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Geneos Wealth Management’s Colgate-Palmolive CL Stock Holding History

Geneos Wealth Management’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$277K Sell
3,248
-78
-2% -$6.95K 0.01% 863
2025
Q4 		$263K Sell
3,326
-71
-2% -$5.57K 0.01% 843
2025
Q3 		$272K Sell
3,397
-2,594
-43% -$221K 0.01% 815
2025
Q2 		$545K Sell
5,991
-7,204
-55% -$658K 0.01% 682
2025
Q1 		$1.24M Buy
13,195
+8,967
+212% +$803K 0.02% 611
2024
Q4 		$384K Sell
4,228
-144
-3% -$13.7K 0.01% 648
2024
Q3 		$454K Buy
4,372
+979
+29% +$99.8K 0.02% 581
2024
Q2 		$329K Sell
3,393
-16
-0.5% -$1.48K 0.01% 588
2024
Q1 		$307K Sell
3,409
-2,085
-38% -$177K 0.01% 594
2023
Q4 		$438K Sell
5,494
-373
-6% -$28K 0.02% 517
2023
Q3 		$417K Sell
5,867
-1,340
-19% -$100K 0.02% 503
2023
Q2 		$555K Sell
7,207
-3,556
-33% -$275K 0.03% 439
2023
Q1 		$809K Sell
10,763
-2,097
-16% -$156K 0.05% 339
2022
Q4 		$1.01M Buy
12,860
+1,494
+13% +$112K 0.06% 268
2022
Q3 		$798K Sell
11,366
-2,662
-19% -$209K 0.06% 297
2022
Q2 		$1.15M Buy
14,028
+679
+5% +$53.1K 0.06% 289
2022
Q1 		$1.01M Sell
13,349
-410
-3% -$32.5K 0.04% 350
2021
Q4 		$1.17M Sell
13,759
-1,008
-7% -$78.7K 0.04% 355
2021
Q3 		$1.11M Sell
14,767
-924
-6% -$73.4K 0.04% 354
2021
Q2 		$1.28M Sell
15,691
-298
-2% -$24.4K 0.05% 302
2021
Q1 		$1.29M Sell
15,989
-284
-2% -$22.3K 0.04% 360
2020
Q4 		$1.25M Buy
16,273
+1,967
+14% +$163K 0.05% 302
2020
Q3 		$1.09M Buy
14,306
+661
+5% +$50.4K 0.06% 278
2020
Q2 		$975K Sell
13,645
-3,079
-18% -$219K 0.05% 289
2020
Q1 		$1.09M Buy
16,724
+3,248
+24% +$229K 0.07% 239
2019
Q4 		$932K Sell
13,476
-590
-4% -$40.2K 0.05% 312
2019
Q3 		$995K Sell
14,066
-6,040
-30% -$438K 0.06% 271
2019
Q2 		$1.44M Sell
20,106
-346
-2% -$24.6K 0.09% 217
2019
Q1 		$1.4M Buy
20,452
+440
+2% +$28.4K 0.09% 218
2018
Q4 		$1.19M Sell
20,012
-815
-4% -$51K 0.09% 222
2018
Q3 		$1.39M Sell
20,827
-794
-4% -$52.9K 0.09% 219
2018
Q2 		$1.4M Sell
21,621
-296
-1% -$19.4K 0.11% 182
2018
Q1 		$1.57M Sell
21,917
-1,253
-5% -$90.2K 0.14% 151
2017
Q4 		$1.75M Buy
23,170
+8,333
+56% +$608K 0.16% 145
2017
Q3 		$1.08M Sell
14,837
-849
-5% -$61.2K 0.11% 182
2017
Q2 		$1.16M Buy
15,686
+550
+4% +$40.8K 0.12% 166
2017
Q1 		$1.11M Buy
15,136
+984
+7% +$68.9K 0.12% 163
2016
Q4 		$926K Sell
14,152
-632
-4% -$43.3K 0.12% 169
2016
Q3 		$1.1M Sell
14,784
-627
-4% -$46.4K 0.15% 151
2016
Q2 		$1.12M Sell
15,411
-74
-0.5% -$5.27K 0.16% 140
2016
Q1 		$1.1M Buy
+15,485
New +$1.03M 0.17% 137

Other funds holding CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geneos Wealth Management's CL Position: Q1 2026 in Review

Geneos Wealth Management reduced its Colgate-Palmolive (CL) stake by 2.3% in Q1 2026, selling an estimated $6.95K and leaving 3,248 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #863.

Geneos Wealth Management first reported a position in CL in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.75M in Q4 2017. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Geneos Wealth Management held 3,248 shares of Colgate-Palmolive worth $277K as of Q1 2026.
  • Geneos Wealth Management sold 78 Colgate-Palmolive shares in Q1 2026, an estimated $6.95K.
  • Colgate-Palmolive made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #863 holding.
  • Geneos Wealth Management first reported a position in Colgate-Palmolive in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Colgate-Palmolive position peaked at $1.75M in Q4 2017.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.