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Geneos Wealth Management’s Annexon ANNX Stock Holding History

Geneos Wealth Management’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.3K Hold
6,000
– – ﹤0.01% 1619
2026
Q1 		$33.2K Hold
6,000
– – ﹤0.01% 1587
2025
Q4 		$30.1K Hold
6,000
– – ﹤0.01% 1582
2025
Q3 		$18.3K Buy
+6,000
New +$14.9K ﹤0.01% 1751

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

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

Geneos Wealth Management held its Annexon (ANNX) position steady in Q2 2026 at 6,000 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Geneos Wealth Management first reported a position in ANNX in Q3 2025 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Geneos Wealth Management held 6,000 shares of Annexon worth $34.3K as of Q2 2026.
  • Geneos Wealth Management left its Annexon share count unchanged in Q2 2026.
  • Annexon made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1619 holding.
  • Geneos Wealth Management first reported a position in Annexon in Q3 2025 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

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