Geneos Wealth Management’s BCE BCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.3K	Hold	646	–	–	﹤0.01%	1850
2025 Q4	$15.4K	Hold	646	–	–	﹤0.01%	1826
2025 Q3	$15.1K	Sell	646 -2,935	-82%	-$70.7K	﹤0.01%	1828
2025 Q2	$79.4K	Sell	3,581 -3,638	-50%	-$79.6K	﹤0.01%	1347
2025 Q1	$166K	Buy	7,219 +5,340	+284%	+$126K	﹤0.01%	1316
2024 Q4	$43.6K	Sell	1,879 -654	-26%	-$18.8K	﹤0.01%	1370
2024 Q3	$88.1K	Buy	2,533 +205	+9%	+$7K	﹤0.01%	998
2024 Q2	$75.4K	Buy	2,328 +13	+0.6%	+$433	﹤0.01%	945
2024 Q1	$78.6K	Buy	2,315 +124	+6%	+$4.72K	﹤0.01%	925
2023 Q4	$86.3K	Sell	2,191 -4,610	-68%	-$178K	﹤0.01%	879
2023 Q3	$260K	Sell	6,801 -1,265	-16%	-$53.1K	0.01%	614
2023 Q2	$368K	Buy	8,066 +3,937	+95%	+$183K	0.02%	531
2023 Q1	$185K	Sell	4,129 -6,888	-63%	-$311K	0.01%	671
2022 Q4	$484K	Sell	11,017 -3,579	-25%	-$161K	0.03%	431
2022 Q3	$612K	Sell	14,596 -68	-0.5%	-$3.3K	0.04%	352
2022 Q2	$731K	Buy	14,664 +434	+3%	+$23.3K	0.04%	404
2022 Q1	$789K	Sell	14,230 -796	-5%	-$42.2K	0.03%	421
2021 Q4	$781K	Buy	15,026 +1,050	+8%	+$53.7K	0.03%	466
2021 Q3	$699K	Buy	13,976 +165	+1%	+$8.35K	0.03%	489
2021 Q2	$686K	Sell	13,811 -250	-2%	-$12.1K	0.03%	473
2021 Q1	$664K	Hold	14,061	–	–	0.02%	553
2020 Q4	$639K	Buy	14,061 +5,444	+63%	+$233K	0.03%	469
2020 Q3	$357K	Hold	8,617	–	–	0.02%	514
2020 Q2	$352K	Sell	8,617 -161	-2%	-$6.63K	0.02%	495
2020 Q1	$337K	Buy	8,778 +1,228	+16%	+$55.1K	0.02%	463
2019 Q4	$349K	Hold	7,550	–	–	0.02%	526
2019 Q3	$365K	Buy	7,550 +261	+4%	+$12.2K	0.02%	479
2019 Q2	$331K	Buy	7,289 +469	+7%	+$21.2K	0.02%	518
2019 Q1	$302K	Sell	6,820 -283	-4%	-$12.2K	0.02%	528
2018 Q4	$280K	Buy	7,103 +5,664	+394%	+$232K	0.02%	504
2018 Q3	$58K	Hold	1,439	–	–	﹤0.01%	1096
2018 Q2	$58K	Sell	1,439 -486	-25%	-$20.4K	﹤0.01%	973
2018 Q1	$82K	Sell	1,925 -61	-3%	-$2.74K	0.01%	818
2017 Q4	$95K	Hold	1,986	–	–	0.01%	761
2017 Q3	$93K	Sell	1,986 -194	-9%	-$9.08K	0.01%	721
2017 Q2	$98K	Buy	2,180 +1,109	+104%	+$50K	0.01%	682
2017 Q1	$47K	Sell	1,071 -122	-10%	-$5.38K	﹤0.01%	904
2016 Q4	$51K	Buy	1,193 +1	+0.1%	+$44	0.01%	830
2016 Q3	$55K	Sell	1,192 -12,018	-91%	-$569K	0.01%	781
2016 Q2	$628K	Buy	13,210 +5,109	+63%	+$237K	0.09%	207
2016 Q1	$370K	Buy	+8,101	New	+$338K	0.06%	292

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Geneos Wealth Management held its BCE (BCE) position steady in Q1 2026 at 646 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Geneos Wealth Management first reported a position in BCE in Q1 2016 and has held it in 41 quarters since. The position peaked at $789K in Q1 2022. 404 funds tracked by Wall St. Rank hold BCE as of Q1 2026.

Geneos Wealth Management held 646 shares of BCE worth $16.3K as of Q1 2026.
Geneos Wealth Management left its BCE share count unchanged in Q1 2026.
BCE made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1850 holding.
Geneos Wealth Management first reported a position in BCE in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's BCE position peaked at $789K in Q1 2022.
404 funds tracked by Wall St. Rank held BCE as of Q1 2026.

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