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 Q2	$19.8K	Hold	300	–	–	﹤0.01%	1804
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	Hold	300	–	–	﹤0.01%	2293
2025 Q1	$9.2K	Hold	300	–	–	﹤0.01%	2291
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Geneos Wealth Management's COCO Position: Q2 2026 in Review

Geneos Wealth Management held its Vita Coco (COCO) position steady in Q2 2026 at 300 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Geneos Wealth Management first reported a position in COCO in Q3 2023 and has held it in 12 quarters since. 341 funds tracked by Wall St. Rank hold COCO as of Q2 2026.

Geneos Wealth Management held 300 shares of Vita Coco worth $19.8K as of Q2 2026.
Geneos Wealth Management left its Vita Coco share count unchanged in Q2 2026.
Vita Coco made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1804 holding.
Geneos Wealth Management first reported a position in Vita Coco in Q3 2023 and has held it in 12 quarters since.
341 funds tracked by Wall St. Rank held Vita Coco as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.