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 Q3	$19.1K	Buy	28 +8	+40%	+$6.08K	﹤0.01%	2126
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%	1768
2016 Q2	$2K	Hold	26	–	–	﹤0.01%	1671
2016 Q1	$2K	Buy	+26	New	+$2.23K	﹤0.01%	1653

Other funds holding ESLT

Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

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

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

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

Geneos Wealth Management increased its Elbit Systems (ESLT) stake by 40% in Q3 2026, buying an estimated $6.08K and bringing the position to 28 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Geneos Wealth Management first reported a position in ESLT in Q1 2016 and has held it in 14 quarters since. The position peaked at $135K in Q1 2021. 210 funds tracked by Wall St. Rank hold ESLT as of Q3 2026.

Geneos Wealth Management held 28 shares of Elbit Systems worth $19.1K as of Q3 2026.
Geneos Wealth Management bought 8 Elbit Systems shares in Q3 2026, an estimated $6.08K.
Elbit Systems made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2126 holding.
Geneos Wealth Management first reported a position in Elbit Systems in Q1 2016 and has held it in 14 quarters since.
Geneos Wealth Management's Elbit Systems position peaked at $135K in Q1 2021.
210 funds tracked by Wall St. Rank held Elbit Systems as of Q3 2026.

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