Geneos Wealth Management’s Check Point Software Technologies CHKP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $605K | Sell |
4,602
-178
| -4% | -$23.2K | 0.01% | 676 |
|
|
2026
Q1 | $683K | Sell |
4,780
-266
| -5% | -$44.5K | 0.02% | 605 |
|
|
2025
Q4 | $936K | Sell |
5,046
-842
| -14% | -$163K | 0.02% | 518 |
|
|
2025
Q3 | $1.22M | Sell |
5,888
-227
| -4% | -$45.7K | 0.03% | 443 |
|
|
2025
Q2 | $1.35M | Sell |
6,115
-6,948
| -53% | -$1.53M | 0.03% | 455 |
|
|
2025
Q1 | $2.98M | Buy |
13,063
+7,243
| +124% | +$1.53M | 0.04% | 399 |
|
|
2024
Q4 | $1.09M | Sell |
5,820
-21
| -0.4% | -$3.96K | 0.04% | 405 |
|
|
2024
Q3 | $1.13M | Sell |
5,841
-3,171
| -35% | -$581K | 0.04% | 379 |
|
|
2024
Q2 | $1.49M | Buy |
9,012
+625
| +7% | +$97.4K | 0.07% | 294 |
|
|
2024
Q1 | $1.38M | Buy |
8,387
+751
| +10% | +$120K | 0.06% | 304 |
|
|
2023
Q4 | $1.17M | Buy |
7,636
+60
| +0.8% | +$8.48K | 0.06% | 301 |
|
|
2023
Q3 | $1.01M | Buy |
+7,576
| New | +$995K | 0.05% | 320 |
|
|
2022
Q2 | – | Sell |
-168
| Closed | -$23K | – | 2611 |
|
|
2022
Q1 | $23K | Buy |
168
+36
| +27% | +$4.7K | ﹤0.01% | 1733 |
|
|
2021
Q4 | $15K | Hold |
132
| – | – | ﹤0.01% | 2011 |
|
|
2021
Q3 | $15K | Hold |
132
| – | – | ﹤0.01% | 2051 |
|
|
2021
Q2 | $15K | Sell |
132
-1,838
| -93% | -$217K | ﹤0.01% | 2039 |
|
|
2021
Q1 | $230K | Sell |
1,970
-3,487
| -64% | -$420K | 0.01% | 909 |
|
|
2020
Q4 | $402K | Buy |
5,457
+3,507
| +180% | +$429K | 0.02% | 600 |
|
|
2020
Q3 | $234K | Sell |
1,950
-1,012
| -34% | -$123K | 0.01% | 636 |
|
|
2020
Q2 | $313K | Buy |
2,962
+376
| +15% | +$39.8K | 0.02% | 533 |
|
|
2020
Q1 | $256K | Sell |
2,586
-8,012
| -76% | -$858K | 0.02% | 544 |
|
|
2019
Q4 | $1.18M | Buy |
10,598
+1,470
| +16% | +$165K | 0.06% | 270 |
|
|
2019
Q3 | $987K | Buy |
9,128
+2,079
| +29% | +$232K | 0.06% | 275 |
|
|
2019
Q2 | $820K | Buy |
7,049
+2,017
| +40% | +$238K | 0.05% | 312 |
|
|
2019
Q1 | $636K | Buy |
5,032
+4,822
| +2,296% | +$560K | 0.04% | 346 |
|
|
2018
Q4 | $21K | Sell |
210
-50
| -19% | -$5.49K | ﹤0.01% | 1479 |
|
|
2018
Q3 | $30K | Sell |
260
-95
| -27% | -$10.8K | ﹤0.01% | 1401 |
|
|
2018
Q2 | $34K | Hold |
355
| – | – | ﹤0.01% | 1220 |
|
|
2018
Q1 | $35K | Hold |
355
| – | – | ﹤0.01% | 1153 |
|
|
2017
Q4 | $36K | Buy |
355
+31
| +10% | +$3.37K | ﹤0.01% | 1145 |
|
|
2017
Q3 | $36K | Buy |
324
+69
| +27% | +$7.58K | ﹤0.01% | 1095 |
|
|
2017
Q2 | $27K | Hold |
255
| – | – | ﹤0.01% | 1155 |
|
|
2017
Q1 | $26K | Hold |
255
| – | – | ﹤0.01% | 1144 |
|
|
2016
Q4 | $21K | Hold |
255
| – | – | ﹤0.01% | 1156 |
|
|
2016
Q3 | $19K | Hold |
255
| – | – | ﹤0.01% | 1142 |
|
|
2016
Q2 | $20K | Hold |
255
| – | – | ﹤0.01% | 1111 |
|
|
2016
Q1 | $22K | Buy |
+255
| New | +$20.5K | ﹤0.01% | 1057 |
|
Other funds holding CHKP
Geneos Wealth Management's CHKP Position: Q2 2026 in Review
Geneos Wealth Management reduced its Check Point Software Technologies (CHKP) stake by 3.7% in Q2 2026, selling an estimated $23.2K and leaving 4,602 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #676.
Geneos Wealth Management first reported a position in CHKP in Q1 2016 and has held it in 37 quarters since. The position peaked at $2.98M in Q1 2025. 636 funds tracked by Wall St. Rank hold CHKP as of Q2 2026.
- Geneos Wealth Management held 4,602 shares of Check Point Software Technologies worth $605K as of Q2 2026.
- Geneos Wealth Management sold 178 Check Point Software Technologies shares in Q2 2026, an estimated $23.2K.
- Check Point Software Technologies made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #676 holding.
- Geneos Wealth Management first reported a position in Check Point Software Technologies in Q1 2016 and has held it in 37 quarters since.
- Geneos Wealth Management's Check Point Software Technologies position peaked at $2.98M in Q1 2025.
- 636 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.