Geneos Wealth Management’s BJs Wholesale Club BJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.6K	Sell	190 -57,078	-100%	-$5.22M	﹤0.01%	1857
2026 Q1	$5.64M	Sell	57,268 -6,398	-10%	-$617K	0.13%	188
2025 Q4	$5.73M	Sell	63,666 -486	-0.8%	-$44.6K	0.14%	185
2025 Q3	$5.98M	Buy	64,152 +4,829	+8%	+$494K	0.15%	170
2025 Q2	$6.4M	Buy	59,323 +28,850	+95%	+$3.29M	0.16%	161
2025 Q1	$3.48M	Buy	30,473 +30,346	+23,894%	+$3.12M	0.12%	211
2024 Q4	$11.3K	Hold	127	–	–	﹤0.01%	2001
2024 Q3	$10.5K	Buy	+127	New	+$10.7K	﹤0.01%	1827
2022 Q3	–	Sell	-100	Closed	-$6K	–	2068
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	2117
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	2263
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	2335
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	2433
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	2490
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	2700
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	2521
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	2232
2020 Q2	$3K	Buy	+100	New	+$3.07K	﹤0.01%	2261

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management reduced its BJs Wholesale Club (BJ) stake by 100% in Q2 2026, selling an estimated $5.22M and leaving 190 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Geneos Wealth Management first reported a position in BJ in Q2 2020 and has held it in 17 quarters since. The position peaked at $6.4M in Q2 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Geneos Wealth Management held 190 shares of BJs Wholesale Club worth $16.6K as of Q2 2026.
Geneos Wealth Management sold 57,078 BJs Wholesale Club shares in Q2 2026, an estimated $5.22M.
BJs Wholesale Club made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1857 holding.
Geneos Wealth Management first reported a position in BJs Wholesale Club in Q2 2020 and has held it in 17 quarters since.
Geneos Wealth Management's BJs Wholesale Club position peaked at $6.4M in Q2 2025.
639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

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