GWM
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Geneos Wealth Management’s Arm ARM Stock Holding History

Geneos Wealth Management’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$976K Buy
6,452
+300
+5% +$36.4K 0.02% 517
2025
Q4 		$672K Buy
6,152
+1,000
+19% +$145K 0.02% 588
2025
Q3 		$729K Buy
5,152
+262
+5% +$38.2K 0.02% 560
2025
Q2 		$791K Sell
4,890
-3,617
-43% -$449K 0.02% 591
2025
Q1 		$918K Buy
8,507
+5,800
+214% +$809K 0.01% 693
2024
Q4 		$334K Buy
+2,707
New +$382K 0.01% 678

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

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

Geneos Wealth Management increased its Arm (ARM) stake by 4.9% in Q1 2026, buying an estimated $36.4K and bringing the position to 6,452 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #517.

Geneos Wealth Management first reported a position in ARM in Q4 2024 and has held it in 6 quarters since. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Geneos Wealth Management held 6,452 shares of Arm worth $976K as of Q1 2026.
  • Geneos Wealth Management bought 300 Arm shares in Q1 2026, an estimated $36.4K.
  • Arm made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #517 holding.
  • Geneos Wealth Management first reported a position in Arm in Q4 2024 and has held it in 6 quarters since.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

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