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Geneos Wealth Management’s BILL Holdings BILL Stock Holding History

Geneos Wealth Management’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.8K Buy
2,125
+625
+42% +$23K ﹤0.01% 1320
2026
Q1 		$57.5K Buy
+1,500
New +$67.1K ﹤0.01% 1369
2025
Q3 		– Sell
-42
Closed -$1.94K – 2565
2025
Q2 		$1.94K Sell
42
-2
-5% -$88 ﹤0.01% 2818
2025
Q1 		$2.02K Buy
44
+15
+52% +$1.01K ﹤0.01% 2760
2024
Q4 		$2.46K Buy
+29
New +$2.16K ﹤0.01% 2548

Other funds holding BILL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geneos Wealth Management increased its BILL Holdings (BILL) stake by 42% in Q2 2026, buying an estimated $23K and bringing the position to 2,125 shares worth $76.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Geneos Wealth Management first reported a position in BILL in Q4 2024 and has held it in 5 quarters since. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Geneos Wealth Management held 2,125 shares of BILL Holdings worth $76.8K as of Q2 2026.
  • Geneos Wealth Management bought 625 BILL Holdings shares in Q2 2026, an estimated $23K.
  • BILL Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1320 holding.
  • Geneos Wealth Management first reported a position in BILL Holdings in Q4 2024 and has held it in 5 quarters since.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

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