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Geneos Wealth Management’s Ecolab ECL Stock Holding History

Geneos Wealth Management’s Portfolio ECL Stock Details ECL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$553K Sell
2,080
-156
-7% -$44K 0.01% 665
2025
Q4 		$587K Sell
2,236
-422
-16% -$112K 0.01% 623
2025
Q3 		$728K Sell
2,658
-521
-16% -$142K 0.02% 563
2025
Q2 		$857K Sell
3,179
-2,667
-46% -$678K 0.02% 571
2025
Q1 		$1.48M Buy
5,846
+3,150
+117% +$794K 0.02% 560
2024
Q4 		$632K Buy
2,696
+431
+19% +$107K 0.02% 527
2024
Q3 		$578K Sell
2,265
-935
-29% -$229K 0.02% 525
2024
Q2 		$762K Buy
3,200
+97
+3% +$22.4K 0.03% 406
2024
Q1 		$717K Buy
3,103
+142
+5% +$30.1K 0.03% 415
2023
Q4 		$587K Sell
2,961
-175
-6% -$31.5K 0.03% 436
2023
Q3 		$531K Buy
3,136
+410
+15% +$74.6K 0.03% 453
2023
Q2 		$509K Buy
2,726
+1,041
+62% +$179K 0.03% 458
2023
Q1 		$279K Sell
1,685
-248
-13% -$38.6K 0.02% 572
2022
Q4 		$281K Sell
1,933
-324
-14% -$47.6K 0.02% 546
2022
Q3 		$325K Buy
2,257
+1,837
+437% +$298K 0.02% 482
2022
Q2 		$66K Hold
420
– – ﹤0.01% 1167
2022
Q1 		$74K Sell
420
-1,299
-76% -$244K ﹤0.01% 1204
2021
Q4 		$403K Buy
1,719
+299
+21% +$67.6K 0.02% 647
2021
Q3 		$303K Buy
1,420
+166
+13% +$36.4K 0.01% 709
2021
Q2 		$264K Sell
1,254
-861
-41% -$187K 0.01% 734
2021
Q1 		$474K Sell
2,115
-63
-3% -$13.4K 0.01% 650
2020
Q4 		$288K Buy
2,178
+929
+74% +$194K 0.01% 704
2020
Q3 		$244K Hold
1,249
– – 0.01% 618
2020
Q2 		$239K Sell
1,249
-49
-4% -$9.49K 0.01% 612
2020
Q1 		$204K Sell
1,298
-7
-0.5% -$1.31K 0.01% 603
2019
Q4 		$250K Buy
1,305
+8
+0.6% +$1.52K 0.01% 609
2019
Q3 		$256K Sell
1,297
-94
-7% -$18.8K 0.02% 574
2019
Q2 		$274K Buy
1,391
+6
+0.4% +$1.12K 0.02% 573
2019
Q1 		$244K Hold
1,385
– – 0.02% 580
2018
Q4 		$199K Buy
1,385
+32
+2% +$4.89K 0.01% 604
2018
Q3 		$212K Hold
1,353
– – 0.01% 620
2018
Q2 		$189K Sell
1,353
-17
-1% -$2.45K 0.01% 580
2018
Q1 		$187K Hold
1,370
– – 0.02% 558
2017
Q4 		$183K Sell
1,370
-71
-5% -$9.45K 0.02% 565
2017
Q3 		$185K Buy
1,441
+71
+5% +$9.34K 0.02% 526
2017
Q2 		$181K Sell
1,370
-17
-1% -$2.2K 0.02% 519
2017
Q1 		$173K Sell
1,387
-43
-3% -$5.26K 0.02% 519
2016
Q4 		$167K Buy
1,430
+17
+1% +$1.99K 0.02% 494
2016
Q3 		$171K Buy
1,413
+43
+3% +$5.19K 0.02% 478
2016
Q2 		$162K Hold
1,370
– – 0.02% 485
2016
Q1 		$154K Buy
+1,370
New +$146K 0.02% 484

Other funds holding ECL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Geneos Wealth Management reduced its Ecolab (ECL) stake by 7% in Q1 2026, selling an estimated $44K and leaving 2,080 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #665.

Geneos Wealth Management first reported a position in ECL in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.48M in Q1 2025. 1,691 funds tracked by Wall St. Rank hold ECL as of Q1 2026.

  • Geneos Wealth Management held 2,080 shares of Ecolab worth $553K as of Q1 2026.
  • Geneos Wealth Management sold 156 Ecolab shares in Q1 2026, an estimated $44K.
  • Ecolab made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #665 holding.
  • Geneos Wealth Management first reported a position in Ecolab in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Ecolab position peaked at $1.48M in Q1 2025.
  • 1,691 funds tracked by Wall St. Rank held Ecolab as of Q1 2026.

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