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 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 -30,588	-59%	-$1.78M	0.05%	374
2025 Q1	$2.09M	Buy	51,988 +51,921	+77,494%	+$3.23M	0.03%	479
2024 Q4	$4.5K	Buy	+67	New	+$3.33K	﹤0.01%	2376

Other funds holding CRDO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Geneos Wealth Management's CRDO Position: Q1 2026 in Review

Geneos Wealth Management reduced its Credo Technology Group (CRDO) stake by 29% in Q1 2026, selling an estimated $457K and leaving 9,147 shares worth $859K. The position accounts for 0.02% of the portfolio, ranked #547.

Geneos Wealth Management first reported a position in CRDO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.12M in Q3 2025. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

Geneos Wealth Management held 9,147 shares of Credo Technology Group worth $859K as of Q1 2026.
Geneos Wealth Management sold 3,753 Credo Technology Group shares in Q1 2026, an estimated $457K.
Credo Technology Group made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #547 holding.
Geneos Wealth Management first reported a position in Credo Technology Group in Q4 2024 and has held it in 6 quarters since.
Geneos Wealth Management's Credo Technology Group position peaked at $3.12M in Q3 2025.
709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.