Geneos Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.8K | Hold |
1,600
| – | – | ﹤0.01% | 1533 |
|
|
2025
Q4 | $47.9K | Hold |
1,600
| – | – | ﹤0.01% | 1411 |
|
|
2025
Q3 | $51.6K | Sell |
1,600
-210
| -12% | -$6.8K | ﹤0.01% | 1377 |
|
|
2025
Q2 | $61.8K | Sell |
1,810
-1,010
| -36% | -$33.1K | ﹤0.01% | 1457 |
|
|
2025
Q1 | $87K | Buy |
+2,820
| New | +$91.4K | ﹤0.01% | 1642 |
|
|
2024
Q2 | – | Sell |
-42
| Closed | -$1.19K | – | 2070 |
|
|
2024
Q1 | $1.19K | Buy |
+42
| New | +$1.13K | ﹤0.01% | 1986 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$2K | – | 2075 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2363 |
|
|
2022
Q1 | $2K | Sell |
100
-400
| -80% | -$10.5K | ﹤0.01% | 2524 |
|
|
2021
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 2064 |
|
|
2021
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 2134 |
|
|
2021
Q2 | $13K | Sell |
500
-400
| -44% | -$9.32K | ﹤0.01% | 2090 |
|
|
2021
Q1 | $19K | Sell |
900
-616
| -41% | -$12K | ﹤0.01% | 2102 |
|
|
2020
Q4 | $35K | Buy |
1,516
+575
| +61% | +$10K | ﹤0.01% | 1622 |
|
|
2020
Q3 | $16K | Hold |
941
| – | – | ﹤0.01% | 1748 |
|
|
2020
Q2 | $20K | Hold |
941
| – | – | ﹤0.01% | 1612 |
|
|
2020
Q1 | $12K | Hold |
941
| – | – | ﹤0.01% | 1713 |
|
|
2019
Q4 | $16K | Hold |
941
| – | – | ﹤0.01% | 1775 |
|
|
2019
Q3 | $15K | Sell |
941
-550
| -37% | -$8.83K | ﹤0.01% | 1723 |
|
|
2019
Q2 | $26K | Buy |
1,491
+200
| +15% | +$3.83K | ﹤0.01% | 1500 |
|
|
2019
Q1 | $24K | Sell |
1,291
-5,730
| -82% | -$119K | ﹤0.01% | 1477 |
|
|
2018
Q4 | $118K | Sell |
7,021
-250
| -3% | -$4.6K | 0.01% | 783 |
|
|
2018
Q3 | $173K | Buy |
7,271
+6,130
| +537% | +$154K | 0.01% | 689 |
|
|
2018
Q2 | $28K | Buy |
1,141
+1,041
| +1,041% | +$25.8K | ﹤0.01% | 1307 |
|
|
2018
Q1 | $2K | Sell |
100
-650
| -87% | -$14K | ﹤0.01% | 2013 |
|
|
2017
Q4 | $15K | Buy |
750
+500
| +200% | +$10.5K | ﹤0.01% | 1482 |
|
|
2017
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 1801 |
|
|
2017
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 1769 |
|
|
2017
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 1719 |
|
|
2016
Q4 | $3K | Hold |
250
| – | – | ﹤0.01% | 1742 |
|
|
2016
Q3 | $3K | Hold |
250
| – | – | ﹤0.01% | 1677 |
|
|
2016
Q2 | $2K | Sell |
250
-500
| -67% | -$5.98K | ﹤0.01% | 1664 |
|
|
2016
Q1 | $9K | Buy |
+750
| New | +$8.51K | ﹤0.01% | 1326 |
|
Other funds holding BOX
VPM
VCM
Geneos Wealth Management's BOX Position: Q1 2026 in Review
Geneos Wealth Management held its Box (BOX) position steady in Q1 2026 at 1,600 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.
Geneos Wealth Management first reported a position in BOX in Q1 2016 and has held it in 32 quarters since. The position peaked at $173K in Q3 2018. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.
- Geneos Wealth Management held 1,600 shares of Box worth $37.8K as of Q1 2026.
- Geneos Wealth Management left its Box share count unchanged in Q1 2026.
- Box made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1533 holding.
- Geneos Wealth Management first reported a position in Box in Q1 2016 and has held it in 32 quarters since.
- Geneos Wealth Management's Box position peaked at $173K in Q3 2018.
- 398 funds tracked by Wall St. Rank held Box as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.