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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
Q2 		$2.34M Buy
6,602
+150
+2% +$39.9K 0.05% 351
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 Buy
4,890
+1,855
+61% +$230K 0.02% 591
2025
Q1 		$324K Buy
3,035
+328
+12% +$45.7K 0.01% 753
2024
Q4 		$334K Buy
+2,707
New +$382K 0.01% 678

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Geneos Wealth Management increased its Arm (ARM) stake by 2.3% in Q2 2026, buying an estimated $39.9K and bringing the position to 6,602 shares worth $2.34M. The position accounts for 0.05% of the portfolio, ranked #351.

Geneos Wealth Management first reported a position in ARM in Q4 2024 and has held it in 7 quarters since. 961 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Geneos Wealth Management held 6,602 shares of Arm worth $2.34M as of Q2 2026.
  • Geneos Wealth Management bought 150 Arm shares in Q2 2026, an estimated $39.9K.
  • Arm made up 0.05% of Geneos Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Geneos Wealth Management first reported a position in Arm in Q4 2024 and has held it in 7 quarters since.
  • 961 funds tracked by Wall St. Rank held Arm as of Q2 2026.

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