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Geneos Wealth Management’s Quest Diagnostics DGX Stock Holding History

Geneos Wealth Management’s Portfolio DGX Stock Details DGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$159K Buy
810
+231
+40% +$44.9K ﹤0.01% 1035
2025
Q4 		$101K Hold
579
– – ﹤0.01% 1152
2025
Q3 		$110K Sell
579
-555
-49% -$98.5K ﹤0.01% 1087
2025
Q2 		$204K Sell
1,134
-912
-45% -$158K 0.01% 985
2025
Q1 		$346K Buy
2,046
+1,431
+233% +$235K 0.01% 1040
2024
Q4 		$92.8K Buy
615
+5
+0.8% +$778 ﹤0.01% 1094
2024
Q3 		$94.7K Buy
610
+61
+11% +$9.11K ﹤0.01% 983
2024
Q2 		$75.1K Hold
549
– – ﹤0.01% 947
2024
Q1 		$73.1K Sell
549
-10
-2% -$1.3K ﹤0.01% 947
2023
Q4 		$77.1K Buy
559
+11
+2% +$1.45K ﹤0.01% 918
2023
Q3 		$66.8K Buy
548
+37
+7% +$4.93K ﹤0.01% 989
2023
Q2 		$71.8K Hold
511
– – ﹤0.01% 971
2023
Q1 		$72.3K Hold
511
– – ﹤0.01% 949
2022
Q4 		$79.9K Hold
511
– – ﹤0.01% 890
2022
Q3 		$62K Sell
511
-1,005
-66% -$132K ﹤0.01% 952
2022
Q2 		$207K Sell
1,516
-259
-15% -$35.3K 0.01% 733
2022
Q1 		$242K Buy
1,775
+5
+0.3% +$697 0.01% 731
2021
Q4 		$306K Sell
1,770
-41
-2% -$6.24K 0.01% 726
2021
Q3 		$259K Buy
1,811
+3
+0.2% +$439 0.01% 757
2021
Q2 		$241K Sell
1,808
-268
-13% -$35.1K 0.01% 774
2021
Q1 		$273K Buy
2,076
+4
+0.2% +$493 0.01% 842
2020
Q4 		$233K Sell
2,072
-36
-2% -$4.39K 0.01% 777
2020
Q3 		$235K Hold
2,108
– – 0.01% 634
2020
Q2 		$232K Buy
2,108
+78
+4% +$8.27K 0.01% 624
2020
Q1 		$168K Hold
2,030
– – 0.01% 667
2019
Q4 		$216K Hold
2,030
– – 0.01% 677
2019
Q3 		$214K Buy
2,030
+100
+5% +$10.3K 0.01% 636
2019
Q2 		$196K Buy
1,930
+100
+5% +$9.61K 0.01% 672
2019
Q1 		$164K Hold
1,830
– – 0.01% 712
2018
Q4 		$150K Buy
1,830
+63
+4% +$5.91K 0.01% 689
2018
Q3 		$190K Buy
1,767
+349
+25% +$38.3K 0.01% 660
2018
Q2 		$155K Hold
1,418
– – 0.01% 632
2018
Q1 		$142K Buy
1,418
+110
+8% +$11.3K 0.01% 635
2017
Q4 		$128K Buy
1,308
+150
+13% +$14.2K 0.01% 668
2017
Q3 		$108K Buy
1,158
+174
+18% +$18.5K 0.01% 676
2017
Q2 		$109K Buy
984
+421
+75% +$44.5K 0.01% 655
2017
Q1 		$55K Buy
563
+77
+16% +$7.34K 0.01% 848
2016
Q4 		$44K Sell
486
-60
-11% -$5.17K 0.01% 885
2016
Q3 		$46K Sell
546
-92
-14% -$7.73K 0.01% 842
2016
Q2 		$51K Hold
638
– – 0.01% 804
2016
Q1 		$46K Buy
+638
New +$42.8K 0.01% 816

Other funds holding DGX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Geneos Wealth Management increased its Quest Diagnostics (DGX) stake by 40% in Q1 2026, buying an estimated $44.9K and bringing the position to 810 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Geneos Wealth Management first reported a position in DGX in Q1 2016 and has held it in 41 quarters since. The position peaked at $346K in Q1 2025. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Geneos Wealth Management held 810 shares of Quest Diagnostics worth $159K as of Q1 2026.
  • Geneos Wealth Management bought 231 Quest Diagnostics shares in Q1 2026, an estimated $44.9K.
  • Quest Diagnostics made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1035 holding.
  • Geneos Wealth Management first reported a position in Quest Diagnostics in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Quest Diagnostics position peaked at $346K in Q1 2025.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

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