Geneos Wealth Management’s Elbit Systems ESLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2K	Hold	20	–	–	﹤0.01%	1891
2026 Q1	$17K	Hold	20	–	–	﹤0.01%	1831
2025 Q4	$11.6K	Buy	+20	New	+$10K	﹤0.01%	1921
2025 Q3	–	Sell	-7	Closed	-$3.15K	–	2710
2025 Q2	$3.15K	Hold	7	–	–	﹤0.01%	2708
2025 Q1	$2.69K	Buy	+7	New	+$2.27K	﹤0.01%	2687
2022 Q2	–	Sell	-11	Closed	-$2K	–	2648
2022 Q1	$2K	Buy	+11	New	+$2.08K	﹤0.01%	2537
2021 Q2	–	Sell	-992	Closed	-$135K	–	2926
2021 Q1	$135K	Buy	+992	New	+$136K	﹤0.01%	1157
2017 Q3	–	Sell	-27	Closed	-$3K	–	2122
2017 Q2	$3K	Hold	27	–	–	﹤0.01%	1843
2017 Q1	$3K	Hold	27	–	–	﹤0.01%	1803
2016 Q4	$2K	Hold	27	–	–	﹤0.01%	1843
2016 Q3	$2K	Buy	27 +1	+4%	+$97	﹤0.01%	1767
2016 Q2	$2K	Hold	26	–	–	﹤0.01%	1671
2016 Q1	$2K	Buy	+26	New	+$2.23K	﹤0.01%	1653

Other funds holding ESLT

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Geneos Wealth Management held its Elbit Systems (ESLT) position steady in Q2 2026 at 20 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Geneos Wealth Management first reported a position in ESLT in Q1 2016 and has held it in 13 quarters since. The position peaked at $135K in Q1 2021. 388 funds tracked by Wall St. Rank hold ESLT as of Q2 2026.

Geneos Wealth Management held 20 shares of Elbit Systems worth $15.2K as of Q2 2026.
Geneos Wealth Management left its Elbit Systems share count unchanged in Q2 2026.
Elbit Systems made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1891 holding.
Geneos Wealth Management first reported a position in Elbit Systems in Q1 2016 and has held it in 13 quarters since.
Geneos Wealth Management's Elbit Systems position peaked at $135K in Q1 2021.
388 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2026.

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