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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
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
-73
-63% -$3.23K ﹤0.01% 2818
2025
Q1 		$5.28K Buy
115
+86
+297% +$5.78K ﹤0.01% 2739
2024
Q4 		$2.46K Buy
+29
New +$2.16K ﹤0.01% 2548

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in BILL Holdings (BILL) in Q1 2026: 1,500 shares worth $57.5K. The stake represents ﹤0.01% of the portfolio and ranks #1369 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in BILL as recently as Q2 2025.

Geneos Wealth Management first reported a position in BILL in Q4 2024 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • Geneos Wealth Management held 1,500 shares of BILL Holdings worth $57.5K as of Q1 2026.
  • BILL Holdings was a new Geneos Wealth Management position in Q1 2026.
  • BILL Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1369 holding.
  • Geneos Wealth Management first reported a position in BILL Holdings in Q4 2024 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

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