Geneos Wealth Management
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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
Q3 		$11.9K Sell
210
-2,842
-93% -$194K ﹤0.01% 2324
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% 1755

Other funds holding COO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Geneos Wealth Management's COO Position: Q3 2026 in Review

Geneos Wealth Management reduced its Cooper Companies (COO) stake by 93% in Q3 2026, selling an estimated $194K and leaving 210 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Geneos Wealth Management first reported a position in COO in Q3 2016 and has held it in 22 quarters since. The position peaked at $271K in Q4 2025. 301 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • Geneos Wealth Management held 210 shares of Cooper Companies worth $11.9K as of Q3 2026.
  • Geneos Wealth Management sold 2,842 Cooper Companies shares in Q3 2026, an estimated $194K.
  • Cooper Companies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2324 holding.
  • Geneos Wealth Management first reported a position in Cooper Companies in Q3 2016 and has held it in 22 quarters since.
  • Geneos Wealth Management's Cooper Companies position peaked at $271K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.