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Geneos Wealth Management’s Bank of Montreal BMO Stock Holding History

Geneos Wealth Management’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$418K Sell
2,365
-360
-13% -$56.6K 0.01% 791
2026
Q1 		$369K Sell
2,725
-400
-13% -$55.6K 0.01% 784
2025
Q4 		$406K Hold
3,125
– – 0.01% 724
2025
Q3 		$407K Buy
3,125
+342
+12% +$40.5K 0.01% 712
2025
Q2 		$308K Buy
2,783
+1,089
+64% +$110K 0.01% 853
2025
Q1 		$162K Sell
1,694
-276
-14% -$27.3K 0.01% 994
2024
Q4 		$191K Buy
+1,970
New +$186K 0.01% 854
2022
Q1 		– Sell
-9,871
Closed -$1.06M – 2768
2021
Q4 		$1.06M Sell
9,871
-122
-1% -$13.1K 0.04% 379
2021
Q3 		$1.01M Sell
9,993
-711
-7% -$71.6K 0.04% 381
2021
Q2 		$1.1M Sell
10,704
-53,382
-83% -$5.27M 0.04% 339
2021
Q1 		$6.04M Sell
64,086
-6
-0% -$489 0.17% 144
2020
Q4 		$5.74M Sell
64,092
-5,428
-8% -$372K 0.23% 101
2020
Q3 		$4.05M Sell
69,520
-13,218
-16% -$765K 0.21% 110
2020
Q2 		$4.26M Buy
82,738
+4,506
+6% +$230K 0.24% 99
2020
Q1 		$3.73M Buy
78,232
+4,703
+6% +$319K 0.25% 90
2019
Q4 		$5.67M Buy
73,529
+5,760
+8% +$434K 0.3% 88
2019
Q3 		$4.99M Buy
67,769
+348
+0.5% +$25.4K 0.3% 89
2019
Q2 		$5.09M Buy
67,421
+1,616
+2% +$124K 0.32% 80
2019
Q1 		$4.92M Buy
65,805
+57
+0.1% +$4.21K 0.32% 79
2018
Q4 		$4.28M Sell
65,748
-551
-0.8% -$40.8K 0.32% 81
2018
Q3 		$5.47M Sell
66,299
-1,901
-3% -$153K 0.36% 62
2018
Q2 		$5.27M Buy
68,200
+3,296
+5% +$254K 0.41% 62
2018
Q1 		$4.9M Buy
64,904
+54,713
+537% +$4.3M 0.43% 62
2017
Q4 		$815K Buy
10,191
+7,118
+232% +$555K 0.07% 240
2017
Q3 		$232K Sell
3,073
-36
-1% -$2.69K 0.02% 471
2017
Q2 		$228K Hold
3,109
– – 0.02% 467
2017
Q1 		$232K Sell
3,109
-75
-2% -$5.66K 0.02% 442
2016
Q4 		$228K Sell
3,184
-108
-3% -$7.2K 0.03% 429
2016
Q3 		$215K Hold
3,292
– – 0.03% 430
2016
Q2 		$209K Buy
3,292
+235
+8% +$14.9K 0.03% 427
2016
Q1 		$185K Buy
+3,057
New +$167K 0.03% 446

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Geneos Wealth Management reduced its Bank of Montreal (BMO) stake by 13% in Q2 2026, selling an estimated $56.6K and leaving 2,365 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #791.

Geneos Wealth Management first reported a position in BMO in Q1 2016 and has held it in 31 quarters since. The position peaked at $6.04M in Q1 2021. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Geneos Wealth Management held 2,365 shares of Bank of Montreal worth $418K as of Q2 2026.
  • Geneos Wealth Management sold 360 Bank of Montreal shares in Q2 2026, an estimated $56.6K.
  • Bank of Montreal made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #791 holding.
  • Geneos Wealth Management first reported a position in Bank of Montreal in Q1 2016 and has held it in 31 quarters since.
  • Geneos Wealth Management's Bank of Montreal position peaked at $6.04M in Q1 2021.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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