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Geneos Wealth Management’s Alibaba BABA Stock Holding History

Geneos Wealth Management’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$745K Sell
5,939
-62
-1% -$9.32K 0.02% 582
2025
Q4 		$880K Buy
6,001
+1,086
+22% +$177K 0.02% 531
2025
Q3 		$878K Sell
4,915
-144
-3% -$18.9K 0.02% 517
2025
Q2 		$574K Sell
5,059
-6,819
-57% -$807K 0.01% 670
2025
Q1 		$1.57M Buy
11,878
+5,570
+88% +$642K 0.02% 547
2024
Q4 		$535K Sell
6,308
-71
-1% -$6.71K 0.02% 568
2024
Q3 		$677K Buy
6,379
+681
+12% +$55.7K 0.03% 487
2024
Q2 		$410K Sell
5,698
-732
-11% -$56.1K 0.02% 543
2024
Q1 		$465K Buy
6,430
+3,482
+118% +$255K 0.02% 511
2023
Q4 		$228K Sell
2,948
-3,587
-55% -$286K 0.01% 648
2023
Q3 		$567K Sell
6,535
-1,175
-15% -$108K 0.03% 441
2023
Q2 		$643K Sell
7,710
-269
-3% -$23.5K 0.03% 414
2023
Q1 		$815K Buy
7,979
+678
+9% +$67.9K 0.05% 336
2022
Q4 		$643K Sell
7,301
-1,391
-16% -$110K 0.04% 367
2022
Q3 		$695K Sell
8,692
-5,634
-39% -$537K 0.05% 319
2022
Q2 		$1.66M Buy
14,326
+1,635
+13% +$160K 0.08% 232
2022
Q1 		$1.38M Sell
12,691
-793
-6% -$91.4K 0.06% 278
2021
Q4 		$1.6M Sell
13,484
-1,511
-10% -$220K 0.06% 285
2021
Q3 		$2.16M Buy
14,995
+3,711
+33% +$675K 0.08% 233
2021
Q2 		$2.46M Sell
11,284
-791
-7% -$176K 0.1% 206
2021
Q1 		$2.79M Sell
12,075
-14
-0.1% -$3.44K 0.08% 247
2020
Q4 		$2.29M Buy
12,089
+1,282
+12% +$356K 0.09% 216
2020
Q3 		$2.93M Buy
10,807
+502
+5% +$132K 0.15% 153
2020
Q2 		$2.22M Buy
10,305
+770
+8% +$160K 0.12% 175
2020
Q1 		$1.8M Sell
9,535
-1,599
-14% -$334K 0.12% 178
2019
Q4 		$2.4M Buy
11,134
+985
+10% +$185K 0.13% 180
2019
Q3 		$1.68M Sell
10,149
-1,671
-14% -$287K 0.1% 201
2019
Q2 		$2M Sell
11,820
-270
-2% -$46.6K 0.12% 171
2019
Q1 		$2.21M Sell
12,090
-1,269
-9% -$213K 0.15% 172
2018
Q4 		$1.86M Buy
13,359
+3,686
+38% +$545K 0.14% 173
2018
Q3 		$1.59M Buy
9,673
+3,479
+56% +$616K 0.11% 204
2018
Q2 		$1.15M Sell
6,194
-1,273
-17% -$243K 0.09% 203
2018
Q1 		$1.37M Buy
7,467
+1,277
+21% +$240K 0.12% 167
2017
Q4 		$1.07M Buy
6,190
+786
+15% +$141K 0.1% 200
2017
Q3 		$933K Buy
5,404
+121
+2% +$19.6K 0.09% 211
2017
Q2 		$744K Buy
5,283
+221
+4% +$27.3K 0.08% 228
2017
Q1 		$545K Buy
5,062
+313
+7% +$31.9K 0.06% 256
2016
Q4 		$417K Sell
4,749
-794
-14% -$76.4K 0.06% 283
2016
Q3 		$586K Buy
5,543
+792
+17% +$73.4K 0.08% 223
2016
Q2 		$378K Sell
4,751
-1,919
-29% -$150K 0.05% 299
2016
Q1 		$525K Buy
+6,670
New +$469K 0.08% 227

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geneos Wealth Management reduced its Alibaba (BABA) stake by 1% in Q1 2026, selling an estimated $9.32K and leaving 5,939 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #582.

Geneos Wealth Management first reported a position in BABA in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.93M in Q3 2020. 1,343 funds tracked by Wall St. Rank hold BABA as of Q1 2026.

  • Geneos Wealth Management held 5,939 shares of Alibaba worth $745K as of Q1 2026.
  • Geneos Wealth Management sold 62 Alibaba shares in Q1 2026, an estimated $9.32K.
  • Alibaba made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #582 holding.
  • Geneos Wealth Management first reported a position in Alibaba in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Alibaba position peaked at $2.93M in Q3 2020.
  • 1,343 funds tracked by Wall St. Rank held Alibaba as of Q1 2026.

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