GWM
EYE icon

Geneos Wealth Management’s National Vision EYE Stock Holding History

Geneos Wealth Management’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Hold
800
– – ﹤0.01% 1889
2026
Q1 		$20.7K Sell
800
-200
-20% -$5.43K ﹤0.01% 1750
2025
Q4 		$25.8K Hold
1,000
– – ﹤0.01% 1638
2025
Q3 		$29.2K Buy
+1,000
New +$24.6K ﹤0.01% 1585

Other funds holding EYE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Geneos Wealth Management held its National Vision (EYE) position steady in Q2 2026 at 800 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Geneos Wealth Management first reported a position in EYE in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.2K in Q3 2025. 232 funds tracked by Wall St. Rank hold EYE as of Q2 2026.

  • Geneos Wealth Management held 800 shares of National Vision worth $15.2K as of Q2 2026.
  • Geneos Wealth Management left its National Vision share count unchanged in Q2 2026.
  • National Vision made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1889 holding.
  • Geneos Wealth Management first reported a position in National Vision in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's National Vision position peaked at $29.2K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held National Vision as of Q2 2026.

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