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Geneos Wealth Management’s Builders FirstSource BLDR Stock Holding History

Geneos Wealth Management’s Portfolio BLDR Stock Details BLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-175
Closed -$14.4K – 2484
2026
Q1 		$14.4K Sell
175
-325
-65% -$34.7K ﹤0.01% 1886
2025
Q4 		$51.4K Buy
500
+195
+64% +$21.9K ﹤0.01% 1381
2025
Q3 		$37K Sell
305
-447
-59% -$59.3K ﹤0.01% 1490
2025
Q2 		$87.8K Sell
752
-63
-8% -$7.27K ﹤0.01% 1305
2025
Q1 		$102K Sell
815
-212
-21% -$30.8K ﹤0.01% 1158
2024
Q4 		$147K Buy
1,027
+528
+106% +$93.4K 0.01% 942
2024
Q3 		$96.7K Buy
499
+203
+69% +$33.7K ﹤0.01% 976
2024
Q2 		$41K Buy
+296
New +$50.2K ﹤0.01% 1134
2022
Q4 		– Sell
-100
Closed -$5K – 2026
2022
Q3 		$5K Buy
+100
New +$6.25K ﹤0.01% 1673

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of Builders FirstSource (BLDR) in Q2 2026, closing a stake of 175 shares — an estimated $14.4K sold.

Geneos Wealth Management first reported a position in BLDR in Q3 2022 and held it in 9 quarters. The position peaked at $147K in Q4 2024. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Geneos Wealth Management reported no remaining Builders FirstSource position as of Q2 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 175 Builders FirstSource shares in Q2 2026, an estimated $14.4K.
  • Geneos Wealth Management first reported a position in Builders FirstSource in Q3 2022 and held it in 9 quarters.
  • Geneos Wealth Management's Builders FirstSource position peaked at $147K in Q4 2024.
  • 670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

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