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Geneos Wealth Management’s Blackstone BX Stock Holding History

Geneos Wealth Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
8,640
+2,611
+43% +$314K 0.02% 538
2026
Q1 		$693K Buy
6,029
+148
+3% +$19.3K 0.02% 599
2025
Q4 		$907K Sell
5,881
-131
-2% -$19.9K 0.02% 524
2025
Q3 		$1.03M Sell
6,012
-304
-5% -$52.1K 0.03% 486
2025
Q2 		$945K Sell
6,316
-5,488
-46% -$754K 0.02% 547
2025
Q1 		$1.65M Buy
11,804
+6,861
+139% +$1.11M 0.02% 533
2024
Q4 		$852K Buy
4,943
+3
+0.1% +$523 0.03% 455
2024
Q3 		$756K Buy
4,940
+50
+1% +$6.94K 0.03% 462
2024
Q2 		$605K Sell
4,890
-169
-3% -$20.8K 0.03% 451
2024
Q1 		$665K Sell
5,059
-198
-4% -$24.7K 0.03% 428
2023
Q4 		$688K Sell
5,257
-140
-3% -$15.1K 0.03% 403
2023
Q3 		$578K Buy
5,397
+237
+5% +$24.7K 0.03% 437
2023
Q2 		$480K Sell
5,160
-60
-1% -$5.18K 0.03% 471
2023
Q1 		$459K Buy
5,220
+1,282
+33% +$113K 0.03% 460
2022
Q4 		$292K Sell
3,938
-7,242
-65% -$625K 0.02% 532
2022
Q3 		$935K Sell
11,180
-2,599
-19% -$252K 0.06% 265
2022
Q2 		$1.28M Buy
13,779
+524
+4% +$56.6K 0.06% 270
2022
Q1 		$1.68M Sell
13,255
-16
-0.1% -$1.95K 0.07% 253
2021
Q4 		$1.72M Sell
13,271
-1,050
-7% -$140K 0.07% 277
2021
Q3 		$1.66M Buy
14,321
+3
+0% +$348 0.06% 277
2021
Q2 		$1.4M Sell
14,318
-13,299
-48% -$1.18M 0.05% 294
2021
Q1 		$2.44M Sell
27,617
-522
-2% -$36K 0.07% 267
2020
Q4 		$1.7M Buy
28,139
+8,724
+45% +$508K 0.07% 259
2020
Q3 		$993K Buy
19,415
+26
+0.1% +$1.39K 0.05% 289
2020
Q2 		$1.05M Sell
19,389
-1,977
-9% -$104K 0.06% 276
2020
Q1 		$984K Sell
21,366
-3,203
-13% -$177K 0.07% 259
2019
Q4 		$1.38M Sell
24,569
-23
-0.1% -$1.19K 0.07% 256
2019
Q3 		$1.24M Buy
+24,592
New +$1.2M 0.07% 242

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geneos Wealth Management increased its Blackstone (BX) stake by 43% in Q2 2026, buying an estimated $314K and bringing the position to 8,640 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #538.

Geneos Wealth Management first reported a position in BX in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.44M in Q1 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Geneos Wealth Management held 8,640 shares of Blackstone worth $1.02M as of Q2 2026.
  • Geneos Wealth Management bought 2,611 Blackstone shares in Q2 2026, an estimated $314K.
  • Blackstone made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #538 holding.
  • Geneos Wealth Management first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
  • Geneos Wealth Management's Blackstone position peaked at $2.44M in Q1 2021.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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