Geneos Wealth Management’s Cognex CGNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-679
| Closed | -$21.5K | – | 2611 |
|
|
2025
Q2 | $21.5K | Sell |
679
-240
| -26% | -$6.88K | ﹤0.01% | 1993 |
|
|
2025
Q1 | $27.4K | Buy |
919
+736
| +402% | +$25.9K | ﹤0.01% | 1790 |
|
|
2024
Q4 | $6.56K | Buy |
183
+9
| +5% | +$353 | ﹤0.01% | 2220 |
|
|
2024
Q3 | $7.05K | Buy |
174
+81
| +87% | +$3.45K | ﹤0.01% | 1953 |
|
|
2024
Q2 | $4.35K | Hold |
93
| – | – | ﹤0.01% | 1754 |
|
|
2024
Q1 | $3.94K | Hold |
93
| – | – | ﹤0.01% | 1760 |
|
|
2023
Q4 | $3.88K | Hold |
93
| – | – | ﹤0.01% | 1786 |
|
|
2023
Q3 | $3.95K | Hold |
93
| – | – | ﹤0.01% | 1807 |
|
|
2023
Q2 | $5.21K | Hold |
93
| – | – | ﹤0.01% | 1727 |
|
|
2023
Q1 | $4.61K | Buy |
93
+13
| +16% | +$658 | ﹤0.01% | 1751 |
|
|
2022
Q4 | $3.77K | Hold |
80
| – | – | ﹤0.01% | 1773 |
|
|
2022
Q3 | $3K | Sell |
80
-70
| -47% | -$3.17K | ﹤0.01% | 1770 |
|
|
2022
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 2120 |
|
|
2022
Q1 | $11K | Hold |
150
| – | – | ﹤0.01% | 2036 |
|
|
2021
Q4 | $11K | Sell |
150
-150
| -50% | -$12.1K | ﹤0.01% | 2129 |
|
|
2021
Q3 | $24K | Sell |
300
-51
| -15% | -$4.39K | ﹤0.01% | 1817 |
|
|
2021
Q2 | $29K | Sell |
351
-76
| -18% | -$6.15K | ﹤0.01% | 1728 |
|
|
2021
Q1 | $36K | Hold |
427
| – | – | ﹤0.01% | 1793 |
|
|
2020
Q4 | $34K | Buy |
427
+71
| +20% | +$5.16K | ﹤0.01% | 1639 |
|
|
2020
Q3 | $21K | Buy |
356
+6
| +2% | +$388 | ﹤0.01% | 1621 |
|
|
2020
Q2 | $20K | Hold |
350
| – | – | ﹤0.01% | 1614 |
|
|
2020
Q1 | $15K | Sell |
350
-280
| -44% | -$14K | ﹤0.01% | 1623 |
|
|
2019
Q4 | $35K | Hold |
630
| – | – | ﹤0.01% | 1432 |
|
|
2019
Q3 | $30K | Sell |
630
-22
| -3% | -$993 | ﹤0.01% | 1417 |
|
|
2019
Q2 | $31K | Sell |
652
-225
| -26% | -$10.8K | ﹤0.01% | 1417 |
|
|
2019
Q1 | $44K | Sell |
877
-2,320
| -73% | -$111K | ﹤0.01% | 1200 |
|
|
2018
Q4 | $120K | Sell |
3,197
-550
| -15% | -$23.8K | 0.01% | 777 |
|
|
2018
Q3 | $209K | Buy |
3,747
+1,407
| +60% | +$72.1K | 0.01% | 626 |
|
|
2018
Q2 | $104K | Sell |
2,340
-3,960
| -63% | -$187K | 0.01% | 775 |
|
|
2018
Q1 | $327K | Buy |
6,300
+800
| +15% | +$47.3K | 0.03% | 396 |
|
|
2017
Q4 | $336K | Buy |
5,500
+2,480
| +82% | +$158K | 0.03% | 401 |
|
|
2017
Q3 | $166K | Buy |
3,020
+310
| +11% | +$15.7K | 0.02% | 560 |
|
|
2017
Q2 | $115K | Buy |
2,710
+1,540
| +132% | +$68.4K | 0.01% | 643 |
|
|
2017
Q1 | $49K | Buy |
1,170
+460
| +65% | +$16.8K | 0.01% | 892 |
|
|
2016
Q4 | $22K | Buy |
710
+80
| +13% | +$2.29K | ﹤0.01% | 1137 |
|
|
2016
Q3 | $16K | Buy |
630
+150
| +31% | +$3.6K | ﹤0.01% | 1200 |
|
|
2016
Q2 | $10K | Hold |
480
| – | – | ﹤0.01% | 1315 |
|
|
2016
Q1 | $9K | Buy |
+480
| New | +$8.37K | ﹤0.01% | 1328 |
|
Other funds holding CGNX
DGI
Geneos Wealth Management's CGNX Position: Q3 2025 in Review
Geneos Wealth Management sold out of Cognex (CGNX) in Q3 2025, closing a stake of 679 shares — an estimated $21.5K sold.
Geneos Wealth Management first reported a position in CGNX in Q1 2016 and held it in 38 quarters. The position peaked at $336K in Q4 2017. 504 funds tracked by Wall St. Rank hold CGNX as of Q3 2025.
- Geneos Wealth Management reported no remaining Cognex position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 679 Cognex shares in Q3 2025, an estimated $21.5K.
- Geneos Wealth Management first reported a position in Cognex in Q1 2016 and held it in 38 quarters.
- Geneos Wealth Management's Cognex position peaked at $336K in Q4 2017.
- 504 funds tracked by Wall St. Rank held Cognex as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.