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Geneos Wealth Management’s Aon AON Stock Holding History

Geneos Wealth Management’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Buy
1,433
+51
+4% +$16.5K 0.01% 748
2026
Q1 		$446K Buy
1,382
+959
+227% +$319K 0.01% 730
2025
Q4 		$149K Hold
423
– – ﹤0.01% 1027
2025
Q3 		$151K Sell
423
-201
-32% -$72.7K ﹤0.01% 1000
2025
Q2 		$223K Buy
624
+120
+24% +$43.5K 0.01% 950
2025
Q1 		$201K Buy
504
+74
+17% +$28.4K 0.01% 907
2024
Q4 		$154K Buy
430
+3
+0.7% +$1.1K 0.01% 929
2024
Q3 		$148K Buy
427
+123
+40% +$40.2K 0.01% 853
2024
Q2 		$89.2K Hold
304
– – ﹤0.01% 898
2024
Q1 		$101K Hold
304
– – ﹤0.01% 844
2023
Q4 		$88.5K Sell
304
-37
-11% -$11.8K ﹤0.01% 874
2023
Q3 		$111K Buy
341
+32
+10% +$10.6K 0.01% 844
2023
Q2 		$107K Hold
309
– – 0.01% 856
2023
Q1 		$97.4K Hold
309
– – 0.01% 849
2022
Q4 		$92.7K Hold
309
– – 0.01% 849
2022
Q3 		$82K Hold
309
– – 0.01% 861
2022
Q2 		$84K Sell
309
-12
-4% -$3.45K ﹤0.01% 1072
2022
Q1 		$104K Sell
321
-18
-5% -$5.24K ﹤0.01% 1074
2021
Q4 		$101K Sell
339
-148
-30% -$44.4K ﹤0.01% 1164
2021
Q3 		$141K Hold
487
– – 0.01% 1015
2021
Q2 		$116K Sell
487
-134
-22% -$32.7K ﹤0.01% 1106
2021
Q1 		$156K Hold
621
– – ﹤0.01% 1080
2020
Q4 		$141K Buy
621
+7
+1% +$1.43K 0.01% 981
2020
Q3 		$120K Hold
614
– – 0.01% 865
2020
Q2 		$116K Buy
+614
New +$114K 0.01% 845

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management increased its Aon (AON) stake by 3.7% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,433 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #748.

Geneos Wealth Management first reported a position in AON in Q2 2020 and has held it in 25 quarters since. 1,261 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • Geneos Wealth Management held 1,433 shares of Aon worth $475K as of Q2 2026.
  • Geneos Wealth Management bought 51 Aon shares in Q2 2026, an estimated $16.5K.
  • Aon made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #748 holding.
  • Geneos Wealth Management first reported a position in Aon in Q2 2020 and has held it in 25 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Aon as of Q2 2026.

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