Geneos Wealth Management
BILL icon

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
Q3 		$91.8K Buy
2,158
+33
+2% +$1.52K ﹤0.01% 1414
2026
Q2 		$76.8K Buy
2,125
+625
+42% +$23K ﹤0.01% 1320
2026
Q1 		$57.4K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geneos Wealth Management's BILL Position: Q3 2026 in Review

Geneos Wealth Management increased its BILL Holdings (BILL) stake by 1.6% in Q3 2026, buying an estimated $1.52K and bringing the position to 2,158 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Geneos Wealth Management first reported a position in BILL in Q4 2024 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • Geneos Wealth Management held 2,158 shares of BILL Holdings worth $91.8K as of Q3 2026.
  • Geneos Wealth Management bought 33 BILL Holdings shares in Q3 2026, an estimated $1.52K.
  • BILL Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1414 holding.
  • Geneos Wealth Management first reported a position in BILL Holdings in Q4 2024 and has held it in 6 quarters since.
  • 228 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.