 24 |
|
|
2019
Q4 | $9.44M | Buy |
101,020
+3,760
| +4% | +$333K | 0.5% | 39 |
|
|
2019
Q3 | $8.39M | Sell |
97,260
-780
| -0.8% | -$72.3K | 0.5% | 41 |
|
|
2019
Q2 | $9.28M | Sell |
98,040
-1,360
| -1% | -$127K | 0.58% | 32 |
|
|
2019
Q1 | $8.85M | Buy |
99,400
+60
| +0.1% | +$4.99K | 0.58% | 30 |
|
|
2018
Q4 | $7.36M | Buy |
99,340
+6,000
| +6% | +$499K | 0.54% | 37 |
|
|
2018
Q3 | $9.35M | Buy |
93,340
+5,580
| +6% | +$525K | 0.62% | 23 |
|
|
2018
Q2 | $7.46M | Sell |
87,760
-2,640
| -3% | -$210K | 0.58% | 36 |
|
|
2018
Q1 | $6.54M | Buy |
90,400
+11,360
| +14% | +$812K | 0.57% | 40 |
|
|
2017
Q4 | $4.62M | Buy |
79,040
+6,720
| +9% | +$370K | 0.41% | 71 |
|
|
2017
Q3 | $3.48M | Buy |
72,320
+1,920
| +3% | +$94.3K | 0.35% | 79 |
|
|
2017
Q2 | $3.41M | Buy |
70,400
+9,380
| +15% | +$448K | 0.35% | 78 |
|
|
2017
Q1 | $2.72M | Buy |
61,020
+1,560
| +3% | +$65K | 0.28% | 94 |
|
|
2016
Q4 | $2.23M | Buy |
59,460
+14,680
| +33% | +$575K | 0.29% | 90 |
|
|
2016
Q3 | $1.87M | Sell |
44,780
-7,780
| -15% | -$298K | 0.25% | 99 |
|
|
2016
Q2 | $1.91M | Buy |
52,560
+420
| +0.8% | +$14.2K | 0.28% | 88 |
|
|
2016
Q1 | $1.56M | Buy |
+52,140
| New | +$1.48M | 0.24% | 105 |
|
Other funds holding AMZN
Geneos Wealth Management's AMZN Position: Q2 2026 in Review
Geneos Wealth Management increased its Amazon (AMZN) stake by 17% in Q2 2026, buying an estimated $4.51M and bringing the position to 123,159 shares worth $29.4M. The position accounts for 0.6% of the portfolio, ranked #32.
Geneos Wealth Management first reported a position in AMZN in Q1 2016 and has held it in 42 quarters since. The position peaked at $50.9M in Q1 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Geneos Wealth Management held 123,159 shares of Amazon worth $29.4M as of Q2 2026.
- Geneos Wealth Management bought 17,959 Amazon shares in Q2 2026, an estimated $4.51M.
- Amazon made up 0.6% of Geneos Wealth Management's portfolio in Q2 2026, its #32 holding.
- Geneos Wealth Management first reported a position in Amazon in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Amazon position peaked at $50.9M in Q1 2025.
- 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.