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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
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

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Geneos Wealth Management held its Annexon (ANNX) position steady in Q1 2026 at 6,000 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Geneos Wealth Management first reported a position in ANNX in Q3 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Geneos Wealth Management held 6,000 shares of Annexon worth $33.2K as of Q1 2026.
  • Geneos Wealth Management left its Annexon share count unchanged in Q1 2026.
  • Annexon made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1587 holding.
  • Geneos Wealth Management first reported a position in Annexon in Q3 2025 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

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