Geneos Wealth Management’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $65.9K | Hold |
350
| – | – | ﹤0.01% | 1368 |
|
|
2026
Q1 | $58.1K | Hold |
350
| – | – | ﹤0.01% | 1365 |
|
|
2025
Q4 | $56.3K | Hold |
350
| – | – | ﹤0.01% | 1351 |
|
|
2025
Q3 | $46.3K | Sell |
350
-79
| -18% | -$9.27K | ﹤0.01% | 1417 |
|
|
2025
Q2 | $41.2K | Hold |
429
| – | – | ﹤0.01% | 1685 |
|
|
2025
Q1 | $43.9K | Buy |
429
+33
| +8% | +$3.33K | ﹤0.01% | 1555 |
|
|
2024
Q4 | $40.9K | Hold |
396
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q3 | $43.7K | Buy |
396
+46
| +13% | +$4.47K | ﹤0.01% | 1249 |
|
|
2024
Q2 | $30.8K | Sell |
350
-12
| -3% | -$958 | ﹤0.01% | 1229 |
|
|
2024
Q1 | $27.6K | Buy |
362
+12
| +3% | +$938 | ﹤0.01% | 1264 |
|
|
2023
Q4 | $30.2K | Hold |
350
| – | – | ﹤0.01% | 1226 |
|
|
2023
Q3 | $30.1K | Sell |
350
-250
| -42% | -$23.3K | ﹤0.01% | 1233 |
|
|
2023
Q2 | $56.6K | Buy |
600
+250
| +71% | +$24.2K | ﹤0.01% | 1045 |
|
|
2023
Q1 | $34.8K | Hold |
350
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q4 | $32K | Hold |
350
| – | – | ﹤0.01% | 1201 |
|
|
2022
Q3 | $33K | Hold |
350
| – | – | ﹤0.01% | 1165 |
|
|
2022
Q2 | $35K | Hold |
350
| – | – | ﹤0.01% | 1431 |
|
|
2022
Q1 | $37K | Hold |
350
| – | – | ﹤0.01% | 1504 |
|
|
2021
Q4 | $37K | Hold |
350
| – | – | ﹤0.01% | 1616 |
|
|
2021
Q3 | $30K | Hold |
350
| – | – | ﹤0.01% | 1717 |
|
|
2021
Q2 | $32K | Sell |
350
-305
| -47% | -$29.7K | ﹤0.01% | 1678 |
|
|
2021
Q1 | $63K | Buy |
655
+8
| +1% | +$747 | ﹤0.01% | 1509 |
|
|
2020
Q4 | $34K | Buy |
647
+197
| +44% | +$18.8K | ﹤0.01% | 1640 |
|
|
2020
Q3 | $46K | Hold |
450
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q2 | $34K | Hold |
450
| – | – | ﹤0.01% | 1389 |
|
|
2020
Q1 | $28K | Hold |
450
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q4 | $35K | Buy |
450
+100
| +29% | +$7.96K | ﹤0.01% | 1433 |
|
|
2019
Q3 | $29K | Hold |
350
| – | – | ﹤0.01% | 1436 |
|
|
2019
Q2 | $29K | Sell |
350
-9
| -3% | -$757 | ﹤0.01% | 1448 |
|
|
2019
Q1 | $31K | Sell |
359
-15
| -4% | -$1.32K | ﹤0.01% | 1370 |
|
|
2018
Q4 | $31K | Sell |
374
-100
| -21% | -$8.95K | ﹤0.01% | 1312 |
|
|
2018
Q3 | $46K | Buy |
474
+124
| +35% | +$11.6K | ﹤0.01% | 1203 |
|
|
2018
Q2 | $29K | Hold |
350
| – | – | ﹤0.01% | 1293 |
|
|
2018
Q1 | $32K | Hold |
350
| – | – | ﹤0.01% | 1196 |
|
|
2017
Q4 | $31K | Hold |
350
| – | – | ﹤0.01% | 1212 |
|
|
2017
Q3 | $26K | Sell |
350
-33
| -9% | -$2.29K | ﹤0.01% | 1217 |
|
|
2017
Q2 | $26K | Buy |
383
+33
| +9% | +$2.34K | ﹤0.01% | 1170 |
|
|
2017
Q1 | $27K | Hold |
350
| – | – | ﹤0.01% | 1126 |
|
|
2016
Q4 | $25K | Hold |
350
| – | – | ﹤0.01% | 1091 |
|
|
2016
Q3 | $24K | Sell |
350
-100
| -22% | -$7.01K | ﹤0.01% | 1060 |
|
|
2016
Q2 | $33K | Hold |
450
| – | – | ﹤0.01% | 943 |
|
|
2016
Q1 | $33K | Buy |
+450
| New | +$30.9K | 0.01% | 928 |
|
Other funds holding CHRW
Geneos Wealth Management's CHRW Position: Q2 2026 in Review
Geneos Wealth Management held its C.H. Robinson (CHRW) position steady in Q2 2026 at 350 shares worth $65.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.
Geneos Wealth Management first reported a position in CHRW in Q1 2016 and has held it in 42 quarters since. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.
- Geneos Wealth Management held 350 shares of C.H. Robinson worth $65.9K as of Q2 2026.
- Geneos Wealth Management left its C.H. Robinson share count unchanged in Q2 2026.
- C.H. Robinson made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1368 holding.
- Geneos Wealth Management first reported a position in C.H. Robinson in Q1 2016 and has held it in 42 quarters since.
- 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.