Geneos Wealth Management’s ATI ATI Stock Holding History

Geneos Wealth Management’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$788	Hold	4	–	–	﹤0.01%	2445
2026 Q1	$582	Buy	+4	New	+$557	﹤0.01%	2456
2022 Q3	–	Sell	-192	Closed	-$4K	–	2035
2022 Q2	$4K	Hold	192	–	–	﹤0.01%	2235
2022 Q1	$5K	Hold	192	–	–	﹤0.01%	2312
2021 Q4	$3K	Hold	192	–	–	﹤0.01%	2508
2021 Q3	$3K	Hold	192	–	–	﹤0.01%	2554
2021 Q2	$4K	Hold	192	–	–	﹤0.01%	2489
2021 Q1	$4K	Hold	192	–	–	﹤0.01%	2694
2020 Q4	$4K	Sell	192 -250	-57%	-$3.17K	﹤0.01%	2518
2020 Q3	$4K	Hold	442	–	–	﹤0.01%	2226
2020 Q2	$4K	Hold	442	–	–	﹤0.01%	2189
2020 Q1	$3K	Hold	442	–	–	﹤0.01%	2153
2019 Q4	$9K	Hold	442	–	–	﹤0.01%	1997
2019 Q3	$9K	Hold	442	–	–	﹤0.01%	1914
2019 Q2	$11K	Sell	442 -124	-22%	-$3.02K	﹤0.01%	1863
2019 Q1	$14K	Sell	566 -13,720	-96%	-$361K	﹤0.01%	1712
2018 Q4	$313K	Hold	14,286	–	–	0.02%	475
2018 Q3	$422K	Hold	14,286	–	–	0.03%	423
2018 Q2	$358K	Hold	14,286	–	–	0.03%	393
2018 Q1	$338K	Buy	14,286 +13,994	+4,792%	+$375K	0.03%	391
2017 Q4	$7K	Hold	292	–	–	﹤0.01%	1724
2017 Q3	$6K	Hold	292	–	–	﹤0.01%	1701
2017 Q2	$4K	Sell	292 -105	-26%	-$1.77K	﹤0.01%	1766
2017 Q1	$7K	Hold	397	–	–	﹤0.01%	1589
2016 Q4	$6K	Hold	397	–	–	﹤0.01%	1557
2016 Q3	$7K	Buy	397 +105	+36%	+$1.74K	﹤0.01%	1465
2016 Q2	$3K	Hold	292	–	–	﹤0.01%	1602
2016 Q1	$4K	Buy	+292	New	+$3.56K	﹤0.01%	1525

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management held its ATI (ATI) position steady in Q2 2026 at 4 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Geneos Wealth Management first reported a position in ATI in Q1 2016 and has held it in 28 quarters since. The position peaked at $422K in Q3 2018. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Geneos Wealth Management held 4 shares of ATI worth $788 as of Q2 2026.
Geneos Wealth Management left its ATI share count unchanged in Q2 2026.
ATI made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2445 holding.
Geneos Wealth Management first reported a position in ATI in Q1 2016 and has held it in 28 quarters since.
Geneos Wealth Management's ATI position peaked at $422K in Q3 2018.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

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