Geneos Wealth Management’s EchoStar ECHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$69.8K	Buy	781 +17	+2%	+$1.55K	﹤0.01%	1530
2026 Q2	$77.5K	Buy	764 +714	+1,428%	+$87.3K	﹤0.01%	1315
2026 Q1	$5.85K	Buy	+50	New	+$5.74K	﹤0.01%	2129
2025 Q3	–	Sell	-138	Closed	-$3.82K	–	3052
2025 Q2	$3.82K	Buy	+138	New	+$3.03K	﹤0.01%	2644
2022 Q3	–	Sell	-530	Closed	-$10K	–	2488
2022 Q2	$10K	Hold	530	–	–	﹤0.01%	1956
2022 Q1	$12K	Hold	530	–	–	﹤0.01%	2019
2021 Q4	$13K	Hold	530	–	–	﹤0.01%	2076
2021 Q3	$13K	Hold	530	–	–	﹤0.01%	2117
2021 Q2	$12K	Hold	530	–	–	﹤0.01%	2139
2021 Q1	$12K	Sell	530 -10	-2%	-$239	﹤0.01%	2305
2020 Q4	$13K	Buy	+540	New	+$12.9K	﹤0.01%	2121
2018 Q2	–	Sell	-25	Closed	-$1K	–	2317
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	2128
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	2127
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	2075
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	2023
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	2014
2016 Q4	$1K	Buy	+25	New	+$993	﹤0.01%	1989

Other funds holding ECHO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Attestor Capital Grand Cayman, Cayman Islands $572M AUM 19.3% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Geneos Wealth Management's ECHO Position: Q3 2026 in Review

Geneos Wealth Management increased its EchoStar (ECHO) stake by 2.2% in Q3 2026, buying an estimated $1.55K and bringing the position to 781 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Geneos Wealth Management first reported a position in ECHO in Q4 2016 and has held it in 17 quarters since. The position peaked at $77.5K in Q2 2026. 279 funds tracked by Wall St. Rank hold ECHO as of Q3 2026.

Geneos Wealth Management held 781 shares of EchoStar worth $69.8K as of Q3 2026.
Geneos Wealth Management bought 17 EchoStar shares in Q3 2026, an estimated $1.55K.
EchoStar made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1530 holding.
Geneos Wealth Management first reported a position in EchoStar in Q4 2016 and has held it in 17 quarters since.
Geneos Wealth Management's EchoStar position peaked at $77.5K in Q2 2026.
279 funds tracked by Wall St. Rank held EchoStar as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.