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Geneos Wealth Management’s Cal-Maine CALM Stock Holding History

Geneos Wealth Management’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.2K Sell
300
-350
-54% -$27K ﹤0.01% 1735
2026
Q1 		$51.4K Sell
650
-2,250
-78% -$185K ﹤0.01% 1417
2025
Q4 		$231K Buy
2,900
+2,250
+346% +$198K 0.01% 886
2025
Q3 		$61.2K Sell
650
-21
-3% -$2.24K ﹤0.01% 1303
2025
Q2 		$66.9K Buy
671
+300
+81% +$28.7K ﹤0.01% 1428
2025
Q1 		$33.7K Buy
371
+21
+6% +$2.07K ﹤0.01% 1688
2024
Q4 		$36K Hold
350
– – ﹤0.01% 1450
2024
Q3 		$26.2K Hold
350
– – ﹤0.01% 1453
2024
Q2 		$21.4K Hold
350
– – ﹤0.01% 1325
2024
Q1 		$20.6K Hold
350
– – ﹤0.01% 1350
2023
Q4 		$20.1K Hold
350
– – ﹤0.01% 1349
2023
Q3 		$16.9K Hold
350
– – ﹤0.01% 1431
2023
Q2 		$15.8K Hold
350
– – ﹤0.01% 1447
2023
Q1 		$21.3K Buy
+350
New +$19.5K ﹤0.01% 1326
2020
Q2 		– Sell
-400
Closed -$16K – 2567
2020
Q1 		$16K Hold
400
– – ﹤0.01% 1599
2019
Q4 		$17K Sell
400
-9
-2% -$375 ﹤0.01% 1747
2019
Q3 		$18K Buy
409
+9
+2% +$374 ﹤0.01% 1645
2019
Q2 		$16K Hold
400
– – ﹤0.01% 1732
2019
Q1 		$17K Sell
400
-120
-23% -$5.22K ﹤0.01% 1634
2018
Q4 		$21K Hold
520
– – ﹤0.01% 1478
2018
Q3 		$25K Buy
520
+120
+30% +$5.74K ﹤0.01% 1470
2018
Q2 		$18K Hold
400
– – ﹤0.01% 1484
2018
Q1 		$17K Sell
400
-120
-23% -$5.2K ﹤0.01% 1447
2017
Q4 		$23K Hold
520
– – ﹤0.01% 1323
2017
Q3 		$21K Sell
520
-100
-16% -$3.73K ﹤0.01% 1293
2017
Q2 		$24K Buy
620
+70
+13% +$2.68K ﹤0.01% 1198
2017
Q1 		$20K Hold
550
– – ﹤0.01% 1230
2016
Q4 		$24K Hold
550
– – ﹤0.01% 1104
2016
Q3 		$21K Hold
550
– – ﹤0.01% 1115
2016
Q2 		$24K Sell
550
-550
-50% -$25.9K ﹤0.01% 1049
2016
Q1 		$57K Buy
+1,100
New +$54.9K 0.01% 759

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Geneos Wealth Management reduced its Cal-Maine (CALM) stake by 54% in Q2 2026, selling an estimated $27K and leaving 300 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Geneos Wealth Management first reported a position in CALM in Q1 2016 and has held it in 31 quarters since. The position peaked at $231K in Q4 2025. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Geneos Wealth Management held 300 shares of Cal-Maine worth $24.2K as of Q2 2026.
  • Geneos Wealth Management sold 350 Cal-Maine shares in Q2 2026, an estimated $27K.
  • Cal-Maine made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1735 holding.
  • Geneos Wealth Management first reported a position in Cal-Maine in Q1 2016 and has held it in 31 quarters since.
  • Geneos Wealth Management's Cal-Maine position peaked at $231K in Q4 2025.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

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