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Geneos Wealth Management’s Cooper Companies COO Stock Holding History

Geneos Wealth Management’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Sell
3,052
-12
-0.4% -$784 ﹤0.01% 957
2026
Q1 		$219K Sell
3,064
-244
-7% -$19.3K 0.01% 934
2025
Q4 		$271K Buy
3,308
+3,243
+4,989% +$243K 0.01% 827
2025
Q3 		$4.46K Sell
65
-109
-63% -$7.72K ﹤0.01% 2165
2025
Q2 		$12.4K Sell
174
-35
-17% -$2.68K ﹤0.01% 2236
2025
Q1 		$17.6K Buy
209
+74
+55% +$6.63K ﹤0.01% 2007
2024
Q4 		$12.4K Sell
135
-11
-8% -$1.12K ﹤0.01% 1963
2024
Q3 		$16.1K Buy
+146
New +$14.2K ﹤0.01% 1641
2021
Q2 		– Sell
-1,708
Closed -$175K – 2895
2021
Q1 		$175K Buy
+1,708
New +$162K ﹤0.01% 1027
2019
Q3 		– Sell
-2,644
Closed -$226K – 2494
2019
Q2 		$226K Buy
2,644
+248
+10% +$18.6K 0.01% 624
2019
Q1 		$177K Buy
2,396
+112
+5% +$7.82K 0.01% 683
2018
Q4 		$142K Buy
2,284
+928
+68% +$60.1K 0.01% 718
2018
Q3 		$93K Buy
1,356
+316
+30% +$20.3K 0.01% 913
2018
Q2 		$61K Buy
1,040
+56
+6% +$3.2K ﹤0.01% 960
2018
Q1 		$56K Buy
984
+244
+33% +$14.2K ﹤0.01% 955
2017
Q4 		$40K Buy
740
+136
+23% +$7.95K ﹤0.01% 1101
2017
Q3 		$35K Buy
604
+400
+196% +$24.4K ﹤0.01% 1105
2017
Q2 		$12K Buy
204
+144
+240% +$7.82K ﹤0.01% 1460
2017
Q1 		$2K Hold
60
– – ﹤0.01% 1864
2016
Q4 		$2K Hold
60
– – ﹤0.01% 1831
2016
Q3 		$2K Buy
+60
New +$2.73K ﹤0.01% 1754

Other funds holding COO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Geneos Wealth Management reduced its Cooper Companies (COO) stake by 0.39% in Q2 2026, selling an estimated $784 and leaving 3,052 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Geneos Wealth Management first reported a position in COO in Q3 2016 and has held it in 21 quarters since. The position peaked at $271K in Q4 2025. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Geneos Wealth Management held 3,052 shares of Cooper Companies worth $219K as of Q2 2026.
  • Geneos Wealth Management sold 12 Cooper Companies shares in Q2 2026, an estimated $784.
  • Cooper Companies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #957 holding.
  • Geneos Wealth Management first reported a position in Cooper Companies in Q3 2016 and has held it in 21 quarters since.
  • Geneos Wealth Management's Cooper Companies position peaked at $271K in Q4 2025.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

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