Geneos Wealth Management’s Boston Omaha BOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$876	Hold	75	–	–	﹤0.01%	2423
2025 Q4	$928	Hold	75	–	–	﹤0.01%	2412
2025 Q3	$981	Hold	75	–	–	﹤0.01%	2411
2025 Q2	$1.05K	Sell	75 -75	-50%	-$1.09K	﹤0.01%	2972
2025 Q1	$2.19K	Buy	150 +75	+100%	+$1.08K	﹤0.01%	2960
2024 Q4	$1.06K	Hold	75	–	–	﹤0.01%	2755
2024 Q3	$1.11K	Hold	75	–	–	﹤0.01%	2425
2024 Q2	$1.01K	Hold	75	–	–	﹤0.01%	1975
2024 Q1	$1.16K	Hold	75	–	–	﹤0.01%	1989
2023 Q4	$1.18K	Hold	75	–	–	﹤0.01%	1994
2023 Q3	$1.23K	Hold	75	–	–	﹤0.01%	2003
2023 Q2	$1.41K	Hold	75	–	–	﹤0.01%	1985
2023 Q1	$1.77K	Buy	+75	New	+$1.87K	﹤0.01%	1924
2022 Q3	–	Sell	-75	Closed	-$1K	–	2073
2022 Q2	$1K	Hold	75	–	–	﹤0.01%	2467
2022 Q1	$1K	Hold	75	–	–	﹤0.01%	2615
2021 Q4	$2K	Hold	75	–	–	﹤0.01%	2564
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	2631
2021 Q2	$2K	Sell	75 -217	-74%	-$6.3K	﹤0.01%	2638
2021 Q1	$8K	Buy	292 +60	+26%	+$2.17K	﹤0.01%	2457
2020 Q4	$6K	Buy	232 +157	+209%	+$3.2K	﹤0.01%	2402
2020 Q3	$1K	Hold	75	–	–	﹤0.01%	2490
2020 Q2	$1K	Hold	75	–	–	﹤0.01%	2428
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	2344
2019 Q4	$1K	Hold	75	–	–	﹤0.01%	2438
2019 Q3	$1K	Hold	75	–	–	﹤0.01%	2370
2019 Q2	$1K	Hold	75	–	–	﹤0.01%	2376
2019 Q1	$1K	Hold	75	–	–	﹤0.01%	2301
2018 Q4	$1K	Hold	75	–	–	﹤0.01%	2280
2018 Q3	$2K	Hold	75	–	–	﹤0.01%	2237
2018 Q2	$1K	Hold	75	–	–	﹤0.01%	2168
2018 Q1	$1K	Buy	+75	New	+$1.73K	﹤0.01%	2086

Other funds holding BOC

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

MIOT

Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

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

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

Geneos Wealth Management held its Boston Omaha (BOC) position steady in Q1 2026 at 75 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Geneos Wealth Management first reported a position in BOC in Q1 2018 and has held it in 31 quarters since. The position peaked at $8K in Q1 2021. 122 funds tracked by Wall St. Rank hold BOC as of Q1 2026.

Geneos Wealth Management held 75 shares of Boston Omaha worth $876 as of Q1 2026.
Geneos Wealth Management left its Boston Omaha share count unchanged in Q1 2026.
Boston Omaha made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2423 holding.
Geneos Wealth Management first reported a position in Boston Omaha in Q1 2018 and has held it in 31 quarters since.
Geneos Wealth Management's Boston Omaha position peaked at $8K in Q1 2021.
122 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2026.

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