Geneos Wealth Management’s BigBear.ai BBAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,500	Closed	-$18.9K	–	2475
2025 Q4	$18.9K	Buy	+3,500	New	+$22.9K	﹤0.01%	1742
2025 Q3	–	Sell	-500	Closed	-$3.4K	–	2546
2025 Q2	$3.4K	Hold	500	–	–	﹤0.01%	2680
2025 Q1	$1.43K	Hold	500	–	–	﹤0.01%	2851
2024 Q4	$2.23K	Buy	+500	New	+$1.13K	﹤0.01%	2565
2022 Q3	–	Sell	-1,500	Closed	-$5K	–	2052
2022 Q2	$5K	Hold	1,500	–	–	﹤0.01%	2160
2022 Q1	$12K	Buy	+1,500	New	+$9.17K	﹤0.01%	1995

Other funds holding BBAI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

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

Geneos Wealth Management sold out of BigBear.ai (BBAI) in Q1 2026, closing a stake of 3,500 shares — an estimated $18.9K sold.

Geneos Wealth Management first reported a position in BBAI in Q1 2022 and held it in 6 quarters. The position peaked at $18.9K in Q4 2025. 325 funds tracked by Wall St. Rank hold BBAI as of Q1 2026.

Geneos Wealth Management reported no remaining BigBear.ai position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 3,500 BigBear.ai shares in Q1 2026, an estimated $18.9K.
Geneos Wealth Management first reported a position in BigBear.ai in Q1 2022 and held it in 6 quarters.
Geneos Wealth Management's BigBear.ai position peaked at $18.9K in Q4 2025.
325 funds tracked by Wall St. Rank held BigBear.ai as of Q1 2026.

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