Geneos Wealth Management’s Copart CPRT Stock Holding History

Geneos Wealth Management’s Portfolio CPRT Stock Details CPRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8K	Hold	64	–	–	﹤0.01%	2344
2026 Q1	$2.13K	Hold	64	–	–	﹤0.01%	2310
2025 Q4	$2.51K	Sell	64 -7	-10%	-$290	﹤0.01%	2284
2025 Q3	$3.19K	Sell	71 -1,313	-95%	-$61.9K	﹤0.01%	2236
2025 Q2	$67.9K	Buy	1,384 +195	+16%	+$10.9K	﹤0.01%	1421
2025 Q1	$131K	Buy	1,189 +949	+395%	+$53.4K	﹤0.01%	1421
2024 Q4	$13.8K	Hold	240	–	–	﹤0.01%	1905
2024 Q3	$12.6K	Buy	240 +176	+275%	+$9.14K	﹤0.01%	1746
2024 Q2	$3.47K	Hold	64	–	–	﹤0.01%	1792
2024 Q1	$3.71K	Hold	64	–	–	﹤0.01%	1777
2023 Q4	$3.14K	Buy	64 +28	+78%	+$1.32K	﹤0.01%	1835
2023 Q3	$1.55K	Hold	36	–	–	﹤0.01%	1975
2023 Q2	$1.64K	Hold	36	–	–	﹤0.01%	1959
2023 Q1	$1.35K	Hold	36	–	–	﹤0.01%	1959
2022 Q4	$1.1K	Hold	36	–	–	﹤0.01%	1952
2022 Q3	$0	Hold	36	–	–	﹤0.01%	2116
2022 Q2	$0	Sell	36 -16	-31%	-$455	﹤0.01%	2618
2022 Q1	$1K	Buy	52 +16	+44%	+$508	﹤0.01%	2624
2021 Q4	$1K	Hold	36	–	–	﹤0.01%	2652
2021 Q3	$1K	Hold	36	–	–	﹤0.01%	2719
2021 Q2	$1K	Sell	36 -4,724	-99%	-$146K	﹤0.01%	2735
2021 Q1	$148K	Buy	+4,760	New	+$134K	﹤0.01%	1106
2020 Q3	–	Sell	-1,636	Closed	-$32K	–	2643
2020 Q2	$32K	Hold	1,636	–	–	﹤0.01%	1413
2020 Q1	$28K	Hold	1,636	–	–	﹤0.01%	1371
2019 Q4	$37K	Buy	+1,636	New	+$34.9K	﹤0.01%	1407

Other funds holding CPRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Geneos Wealth Management held its Copart (CPRT) position steady in Q2 2026 at 64 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Geneos Wealth Management first reported a position in CPRT in Q4 2019 and has held it in 25 quarters since. The position peaked at $148K in Q1 2021. 1,058 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

Geneos Wealth Management held 64 shares of Copart worth $1.8K as of Q2 2026.
Geneos Wealth Management left its Copart share count unchanged in Q2 2026.
Copart made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2344 holding.
Geneos Wealth Management first reported a position in Copart in Q4 2019 and has held it in 25 quarters since.
Geneos Wealth Management's Copart position peaked at $148K in Q1 2021.
1,058 funds tracked by Wall St. Rank held Copart as of Q2 2026.

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