Geneos Wealth Management’s FedEx FDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$579K	Buy	1,850 +58	+3%	+$21.1K	0.01%	690
2026 Q1	$638K	Buy	1,792 +85	+5%	+$29.5K	0.01%	621
2025 Q4	$493K	Buy	1,707 +4	+0.2%	+$1.05K	0.01%	669
2025 Q3	$402K	Sell	1,703 -337	-17%	-$77.7K	0.01%	717
2025 Q2	$464K	Sell	2,040 -1,738	-46%	-$381K	0.01%	733
2025 Q1	$921K	Buy	3,778 +2,403	+175%	+$623K	0.01%	690
2024 Q4	$387K	Sell	1,375 -200	-13%	-$55.8K	0.01%	647
2024 Q3	$431K	Buy	1,575 +400	+34%	+$116K	0.02%	595
2024 Q2	$352K	Buy	1,175 +21	+2%	+$5.49K	0.02%	574
2024 Q1	$334K	Sell	1,154 -17	-1%	-$4.25K	0.02%	579
2023 Q4	$296K	Buy	1,171 +6	+0.5%	+$1.52K	0.01%	580
2023 Q3	$309K	Buy	1,165 +225	+24%	+$58.5K	0.02%	575
2023 Q2	$233K	Buy	940 +2	+0.2%	+$458	0.01%	645
2023 Q1	$214K	Sell	938 -17,773	-95%	-$3.61M	0.01%	640
2022 Q4	$3.24M	Sell	18,711 -4,403	-19%	-$732K	0.2%	131
2022 Q3	$3.43M	Sell	23,114 -981	-4%	-$207K	0.24%	104
2022 Q2	$5.39M	Buy	24,095 +571	+2%	+$122K	0.27%	92
2022 Q1	$5.44M	Sell	23,524 -9,138	-28%	-$2.15M	0.23%	99
2021 Q4	$8.45M	Buy	32,662 +1,155	+4%	+$277K	0.32%	58
2021 Q3	$7.01M	Buy	31,507 +2,412	+8%	+$655K	0.27%	73
2021 Q2	$8.71M	Sell	29,095 -3,029	-9%	-$899K	0.34%	61
2021 Q1	$9.32M	Sell	32,124 -487	-1%	-$125K	0.26%	88
2020 Q4	$8.84M	Buy	32,611 +933	+3%	+$258K	0.35%	58
2020 Q3	$7.93M	Buy	31,678 +767	+2%	+$153K	0.41%	54
2020 Q2	$4.02M	Buy	30,911 +7,379	+31%	+$928K	0.22%	107
2020 Q1	$2.84M	Sell	23,532 -151	-0.6%	-$21.3K	0.19%	122
2019 Q4	$3.61M	Buy	23,683 +2,295	+11%	+$354K	0.19%	131
2019 Q3	$3.1M	Buy	21,388 +2,533	+13%	+$408K	0.19%	136
2019 Q2	$3.1M	Buy	18,855 +2,176	+13%	+$381K	0.19%	131
2019 Q1	$3.02M	Buy	16,679 +1,727	+12%	+$305K	0.2%	137
2018 Q4	$2.4M	Buy	14,952 +1,787	+14%	+$378K	0.18%	147
2018 Q3	$3.18M	Buy	13,165 +2,854	+28%	+$691K	0.21%	134
2018 Q2	$2.34M	Sell	10,311 -324	-3%	-$80.3K	0.18%	129
2018 Q1	$2.55M	Buy	10,635 +679	+7%	+$172K	0.22%	117
2017 Q4	$2.48M	Buy	9,956 +522	+6%	+$119K	0.22%	117
2017 Q3	$2.13M	Buy	9,434 +971	+11%	+$207K	0.21%	121
2017 Q2	$1.84M	Buy	8,463 +1,269	+18%	+$251K	0.19%	124
2017 Q1	$1.42M	Buy	7,194 +380	+6%	+$72.6K	0.15%	138
2016 Q4	$1.27M	Sell	6,814 -64	-0.9%	-$11.7K	0.17%	134
2016 Q3	$1.2M	Buy	6,878 +4,556	+196%	+$746K	0.16%	136
2016 Q2	$357K	Buy	2,322 +80	+4%	+$13K	0.05%	313
2016 Q1	$367K	Buy	+2,242	New	+$312K	0.06%	295

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Geneos Wealth Management increased its FedEx (FDX) stake by 3.2% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,850 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #690.

Geneos Wealth Management first reported a position in FDX in Q1 2016 and has held it in 42 quarters since. The position peaked at $9.32M in Q1 2021. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Geneos Wealth Management held 1,850 shares of FedEx worth $579K as of Q2 2026.
Geneos Wealth Management bought 58 FedEx shares in Q2 2026, an estimated $21.1K.
FedEx made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #690 holding.
Geneos Wealth Management first reported a position in FedEx in Q1 2016 and has held it in 42 quarters since.
Geneos Wealth Management's FedEx position peaked at $9.32M in Q1 2021.
1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

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