Geneos Wealth Management’s AXIS Capital AXS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$268K Buy
2,497
+96
+4% +$9.62K 0.01% 904
2026
Q1
$243K Buy
2,401
+1,598
+199% +$164K 0.01% 900
2025
Q4
$86K Hold
803
– – ﹤0.01% 1197
2025
Q3
$76.9K Buy
803
+30
+4% +$2.9K ﹤0.01% 1215
2025
Q2
$80.3K Buy
773
+16
+2% +$1.59K ﹤0.01% 1337
2025
Q1
$75.9K Hold
757
– – ﹤0.01% 1283
2024
Q4
$67.1K Hold
757
– – ﹤0.01% 1201
2024
Q3
$60.3K Buy
757
+8
+1% +$599 ﹤0.01% 1133
2024
Q2
$52.9K Hold
749
– – ﹤0.01% 1051
2024
Q1
$48.7K Sell
749
-136
-15% -$8.14K ﹤0.01% 1074
2023
Q4
$49K Hold
885
– – ﹤0.01% 1066
2023
Q3
$49.9K Hold
885
– – ﹤0.01% 1077
2023
Q2
$47.6K Hold
885
– – ﹤0.01% 1092
2023
Q1
$48.3K Sell
885
-200
-18% -$11.6K ﹤0.01% 1093
2022
Q4
$58.8K Hold
1,085
– – ﹤0.01% 996
2022
Q3
$53K Sell
1,085
-1,032
-49% -$54.7K ﹤0.01% 1006
2022
Q2
$122K Sell
2,117
-500
-19% -$28.5K 0.01% 935
2022
Q1
$158K Buy
2,617
+1
+0% +$56 0.01% 898
2021
Q4
$142K Sell
2,616
-249
-9% -$12.9K 0.01% 1034
2021
Q3
$131K Sell
2,865
-254
-8% -$12.6K 0.01% 1051
2021
Q2
$153K Buy
3,119
+360
+13% +$19.1K 0.01% 971
2021
Q1
$154K Hold
2,759
– – ﹤0.01% 1089
2020
Q4
$138K Sell
2,759
-369
-12% -$17.9K 0.01% 995
2020
Q3
$134K Sell
3,128
-219
-7% -$9.54K 0.01% 822
2020
Q2
$132K Hold
3,347
– – 0.01% 797
2020
Q1
$128K Buy
3,347
+1
+0% +$56 0.01% 755
2019
Q4
$199K Hold
3,346
– – 0.01% 700
2019
Q3
$224K Sell
3,346
-299
-8% -$18.9K 0.01% 619
2019
Q2
$217K Sell
3,645
-300
-8% -$17.4K 0.01% 643
2019
Q1
$216K Hold
3,945
– – 0.01% 617
2018
Q4
$201K Buy
3,945
+60
+2% +$3.28K 0.01% 602
2018
Q3
$224K Buy
3,885
+2,785
+253% +$158K 0.01% 599
2018
Q2
$61K Hold
1,100
– – ﹤0.01% 959
2018
Q1
$63K Buy
1,100
+380
+53% +$19.6K 0.01% 911
2017
Q4
$36K Hold
720
– – ﹤0.01% 1144
2017
Q3
$41K Buy
720
+300
+71% +$18.5K ﹤0.01% 1039
2017
Q2
$27K Hold
420
– – ﹤0.01% 1152
2017
Q1
$28K Buy
420
+100
+31% +$6.7K ﹤0.01% 1108
2016
Q4
$20K Hold
320
– – ﹤0.01% 1177
2016
Q3
$17K Buy
+320
New +$17.7K ﹤0.01% 1179

Other funds holding AXS

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

Geneos Wealth Management increased its AXIS Capital (AXS) stake by 4% in Q2 2026, buying an estimated $9.62K and bringing the position to 2,497 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #904.

Geneos Wealth Management first reported a position in AXS in Q3 2016 and has held it in 40 quarters since. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Geneos Wealth Management held 2,497 shares of AXIS Capital worth $268K as of Q2 2026.
  • Geneos Wealth Management bought 96 AXIS Capital shares in Q2 2026, an estimated $9.62K.
  • AXIS Capital made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #904 holding.
  • Geneos Wealth Management first reported a position in AXIS Capital in Q3 2016 and has held it in 40 quarters since.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

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