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Geneos Wealth Management’s Artisan Partners APAM Stock Holding History

Geneos Wealth Management’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1K Buy
292
+54
+23% +$1.99K ﹤0.01% 2018
2026
Q1 		$8.66K Buy
238
+7
+3% +$286 ﹤0.01% 2022
2025
Q4 		$9.42K Sell
231
-51
-18% -$2.18K ﹤0.01% 1978
2025
Q3 		$12.2K Buy
282
+3
+1% +$138 ﹤0.01% 1894
2025
Q2 		$12.4K Sell
279
-2
-0.7% -$80 ﹤0.01% 2237
2025
Q1 		$11K Buy
281
+5
+2% +$212 ﹤0.01% 2220
2024
Q4 		$11.9K Buy
276
+8
+3% +$365 ﹤0.01% 1983
2024
Q3 		$11.6K Buy
268
+2
+0.8% +$83 ﹤0.01% 1776
2024
Q2 		$11K Buy
266
+107
+67% +$4.62K ﹤0.01% 1523
2024
Q1 		$7.28K Buy
159
+4
+3% +$172 ﹤0.01% 1621
2023
Q4 		$6.87K Buy
155
+2
+1% +$75 ﹤0.01% 1643
2023
Q3 		$5.72K Buy
153
+3
+2% +$116 ﹤0.01% 1705
2023
Q2 		$5.91K Buy
150
+2
+1% +$69 ﹤0.01% 1700
2023
Q1 		$4.74K Sell
148
-396
-73% -$13.3K ﹤0.01% 1742
2022
Q4 		$16.2K Sell
544
-270
-33% -$8.3K ﹤0.01% 1398
2022
Q3 		$21K Sell
814
-14,689
-95% -$516K ﹤0.01% 1301
2022
Q2 		$556K Buy
15,503
+14,663
+1,746% +$533K 0.03% 466
2022
Q1 		$33K Buy
840
+410
+95% +$16.7K ﹤0.01% 1547
2021
Q4 		$20K Buy
430
+3
+0.7% +$144 ﹤0.01% 1881
2021
Q3 		$21K Buy
427
+302
+242% +$15.2K ﹤0.01% 1890
2021
Q2 		$6K Buy
+125
New +$6.57K ﹤0.01% 2365
2018
Q2 		– Sell
-645
Closed -$21K – 2258
2018
Q1 		$21K Buy
645
+25
+4% +$902 ﹤0.01% 1364
2017
Q4 		$24K Buy
+620
New +$23K ﹤0.01% 1306

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Geneos Wealth Management increased its Artisan Partners (APAM) stake by 23% in Q2 2026, buying an estimated $1.99K and bringing the position to 292 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Geneos Wealth Management first reported a position in APAM in Q4 2017 and has held it in 23 quarters since. The position peaked at $556K in Q2 2022. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Geneos Wealth Management held 292 shares of Artisan Partners worth $10.1K as of Q2 2026.
  • Geneos Wealth Management bought 54 Artisan Partners shares in Q2 2026, an estimated $1.99K.
  • Artisan Partners made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2018 holding.
  • Geneos Wealth Management first reported a position in Artisan Partners in Q4 2017 and has held it in 23 quarters since.
  • Geneos Wealth Management's Artisan Partners position peaked at $556K in Q2 2022.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

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