Geneos Wealth Management’s Credo Technology Group CRDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Sell	4,548 -4,599	-50%	-$909K	0.03%	489
2026 Q1	$859K	Sell	9,147 -3,753	-29%	-$457K	0.02%	547
2025 Q4	$1.86M	Sell	12,900 -8,513	-40%	-$1.31M	0.05%	366
2025 Q3	$3.12M	Buy	21,413 +13	+0.1%	+$1.59K	0.08%	277
2025 Q2	$1.98M	Sell	21,400 -4,575	-18%	-$267K	0.05%	374
2025 Q1	$1.04M	Buy	25,975 +25,908	+38,669%	+$1.61M	0.03%	452
2024 Q4	$4.5K	Buy	+67	New	+$3.33K	﹤0.01%	2376

Other funds holding CRDO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geneos Wealth Management reduced its Credo Technology Group (CRDO) stake by 50% in Q2 2026, selling an estimated $909K and leaving 4,548 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #489.

Geneos Wealth Management first reported a position in CRDO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.12M in Q3 2025. 984 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

Geneos Wealth Management held 4,548 shares of Credo Technology Group worth $1.24M as of Q2 2026.
Geneos Wealth Management sold 4,599 Credo Technology Group shares in Q2 2026, an estimated $909K.
Credo Technology Group made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #489 holding.
Geneos Wealth Management first reported a position in Credo Technology Group in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Credo Technology Group position peaked at $3.12M in Q3 2025.
984 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

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