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Geneos Wealth Management’s Coupang CPNG Stock Holding History

Geneos Wealth Management’s Portfolio CPNG Stock Details CPNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.6K Hold
5,100
– – ﹤0.01% 1256
2026
Q1 		$96.3K Hold
5,100
– – ﹤0.01% 1186
2025
Q4 		$120K Buy
5,100
+100
+2% +$2.85K ﹤0.01% 1091
2025
Q3 		$161K Sell
5,000
-672
-12% -$20.3K ﹤0.01% 973
2025
Q2 		$170K Sell
5,672
-29
-0.5% -$743 ﹤0.01% 1056
2025
Q1 		$125K Buy
5,701
+220
+4% +$5.11K ﹤0.01% 1075
2024
Q4 		$120K Sell
5,481
-258
-4% -$6.33K ﹤0.01% 999
2024
Q3 		$141K Sell
5,739
-9,447
-62% -$210K 0.01% 864
2024
Q2 		$318K Sell
15,186
-64
-0.4% -$1.39K 0.01% 593
2024
Q1 		$271K Hold
15,250
– – 0.01% 628
2023
Q4 		$247K Buy
15,250
+10,250
+205% +$169K 0.01% 622
2023
Q3 		$85K Hold
5,000
– – ﹤0.01% 916
2023
Q2 		$87K Hold
5,000
– – ﹤0.01% 912
2023
Q1 		$80K Buy
+5,000
New +$77.5K ﹤0.01% 917
2022
Q3 		– Sell
-5,700
Closed -$85K – 2115
2022
Q2 		$85K Buy
5,700
+4,600
+418% +$62.7K ﹤0.01% 1064
2022
Q1 		$19K Buy
1,100
+880
+400% +$18.8K ﹤0.01% 1819
2021
Q4 		$6K Hold
220
– – ﹤0.01% 2339
2021
Q3 		$5K Sell
220
-400
-65% -$13.8K ﹤0.01% 2438
2021
Q2 		$25K Buy
620
+150
+32% +$6.14K ﹤0.01% 1793
2021
Q1 		$19K Buy
+470
New +$21.7K ﹤0.01% 2104

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

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

Geneos Wealth Management held its Coupang (CPNG) position steady in Q2 2026 at 5,100 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Geneos Wealth Management first reported a position in CPNG in Q1 2021 and has held it in 20 quarters since. The position peaked at $318K in Q2 2024. 589 funds tracked by Wall St. Rank hold CPNG as of Q2 2026.

  • Geneos Wealth Management held 5,100 shares of Coupang worth $88.6K as of Q2 2026.
  • Geneos Wealth Management left its Coupang share count unchanged in Q2 2026.
  • Coupang made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1256 holding.
  • Geneos Wealth Management first reported a position in Coupang in Q1 2021 and has held it in 20 quarters since.
  • Geneos Wealth Management's Coupang position peaked at $318K in Q2 2024.
  • 589 funds tracked by Wall St. Rank held Coupang as of Q2 2026.

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