Geneos Wealth Management’s F5 FFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.49K	Hold	18	–	–	﹤0.01%	2086
2026 Q1	$5.21K	Hold	18	–	–	﹤0.01%	2153
2025 Q4	$4.59K	Hold	18	–	–	﹤0.01%	2164
2025 Q3	$5.82K	Sell	18 -165	-90%	-$51.6K	﹤0.01%	2108
2025 Q2	$53.9K	Buy	183 +20	+12%	+$5.53K	﹤0.01%	1531
2025 Q1	$43.4K	Buy	163 +121	+288%	+$33.8K	﹤0.01%	1562
2024 Q4	$10.6K	Hold	42	–	–	﹤0.01%	2032
2024 Q3	$9.25K	Buy	+42	New	+$8.14K	﹤0.01%	1867
2020 Q1	–	Sell	-62	Closed	-$8K	–	2520
2019 Q4	$8K	Hold	62	–	–	﹤0.01%	2045
2019 Q3	$8K	Hold	62	–	–	﹤0.01%	1960
2019 Q2	$9K	Sell	62 -1	-2%	-$150	﹤0.01%	1932
2019 Q1	$9K	Sell	63 -12	-16%	-$1.93K	﹤0.01%	1865
2018 Q4	$12K	Hold	75	–	–	﹤0.01%	1720
2018 Q3	$14K	Buy	+75	New	+$13.7K	﹤0.01%	1722
2017 Q3	–	Sell	-17	Closed	-$2K	–	2123
2017 Q2	$2K	Buy	17 +5	+42%	+$655	﹤0.01%	1921
2017 Q1	$1K	Sell	12 -6	-33%	-$856	﹤0.01%	1976
2016 Q4	$2K	Sell	18 -13	-42%	-$1.76K	﹤0.01%	1850
2016 Q3	$3K	Sell	31 -6,405	-100%	-$778K	﹤0.01%	1691
2016 Q2	$730K	Buy	6,436 +510	+9%	+$54.8K	0.11%	184
2016 Q1	$625K	Buy	+5,926	New	+$568K	0.1%	204

Other funds holding FFIV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Geneos Wealth Management held its F5 (FFIV) position steady in Q2 2026 at 18 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Geneos Wealth Management first reported a position in FFIV in Q1 2016 and has held it in 20 quarters since. The position peaked at $730K in Q2 2016. 833 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

Geneos Wealth Management held 18 shares of F5 worth $7.49K as of Q2 2026.
Geneos Wealth Management left its F5 share count unchanged in Q2 2026.
F5 made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2086 holding.
Geneos Wealth Management first reported a position in F5 in Q1 2016 and has held it in 20 quarters since.
Geneos Wealth Management's F5 position peaked at $730K in Q2 2016.
833 funds tracked by Wall St. Rank held F5 as of Q2 2026.

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