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Geneos Wealth Management’s CrowdStrike CRWD Stock Holding History

Geneos Wealth Management’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.1M Sell
110,580
-4,132
-4% -$587K 0.43% 52
2026
Q1 		$11.2M Buy
114,712
+5,740
+5% +$608K 0.26% 85
2025
Q4 		$12.8M Buy
108,972
+2,124
+2% +$270K 0.31% 71
2025
Q3 		$13.1M Buy
106,848
+3,688
+4% +$419K 0.33% 67
2025
Q2 		$13.1M Buy
103,160
+6,924
+7% +$751K 0.32% 74
2025
Q1 		$8.48M Buy
96,236
+23,992
+33% +$2.29M 0.28% 83
2024
Q4 		$6.18M Buy
72,244
+12,956
+22% +$1.08M 0.22% 105
2024
Q3 		$4.16M Buy
59,288
+22,380
+61% +$1.59M 0.16% 153
2024
Q2 		$3.54M Buy
36,908
+19,664
+114% +$1.64M 0.16% 144
2024
Q1 		$1.38M Sell
17,244
-8,024
-32% -$614K 0.06% 303
2023
Q4 		$1.61M Sell
25,268
-552
-2% -$28.9K 0.08% 258
2023
Q3 		$1.08M Sell
25,820
-104
-0.4% -$4.04K 0.06% 303
2023
Q2 		$952K Sell
25,924
-552
-2% -$19.2K 0.05% 321
2023
Q1 		$909K Buy
26,476
+3,824
+17% +$111K 0.06% 308
2022
Q4 		$596K Sell
22,652
-1,360
-6% -$46.5K 0.04% 385
2022
Q3 		$989K Sell
24,012
-3,300
-12% -$151K 0.07% 255
2022
Q2 		$1.22M Sell
27,312
-6,380
-19% -$289K 0.06% 279
2022
Q1 		$1.91M Buy
33,692
+4,516
+15% +$210K 0.08% 230
2021
Q4 		$1.49M Buy
29,176
+3,904
+15% +$238K 0.06% 302
2021
Q3 		$1.57M Buy
25,272
+8,508
+51% +$549K 0.06% 286
2021
Q2 		$1.06M Sell
16,764
-216
-1% -$11.6K 0.04% 349
2021
Q1 		$885K Buy
16,980
+6,104
+56% +$323K 0.02% 455
2020
Q4 		$410K Buy
10,876
+5,948
+121% +$232K 0.02% 592
2020
Q3 		$168K Buy
4,928
+3,368
+216% +$98.1K 0.01% 741
2020
Q2 		$38K Buy
+1,560
New +$31.3K ﹤0.01% 1339

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geneos Wealth Management reduced its CrowdStrike (CRWD) stake by 3.6% in Q2 2026, selling an estimated $587K and leaving 110,580 shares worth $21.1M. The position accounts for 0.43% of the portfolio, ranked #52.

Geneos Wealth Management first reported a position in CRWD in Q2 2020 and has held it in 25 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Geneos Wealth Management held 110,580 shares of CrowdStrike worth $21.1M as of Q2 2026.
  • Geneos Wealth Management sold 4,132 CrowdStrike shares in Q2 2026, an estimated $587K.
  • CrowdStrike made up 0.43% of Geneos Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Geneos Wealth Management first reported a position in CrowdStrike in Q2 2020 and has held it in 25 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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