GWM
BAH icon

Geneos Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Geneos Wealth Management’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.8K Sell
623
-13,954
-96% -$1.07M ﹤0.01% 1569
2026
Q1 		$1.14M Buy
14,577
+4,967
+52% +$419K 0.03% 476
2025
Q4 		$811K Sell
9,610
-3,281
-25% -$294K 0.02% 554
2025
Q3 		$1.29M Buy
12,891
+1,669
+15% +$178K 0.03% 432
2025
Q2 		$1.17M Buy
11,222
+1,413
+14% +$158K 0.03% 494
2025
Q1 		$1.03M Buy
9,809
+2,995
+44% +$361K 0.03% 457
2024
Q4 		$877K Buy
6,814
+262
+4% +$40.7K 0.03% 448
2024
Q3 		$1.07M Sell
6,552
-190
-3% -$29.1K 0.04% 398
2024
Q2 		$1.04M Buy
6,742
+6,133
+1,007% +$919K 0.05% 353
2024
Q1 		$90.4K Hold
609
– – ﹤0.01% 881
2023
Q4 		$77.9K Sell
609
-856
-58% -$107K ﹤0.01% 915
2023
Q3 		$160K Buy
1,465
+779
+114% +$89.6K 0.01% 738
2023
Q2 		$76.6K Buy
686
+6
+0.9% +$593 ﹤0.01% 953
2023
Q1 		$63K Hold
680
– – ﹤0.01% 1002
2022
Q4 		$71.1K Sell
680
-104
-13% -$10.8K ﹤0.01% 927
2022
Q3 		$72K Hold
784
– – 0.01% 902
2022
Q2 		$72K Sell
784
-12,659
-94% -$1.08M ﹤0.01% 1127
2022
Q1 		$1.18M Sell
13,443
-1,401
-9% -$115K 0.05% 314
2021
Q4 		$1.26M Buy
14,844
+3,509
+31% +$296K 0.05% 340
2021
Q3 		$916K Buy
11,335
+7,282
+180% +$609K 0.04% 406
2021
Q2 		$351K Sell
4,053
-6,425
-61% -$543K 0.01% 648
2021
Q1 		$869K Buy
10,478
+3,627
+53% +$304K 0.02% 462
2020
Q4 		$16K Buy
6,851
+6,645
+3,226% +$565K ﹤0.01% 2018
2020
Q3 		$17K Buy
206
+1
+0.5% +$82 ﹤0.01% 1716
2020
Q2 		$15K Hold
205
– – ﹤0.01% 1739
2020
Q1 		$14K Hold
205
– – ﹤0.01% 1644
2019
Q4 		$14K Buy
205
+55
+37% +$3.92K ﹤0.01% 1822
2019
Q3 		$10K Buy
+150
New +$10.6K ﹤0.01% 1878
2017
Q1 		– Sell
-500
Closed -$18K – 2065
2016
Q4 		$18K Buy
+500
New +$17K ﹤0.01% 1223

Other funds holding BAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geneos Wealth Management reduced its Booz Allen Hamilton (BAH) stake by 96% in Q2 2026, selling an estimated $1.07M and leaving 623 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Geneos Wealth Management first reported a position in BAH in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.29M in Q3 2025. 561 funds tracked by Wall St. Rank hold BAH as of Q2 2026.

  • Geneos Wealth Management held 623 shares of Booz Allen Hamilton worth $37.8K as of Q2 2026.
  • Geneos Wealth Management sold 13,954 Booz Allen Hamilton shares in Q2 2026, an estimated $1.07M.
  • Booz Allen Hamilton made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1569 holding.
  • Geneos Wealth Management first reported a position in Booz Allen Hamilton in Q4 2016 and has held it in 29 quarters since.
  • Geneos Wealth Management's Booz Allen Hamilton position peaked at $1.29M in Q3 2025.
  • 561 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q2 2026.

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