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Geneos Wealth Management’s Vita Coco COCO Stock Holding History

Geneos Wealth Management’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.4K Hold
300
– – ﹤0.01% 1889
2025
Q4 		$15.9K Hold
300
– – ﹤0.01% 1816
2025
Q3 		$12.7K Hold
300
– – ﹤0.01% 1882
2025
Q2 		$10.8K Sell
300
-300
-50% -$10K ﹤0.01% 2293
2025
Q1 		$18.4K Buy
600
+300
+100% +$10.7K ﹤0.01% 2355
2024
Q4 		$11.1K Hold
300
– – ﹤0.01% 2010
2024
Q3 		$8.49K Hold
300
– – ﹤0.01% 1894
2024
Q2 		$8.36K Hold
300
– – ﹤0.01% 1593
2024
Q1 		$7.33K Hold
300
– – ﹤0.01% 1617
2023
Q4 		$7.7K Hold
300
– – ﹤0.01% 1612
2023
Q3 		$7.81K Buy
+300
New +$8.01K ﹤0.01% 1634

Other funds holding COCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Geneos Wealth Management held its Vita Coco (COCO) position steady in Q1 2026 at 300 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Geneos Wealth Management first reported a position in COCO in Q3 2023 and has held it in 11 quarters since. The position peaked at $18.4K in Q1 2025. 268 funds tracked by Wall St. Rank hold COCO as of Q1 2026.

  • Geneos Wealth Management held 300 shares of Vita Coco worth $14.4K as of Q1 2026.
  • Geneos Wealth Management left its Vita Coco share count unchanged in Q1 2026.
  • Vita Coco made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1889 holding.
  • Geneos Wealth Management first reported a position in Vita Coco in Q3 2023 and has held it in 11 quarters since.
  • Geneos Wealth Management's Vita Coco position peaked at $18.4K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Vita Coco as of Q1 2026.

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