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Geneos Wealth Management’s Ford F Stock Holding History

Geneos Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$849K Buy
73,550
+5,511
+8% +$72.6K 0.02% 549
2025
Q4 		$893K Buy
68,039
+531
+0.8% +$6.85K 0.02% 527
2025
Q3 		$807K Sell
67,508
-7,331
-10% -$84.5K 0.02% 542
2025
Q2 		$812K Sell
74,839
-57,970
-44% -$590K 0.02% 584
2025
Q1 		$1.33M Buy
132,809
+80,412
+153% +$785K 0.02% 592
2024
Q4 		$519K Sell
52,397
-2,365
-4% -$25.2K 0.02% 576
2024
Q3 		$578K Buy
54,762
+9,887
+22% +$113K 0.02% 524
2024
Q2 		$563K Buy
44,875
+342
+0.8% +$4.23K 0.03% 465
2024
Q1 		$591K Buy
44,533
+3,400
+8% +$41.2K 0.03% 450
2023
Q4 		$501K Sell
41,133
-26,396
-39% -$294K 0.02% 483
2023
Q3 		$839K Sell
67,529
-5,500
-8% -$71.4K 0.04% 345
2023
Q2 		$1.1M Buy
73,029
+15,394
+27% +$195K 0.06% 299
2023
Q1 		$726K Buy
57,635
+4,725
+9% +$59.2K 0.04% 364
2022
Q4 		$615K Sell
52,910
-29,165
-36% -$375K 0.04% 375
2022
Q3 		$919K Sell
82,075
-94,507
-54% -$1.32M 0.06% 268
2022
Q2 		$2M Buy
176,582
+9,804
+6% +$134K 0.1% 209
2022
Q1 		$2.82M Buy
166,778
+1,368
+0.8% +$26K 0.12% 182
2021
Q4 		$3.44M Sell
165,410
-14,030
-8% -$258K 0.13% 170
2021
Q3 		$2.54M Buy
179,440
+6,743
+4% +$91.7K 0.1% 211
2021
Q2 		$2.58M Sell
172,697
-55,841
-24% -$742K 0.1% 200
2021
Q1 		$2.65M Buy
228,538
+4,982
+2% +$57K 0.07% 256
2020
Q4 		$2.25M Sell
223,556
-54,392
-20% -$455K 0.09% 219
2020
Q3 		$1.81M Buy
277,948
+105,818
+61% +$717K 0.09% 209
2020
Q2 		$1.02M Buy
172,130
+851
+0.5% +$4.71K 0.06% 282
2020
Q1 		$900K Buy
171,279
+11,190
+7% +$83.9K 0.06% 269
2019
Q4 		$1.5M Buy
160,089
+21,380
+15% +$192K 0.08% 242
2019
Q3 		$1.26M Buy
138,709
+1,177
+0.9% +$11.2K 0.08% 240
2019
Q2 		$1.41M Sell
137,532
-5,736
-4% -$56.5K 0.09% 221
2019
Q1 		$1.26M Buy
143,268
+5,799
+4% +$49.8K 0.08% 238
2018
Q4 		$1.07M Sell
137,469
-386,348
-74% -$3.44M 0.08% 240
2018
Q3 		$4.84M Buy
523,817
+9,730
+2% +$97.3K 0.32% 81
2018
Q2 		$5.69M Buy
514,087
+13,497
+3% +$155K 0.44% 56
2018
Q1 		$5.55M Buy
500,590
+28,458
+6% +$321K 0.48% 54
2017
Q4 		$5.9M Buy
472,132
+17,430
+4% +$215K 0.53% 42
2017
Q3 		$5.45M Sell
454,702
-689
-0.2% -$7.77K 0.54% 41
2017
Q2 		$5.11M Buy
455,391
+65,315
+17% +$729K 0.52% 45
2017
Q1 		$4.56M Buy
390,076
+79,276
+26% +$985K 0.47% 52
2016
Q4 		$3.77M Buy
310,800
+40,458
+15% +$491K 0.5% 44
2016
Q3 		$3.27M Buy
270,342
+97,590
+56% +$1.23M 0.44% 55
2016
Q2 		$2.2M Buy
172,752
+15,463
+10% +$204K 0.32% 77
2016
Q1 		$2.06M Buy
+157,289
New +$1.98M 0.31% 75

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management increased its Ford (F) stake by 8.1% in Q1 2026, buying an estimated $72.6K and bringing the position to 73,550 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #549.

Geneos Wealth Management first reported a position in F in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.9M in Q4 2017. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Geneos Wealth Management held 73,550 shares of Ford worth $849K as of Q1 2026.
  • Geneos Wealth Management bought 5,511 Ford shares in Q1 2026, an estimated $72.6K.
  • Ford made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #549 holding.
  • Geneos Wealth Management first reported a position in Ford in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Ford position peaked at $5.9M in Q4 2017.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

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