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 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 -619	-45%	-$71.4K	﹤0.01%	1305
2025 Q1	$227K	Buy	1,371 +344	+33%	+$50K	﹤0.01%	1176
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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geneos Wealth Management reduced its Builders FirstSource (BLDR) stake by 65% in Q1 2026, selling an estimated $34.7K and leaving 175 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Geneos Wealth Management first reported a position in BLDR in Q3 2022 and has held it in 9 quarters since. The position peaked at $227K in Q1 2025. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Geneos Wealth Management held 175 shares of Builders FirstSource worth $14.4K as of Q1 2026.
Geneos Wealth Management sold 325 Builders FirstSource shares in Q1 2026, an estimated $34.7K.
Builders FirstSource made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1886 holding.
Geneos Wealth Management first reported a position in Builders FirstSource in Q3 2022 and has held it in 9 quarters since.
Geneos Wealth Management's Builders FirstSource position peaked at $227K in Q1 2025.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

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