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Geneos Wealth Management’s Clorox CLX Stock Holding History

Geneos Wealth Management’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145K Buy
1,402
+119
+9% +$13.5K ﹤0.01% 1065
2025
Q4 		$129K Buy
1,283
+1
+0.1% +$109 ﹤0.01% 1068
2025
Q3 		$158K Sell
1,282
-389
-23% -$48.3K ﹤0.01% 979
2025
Q2 		$201K Sell
1,671
-4,264
-72% -$569K ﹤0.01% 998
2025
Q1 		$874K Buy
5,935
+4,377
+281% +$668K 0.01% 707
2024
Q4 		$253K Sell
1,558
-141
-8% -$23.1K 0.01% 765
2024
Q3 		$277K Buy
1,699
+72
+4% +$10.7K 0.01% 683
2024
Q2 		$222K Buy
1,627
+31
+2% +$4.3K 0.01% 680
2024
Q1 		$244K Sell
1,596
-159
-9% -$23.7K 0.01% 652
2023
Q4 		$250K Sell
1,755
-821
-32% -$109K 0.01% 615
2023
Q3 		$338K Buy
2,576
+107
+4% +$16.3K 0.02% 549
2023
Q2 		$393K Buy
2,469
+186
+8% +$30K 0.02% 507
2023
Q1 		$361K Sell
2,283
-151
-6% -$22.6K 0.02% 507
2022
Q4 		$342K Sell
2,434
-22
-0.9% -$3.12K 0.02% 491
2022
Q3 		$315K Sell
2,456
-4,695
-66% -$677K 0.02% 490
2022
Q2 		$1.03M Buy
7,151
+100
+1% +$14.3K 0.05% 316
2022
Q1 		$980K Buy
7,051
+337
+5% +$51.6K 0.04% 362
2021
Q4 		$1.17M Sell
6,714
-116
-2% -$19.3K 0.04% 356
2021
Q3 		$1.12M Buy
6,830
+76
+1% +$13.1K 0.04% 346
2021
Q2 		$1.21M Sell
6,754
-238
-3% -$43.4K 0.05% 315
2021
Q1 		$1.28M Buy
6,992
+67
+1% +$12.9K 0.04% 367
2020
Q4 		$1.26M Sell
6,925
-236
-3% -$48.8K 0.05% 299
2020
Q3 		$1.51M Sell
7,161
-1,379
-16% -$307K 0.08% 239
2020
Q2 		$1.84M Buy
8,540
+31
+0.4% +$6.19K 0.1% 199
2020
Q1 		$1.48M Buy
8,509
+1,041
+14% +$172K 0.1% 199
2019
Q4 		$1.15M Hold
7,468
– – 0.06% 275
2019
Q3 		$1.14M Hold
7,468
– – 0.07% 250
2019
Q2 		$1.14M Sell
7,468
-1
-0% -$153 0.07% 249
2019
Q1 		$1.2M Sell
7,469
-213
-3% -$33K 0.08% 246
2018
Q4 		$1.18M Sell
7,682
-124
-2% -$19.3K 0.09% 227
2018
Q3 		$1.17M Buy
7,806
+88
+1% +$12.5K 0.08% 238
2018
Q2 		$1.04M Buy
7,718
+58
+0.8% +$7.16K 0.08% 218
2018
Q1 		$1.02M Sell
7,660
-92
-1% -$12.4K 0.09% 206
2017
Q4 		$1.15M Buy
7,752
+10
+0.1% +$1.36K 0.1% 187
2017
Q3 		$1.02M Sell
7,742
-111
-1% -$14.9K 0.1% 194
2017
Q2 		$1.05M Buy
7,853
+9
+0.1% +$1.21K 0.11% 182
2017
Q1 		$1.06M Buy
7,844
+1,108
+16% +$144K 0.11% 170
2016
Q4 		$808K Sell
6,736
-258
-4% -$30.4K 0.11% 185
2016
Q3 		$875K Buy
6,994
+152
+2% +$19.9K 0.12% 174
2016
Q2 		$938K Buy
6,842
+68
+1% +$8.82K 0.14% 157
2016
Q1 		$862K Buy
+6,774
New +$861K 0.13% 163

Other funds holding CLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Geneos Wealth Management increased its Clorox (CLX) stake by 9.3% in Q1 2026, buying an estimated $13.5K and bringing the position to 1,402 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Geneos Wealth Management first reported a position in CLX in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.84M in Q2 2020. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Geneos Wealth Management held 1,402 shares of Clorox worth $145K as of Q1 2026.
  • Geneos Wealth Management bought 119 Clorox shares in Q1 2026, an estimated $13.5K.
  • Clorox made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1065 holding.
  • Geneos Wealth Management first reported a position in Clorox in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Clorox position peaked at $1.84M in Q2 2020.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

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