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Geneos Wealth Management’s Edwards Lifesciences EW Stock Holding History

Geneos Wealth Management’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$684K Buy
8,545
+254
+3% +$20.9K 0.02% 604
2025
Q4 		$707K Buy
8,291
+198
+2% +$16.2K 0.02% 580
2025
Q3 		$629K Buy
8,093
+154
+2% +$12K 0.02% 591
2025
Q2 		$621K Sell
7,939
-8,153
-51% -$608K 0.02% 647
2025
Q1 		$1.17M Buy
16,092
+9,132
+131% +$654K 0.02% 624
2024
Q4 		$515K Sell
6,960
-166
-2% -$11.6K 0.02% 579
2024
Q3 		$470K Buy
7,126
+119
+2% +$8.65K 0.02% 577
2024
Q2 		$647K Sell
7,007
-199
-3% -$17.6K 0.03% 439
2024
Q1 		$689K Sell
7,206
-139
-2% -$11.7K 0.03% 422
2023
Q4 		$560K Buy
7,345
+100
+1% +$6.96K 0.03% 460
2023
Q3 		$502K Buy
7,245
+170
+2% +$13.7K 0.03% 466
2023
Q2 		$667K Sell
7,075
-379
-5% -$32.9K 0.04% 400
2023
Q1 		$617K Buy
7,454
+312
+4% +$24.5K 0.04% 402
2022
Q4 		$533K Buy
7,142
+78
+1% +$6.01K 0.03% 409
2022
Q3 		$583K Sell
7,064
-1,499
-18% -$144K 0.04% 362
2022
Q2 		$833K Sell
8,563
-325
-4% -$33.6K 0.04% 369
2022
Q1 		$1.05M Sell
8,888
-1,780
-17% -$200K 0.04% 340
2021
Q4 		$1.38M Buy
10,668
+2,237
+27% +$261K 0.05% 313
2021
Q3 		$946K Sell
8,431
-69
-0.8% -$7.88K 0.04% 400
2021
Q2 		$906K Buy
8,500
+5,759
+210% +$543K 0.04% 389
2021
Q1 		$261K Hold
2,741
– – 0.01% 856
2020
Q4 		$225K Buy
2,741
+682
+33% +$56.6K 0.01% 789
2020
Q3 		$159K Sell
2,059
-1,943
-49% -$152K 0.01% 766
2020
Q2 		$268K Hold
4,002
– – 0.01% 577
2020
Q1 		$264K Buy
4,002
+300
+8% +$21.6K 0.02% 529
2019
Q4 		$289K Hold
3,702
– – 0.02% 571
2019
Q3 		$268K Hold
3,702
– – 0.02% 560
2019
Q2 		$227K Hold
3,702
– – 0.01% 620
2019
Q1 		$236K Hold
3,702
– – 0.02% 589
2018
Q4 		$185K Hold
3,702
– – 0.01% 629
2018
Q3 		$214K Buy
3,702
+426
+13% +$20.8K 0.01% 617
2018
Q2 		$158K Hold
3,276
– – 0.01% 623
2018
Q1 		$152K Sell
3,276
-57
-2% -$2.48K 0.01% 612
2017
Q4 		$125K Sell
3,333
-1,200
-26% -$44K 0.01% 676
2017
Q3 		$165K Hold
4,533
– – 0.02% 563
2017
Q2 		$178K Sell
4,533
-36
-0.8% -$1.31K 0.02% 527
2017
Q1 		$143K Sell
4,569
-69
-1% -$2.16K 0.01% 560
2016
Q4 		$144K Buy
4,638
+312
+7% +$10.1K 0.02% 527
2016
Q3 		$173K Buy
4,326
+150
+4% +$5.65K 0.02% 475
2016
Q2 		$137K Hold
4,176
– – 0.02% 520
2016
Q1 		$125K Buy
+4,176
New +$115K 0.02% 532

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Geneos Wealth Management increased its Edwards Lifesciences (EW) stake by 3.1% in Q1 2026, buying an estimated $20.9K and bringing the position to 8,545 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #604.

Geneos Wealth Management first reported a position in EW in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.38M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold EW as of Q1 2026.

  • Geneos Wealth Management held 8,545 shares of Edwards Lifesciences worth $684K as of Q1 2026.
  • Geneos Wealth Management bought 254 Edwards Lifesciences shares in Q1 2026, an estimated $20.9K.
  • Edwards Lifesciences made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #604 holding.
  • Geneos Wealth Management first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Edwards Lifesciences position peaked at $1.38M in Q4 2021.
  • 1,283 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2026.

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