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Geneos Wealth Management’s Cisco CSCO Stock Holding History

Geneos Wealth Management’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.34M Sell
43,060
-981
-2% -$76.8K 0.08% 274
2025
Q4 		$3.39M Sell
44,041
-797
-2% -$59.1K 0.08% 263
2025
Q3 		$3.07M Sell
44,838
-7,823
-15% -$533K 0.08% 279
2025
Q2 		$3.65M Sell
52,661
-39,830
-43% -$2.45M 0.09% 275
2025
Q1 		$5.71M Buy
92,491
+61,958
+203% +$3.81M 0.08% 283
2024
Q4 		$1.81M Buy
30,533
+96
+0.3% +$5.48K 0.06% 307
2024
Q3 		$1.62M Buy
30,437
+4,928
+19% +$240K 0.06% 316
2024
Q2 		$1.21M Sell
25,509
-16,864
-40% -$801K 0.05% 327
2024
Q1 		$2.11M Sell
42,373
-1,317
-3% -$65.7K 0.1% 240
2023
Q4 		$2.21M Sell
43,690
-9,048
-17% -$462K 0.11% 216
2023
Q3 		$2.84M Buy
52,738
+7,184
+16% +$388K 0.15% 167
2023
Q2 		$2.36M Buy
45,554
+23,656
+108% +$1.16M 0.12% 184
2023
Q1 		$1.14M Sell
21,898
-7,373
-25% -$360K 0.07% 268
2022
Q4 		$1.39M Buy
29,271
+2,867
+11% +$130K 0.08% 224
2022
Q3 		$1.06M Sell
26,404
-25,744
-49% -$1.14M 0.07% 243
2022
Q2 		$2.22M Sell
52,148
-26,892
-34% -$1.29M 0.11% 197
2022
Q1 		$4.41M Sell
79,040
-4,801
-6% -$272K 0.19% 131
2021
Q4 		$5.31M Sell
83,841
-1,899
-2% -$108K 0.2% 110
2021
Q3 		$4.73M Buy
85,740
+4,530
+6% +$254K 0.18% 135
2021
Q2 		$4.35M Sell
81,210
-13,317
-14% -$701K 0.17% 141
2021
Q1 		$4.81M Buy
94,527
+6,054
+7% +$284K 0.13% 180
2020
Q4 		$3.96M Buy
88,473
+19,207
+28% +$789K 0.16% 149
2020
Q3 		$2.66M Buy
69,266
+2,488
+4% +$108K 0.14% 166
2020
Q2 		$3.09M Buy
66,778
+5,516
+9% +$242K 0.17% 133
2020
Q1 		$2.38M Buy
61,262
+1,471
+2% +$64.5K 0.16% 145
2019
Q4 		$2.86M Buy
59,791
+3,576
+6% +$166K 0.15% 164
2019
Q3 		$2.75M Sell
56,215
-453
-0.8% -$23.5K 0.16% 151
2019
Q2 		$3.1M Sell
56,668
-1,147
-2% -$63.3K 0.19% 130
2019
Q1 		$3.12M Sell
57,815
-4,282
-7% -$208K 0.21% 134
2018
Q4 		$2.65M Sell
62,097
-11,513
-16% -$527K 0.2% 133
2018
Q3 		$3.58M Sell
73,610
-116,449
-61% -$5.24M 0.24% 124
2018
Q2 		$8.18M Buy
190,059
+2,647
+1% +$116K 0.64% 30
2018
Q1 		$8.04M Sell
187,412
-983
-0.5% -$41.7K 0.7% 27
2017
Q4 		$7.22M Sell
188,395
-3,261
-2% -$116K 0.64% 30
2017
Q3 		$6.45M Buy
191,656
+122,791
+178% +$3.91M 0.64% 33
2017
Q2 		$2.15M Buy
68,865
+12,477
+22% +$406K 0.22% 111
2017
Q1 		$1.91M Sell
56,388
-3,046
-5% -$98.8K 0.2% 114
2016
Q4 		$1.8M Buy
59,434
+1,262
+2% +$38.5K 0.24% 100
2016
Q3 		$1.84M Buy
58,172
+1,227
+2% +$37.7K 0.25% 102
2016
Q2 		$1.64M Buy
56,945
+55
+0.1% +$1.54K 0.24% 101
2016
Q1 		$1.63M Buy
+56,890
New +$1.46M 0.25% 100

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Geneos Wealth Management reduced its Cisco (CSCO) stake by 2.2% in Q1 2026, selling an estimated $76.8K and leaving 43,060 shares worth $3.34M. The position accounts for 0.08% of the portfolio, ranked #274.

Geneos Wealth Management first reported a position in CSCO in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.18M in Q2 2018. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Geneos Wealth Management held 43,060 shares of Cisco worth $3.34M as of Q1 2026.
  • Geneos Wealth Management sold 981 Cisco shares in Q1 2026, an estimated $76.8K.
  • Cisco made up 0.08% of Geneos Wealth Management's portfolio in Q1 2026, its #274 holding.
  • Geneos Wealth Management first reported a position in Cisco in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Cisco position peaked at $8.18M in Q2 2018.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

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