Geneos Wealth Management’s Birkenstock BIRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.3K	Hold	100	–	–	﹤0.01%	2218
2026 Q1	$3.58K	Hold	100	–	–	﹤0.01%	2224
2025 Q4	$4.09K	Sell	100 -100	-50%	-$4.24K	﹤0.01%	2194
2025 Q3	$9.05K	Sell	200 -10	-5%	-$489	﹤0.01%	1989
2025 Q2	$10.3K	Sell	210 -11	-5%	-$565	﹤0.01%	2317
2025 Q1	$10.1K	Buy	221 +21	+11%	+$1.11K	﹤0.01%	2245
2024 Q4	$11.3K	Buy	+200	New	+$10.1K	﹤0.01%	2002

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geneos Wealth Management held its Birkenstock (BIRK) position steady in Q2 2026 at 100 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Geneos Wealth Management first reported a position in BIRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3K in Q4 2024. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Geneos Wealth Management held 100 shares of Birkenstock worth $4.3K as of Q2 2026.
Geneos Wealth Management left its Birkenstock share count unchanged in Q2 2026.
Birkenstock made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2218 holding.
Geneos Wealth Management first reported a position in Birkenstock in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Birkenstock position peaked at $11.3K in Q4 2024.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

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