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Geneos Wealth Management’s Air Products & Chemicals APD Stock Holding History

Geneos Wealth Management’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.85M Buy
20,136
+2,041
+11% +$563K 0.14% 180
2025
Q4 		$4.47M Sell
18,095
-472
-3% -$120K 0.11% 224
2025
Q3 		$5.06M Buy
18,567
+129
+0.7% +$37.3K 0.13% 198
2025
Q2 		$5.2M Sell
18,438
-17,054
-48% -$4.67M 0.13% 202
2025
Q1 		$10.5M Buy
35,492
+17,389
+96% +$5.36M 0.15% 167
2024
Q4 		$5.25M Buy
18,103
+651
+4% +$204K 0.18% 128
2024
Q3 		$5.2M Buy
17,452
+533
+3% +$146K 0.2% 121
2024
Q2 		$4.37M Sell
16,919
-3,465
-17% -$879K 0.19% 123
2024
Q1 		$4.94M Sell
20,384
-809
-4% -$198K 0.23% 116
2023
Q4 		$5.8M Sell
21,193
-4,263
-17% -$1.17M 0.29% 82
2023
Q3 		$7.21M Buy
25,456
+21,286
+510% +$6.24M 0.37% 54
2023
Q2 		$1.25M Buy
4,170
+1,554
+59% +$443K 0.07% 276
2023
Q1 		$751K Buy
2,616
+1,718
+191% +$501K 0.05% 357
2022
Q4 		$277K Buy
898
+55
+7% +$15.5K 0.02% 558
2022
Q3 		$196K Sell
843
-1,179
-58% -$292K 0.01% 605
2022
Q2 		$490K Sell
2,022
-18
-0.9% -$4.38K 0.02% 498
2022
Q1 		$509K Sell
2,040
-5
-0.2% -$1.28K 0.02% 528
2021
Q4 		$622K Buy
2,045
+55
+3% +$16.1K 0.02% 510
2021
Q3 		$512K Hold
1,990
– – 0.02% 563
2021
Q2 		$578K Sell
1,990
-774
-28% -$227K 0.02% 529
2021
Q1 		$797K Buy
2,764
+58
+2% +$15.8K 0.02% 497
2020
Q4 		$577K Buy
2,706
+906
+50% +$255K 0.02% 502
2020
Q3 		$523K Hold
1,800
– – 0.03% 417
2020
Q2 		$424K Sell
1,800
-31
-2% -$7.08K 0.02% 446
2020
Q1 		$353K Sell
1,831
-39
-2% -$8.89K 0.02% 448
2019
Q4 		$440K Sell
1,870
-5
-0.3% -$1.13K 0.02% 463
2019
Q3 		$414K Hold
1,875
– – 0.02% 456
2019
Q2 		$424K Sell
1,875
-30
-2% -$6.21K 0.03% 454
2019
Q1 		$363K Buy
1,905
+78
+4% +$13.4K 0.02% 485
2018
Q4 		$293K Buy
1,827
+27
+2% +$4.28K 0.02% 495
2018
Q3 		$300K Buy
1,800
+87
+5% +$14.2K 0.02% 508
2018
Q2 		$266K Sell
1,713
-68
-4% -$11.1K 0.02% 481
2018
Q1 		$283K Buy
1,781
+108
+6% +$17.8K 0.02% 436
2017
Q4 		$274K Sell
1,673
-74
-4% -$11.8K 0.02% 443
2017
Q3 		$264K Buy
1,747
+92
+6% +$13.5K 0.03% 434
2017
Q2 		$236K Sell
1,655
-300
-15% -$42.6K 0.02% 453
2017
Q1 		$264K Sell
1,955
-74
-4% -$10.4K 0.03% 412
2016
Q4 		$291K Sell
2,029
-171
-8% -$23.9K 0.04% 362
2016
Q3 		$305K Sell
2,200
-43
-2% -$5.96K 0.04% 352
2016
Q2 		$292K Hold
2,243
– – 0.04% 356
2016
Q1 		$301K Buy
+2,243
New +$271K 0.05% 335

Other funds holding APD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management increased its Air Products & Chemicals (APD) stake by 11% in Q1 2026, buying an estimated $563K and bringing the position to 20,136 shares worth $5.85M. The position accounts for 0.14% of the portfolio, ranked #180.

Geneos Wealth Management first reported a position in APD in Q1 2016 and has held it in 41 quarters since. The position peaked at $10.5M in Q1 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Geneos Wealth Management held 20,136 shares of Air Products & Chemicals worth $5.85M as of Q1 2026.
  • Geneos Wealth Management bought 2,041 Air Products & Chemicals shares in Q1 2026, an estimated $563K.
  • Air Products & Chemicals made up 0.14% of Geneos Wealth Management's portfolio in Q1 2026, its #180 holding.
  • Geneos Wealth Management first reported a position in Air Products & Chemicals in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Air Products & Chemicals position peaked at $10.5M in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

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