GWM
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Geneos Wealth Management’s Best Buy BBY Stock Holding History

Geneos Wealth Management’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.6K Sell
772
-24
-3% -$1.58K ﹤0.01% 1436
2025
Q4 		$53.2K Sell
796
-416
-34% -$31.7K ﹤0.01% 1367
2025
Q3 		$91.6K Sell
1,212
-254
-17% -$18.2K ﹤0.01% 1153
2025
Q2 		$98.4K Sell
1,466
-1,861
-56% -$126K ﹤0.01% 1262
2025
Q1 		$245K Buy
3,327
+2,184
+191% +$180K ﹤0.01% 1147
2024
Q4 		$98.1K Sell
1,143
-79
-6% -$7.21K ﹤0.01% 1075
2024
Q3 		$126K Buy
1,222
+325
+36% +$29.3K ﹤0.01% 895
2024
Q2 		$75.6K Sell
897
-2,995
-77% -$238K ﹤0.01% 944
2024
Q1 		$319K Sell
3,892
-84
-2% -$6.39K 0.01% 587
2023
Q4 		$311K Buy
3,976
+2,552
+179% +$180K 0.02% 570
2023
Q3 		$98.9K Sell
1,424
-2,070
-59% -$160K 0.01% 873
2023
Q2 		$286K Buy
3,494
+376
+12% +$28.1K 0.02% 597
2023
Q1 		$244K Sell
3,118
-456
-13% -$37.6K 0.01% 603
2022
Q4 		$287K Buy
3,574
+424
+13% +$31.2K 0.02% 540
2022
Q3 		$199K Sell
3,150
-2,395
-43% -$177K 0.01% 598
2022
Q2 		$370K Buy
5,545
+759
+16% +$63.3K 0.02% 582
2022
Q1 		$435K Sell
4,786
-669
-12% -$66.3K 0.02% 567
2021
Q4 		$554K Buy
5,455
+3,241
+146% +$369K 0.02% 546
2021
Q3 		$233K Buy
2,214
+4
+0.2% +$449 0.01% 799
2021
Q2 		$255K Buy
2,210
+94
+4% +$11K 0.01% 751
2021
Q1 		$246K Sell
2,116
-13
-0.6% -$1.46K 0.01% 884
2020
Q4 		$248K Buy
2,129
+230
+12% +$25.7K 0.01% 757
2020
Q3 		$201K Buy
1,899
+906
+91% +$92.6K 0.01% 684
2020
Q2 		$84K Buy
993
+1
+0.1% +$76 ﹤0.01% 992
2020
Q1 		$62K Sell
992
-2,194
-69% -$174K ﹤0.01% 1031
2019
Q4 		$277K Buy
3,186
+2,136
+203% +$163K 0.01% 582
2019
Q3 		$71K Buy
1,050
+100
+11% +$6.97K ﹤0.01% 1021
2019
Q2 		$66K Buy
950
+94
+11% +$6.56K ﹤0.01% 1066
2019
Q1 		$60K Sell
856
-93
-10% -$5.8K ﹤0.01% 1058
2018
Q4 		$48K Sell
949
-1,952
-67% -$128K ﹤0.01% 1113
2018
Q3 		$230K Buy
2,901
+1,347
+87% +$104K 0.02% 589
2018
Q2 		$115K Buy
1,554
+1
+0.1% +$74 0.01% 738
2018
Q1 		$108K Hold
1,553
– – 0.01% 730
2017
Q4 		$106K Buy
1,553
+80
+5% +$4.73K 0.01% 728
2017
Q3 		$83K Buy
+1,473
New +$84.4K 0.01% 760
2017
Q2 		– Sell
-1,473
Closed -$72K – 2072
2017
Q1 		$72K Sell
1,473
-458
-24% -$20.5K 0.01% 760
2016
Q4 		$82K Hold
1,931
– – 0.01% 668
2016
Q3 		$73K Hold
1,931
– – 0.01% 675
2016
Q2 		$60K Sell
1,931
-1,600
-45% -$50.3K 0.01% 739
2016
Q1 		$113K Buy
+3,531
New +$107K 0.02% 548

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Geneos Wealth Management reduced its Best Buy (BBY) stake by 3% in Q1 2026, selling an estimated $1.58K and leaving 772 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Geneos Wealth Management first reported a position in BBY in Q1 2016 and has held it in 40 quarters since. The position peaked at $554K in Q4 2021. 860 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • Geneos Wealth Management held 772 shares of Best Buy worth $49.6K as of Q1 2026.
  • Geneos Wealth Management sold 24 Best Buy shares in Q1 2026, an estimated $1.58K.
  • Best Buy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1436 holding.
  • Geneos Wealth Management first reported a position in Best Buy in Q1 2016 and has held it in 40 quarters since.
  • Geneos Wealth Management's Best Buy position peaked at $554K in Q4 2021.
  • 860 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

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