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 Q3	$970	Hold	75	–	–	﹤0.01%	3093
2026 Q2	$1.02K	Hold	75	–	–	﹤0.01%	2423
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	Hold	75	–	–	﹤0.01%	2972
2025 Q1	$1.09K	Hold	75	–	–	﹤0.01%	2917
2024 Q4	$1.06K	Hold	75	–	–	﹤0.01%	2755
2024 Q3	$1.12K	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	$1.78K	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 $306M AUM 11.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

NCM

Nitor Capital Management Englewood Cliffs, New Jersey $149M AUM 21.98% 1-Year Est. Return

Stevens Capital Partners Omaha, Nebraska $577M AUM 13.81% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $185M AUM 12.43% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geneos Wealth Management's BOC Position: Q3 2026 in Review

Geneos Wealth Management held its Boston Omaha (BOC) position steady in Q3 2026 at 75 shares worth $970. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

Geneos Wealth Management first reported a position in BOC in Q1 2018 and has held it in 33 quarters since. The position peaked at $8K in Q1 2021. 62 funds tracked by Wall St. Rank hold BOC as of Q3 2026.

Geneos Wealth Management held 75 shares of Boston Omaha worth $970 as of Q3 2026.
Geneos Wealth Management left its Boston Omaha share count unchanged in Q3 2026.
Boston Omaha made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #3093 holding.
Geneos Wealth Management first reported a position in Boston Omaha in Q1 2018 and has held it in 33 quarters since.
Geneos Wealth Management's Boston Omaha position peaked at $8K in Q1 2021.
62 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.