Geneos Wealth Management
FFIV icon

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
Q3 		$73.9K Buy
166
+148
+822% +$60.9K ﹤0.01% 1502
2026
Q2 		$7.49K Hold
18
– – ﹤0.01% 2086
2026
Q1 		$5.21K Hold
18
– – ﹤0.01% 2153
2025
Q4 		$4.6K 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% +$5.52K ﹤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% 1692
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geneos Wealth Management's FFIV Position: Q3 2026 in Review

Geneos Wealth Management increased its F5 (FFIV) stake by 822% in Q3 2026, buying an estimated $60.9K and bringing the position to 166 shares worth $73.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Geneos Wealth Management first reported a position in FFIV in Q1 2016 and has held it in 21 quarters since. The position peaked at $730K in Q2 2016. 526 funds tracked by Wall St. Rank hold FFIV as of Q3 2026.

  • Geneos Wealth Management held 166 shares of F5 worth $73.9K as of Q3 2026.
  • Geneos Wealth Management bought 148 F5 shares in Q3 2026, an estimated $60.9K.
  • F5 made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1502 holding.
  • Geneos Wealth Management first reported a position in F5 in Q1 2016 and has held it in 21 quarters since.
  • Geneos Wealth Management's F5 position peaked at $730K in Q2 2016.
  • 526 funds tracked by Wall St. Rank held F5 as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.