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FIVN icon

Geneos Wealth Management’s FIVE9 FIVN Stock Holding History

Geneos Wealth Management’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.13K Hold
100
– – ﹤0.01% 2315
2026
Q1 		$1.52K Hold
100
– – ﹤0.01% 2353
2025
Q4 		$2K Hold
100
– – ﹤0.01% 2316
2025
Q3 		$2.42K Sell
100
-87
-47% -$2.3K ﹤0.01% 2290
2025
Q2 		$4.95K Sell
187
-64
-25% -$1.67K ﹤0.01% 2582
2025
Q1 		$6.82K Buy
251
+64
+34% +$2.35K ﹤0.01% 2408
2024
Q4 		$7.6K Sell
187
-12
-6% -$433 ﹤0.01% 2170
2024
Q3 		$5.72K Buy
199
+99
+99% +$3.57K ﹤0.01% 2032
2024
Q2 		$4.41K Hold
100
– – ﹤0.01% 1749
2024
Q1 		$6.21K Hold
100
– – ﹤0.01% 1669
2023
Q4 		$7.87K Hold
100
– – ﹤0.01% 1604
2023
Q3 		$6.43K Hold
100
– – ﹤0.01% 1672
2023
Q2 		$8.24K Sell
100
-70
-41% -$4.7K ﹤0.01% 1624
2023
Q1 		$12.3K Hold
170
– – ﹤0.01% 1493
2022
Q4 		$11.5K Sell
170
-50
-23% -$3.14K ﹤0.01% 1492
2022
Q3 		$16K Hold
220
– – ﹤0.01% 1388
2022
Q2 		$20K Hold
220
– – ﹤0.01% 1678
2022
Q1 		$24K Hold
220
– – ﹤0.01% 1711
2021
Q4 		$30K Hold
220
– – ﹤0.01% 1694
2021
Q3 		$36K Hold
220
– – ﹤0.01% 1648
2021
Q2 		$41K Buy
+220
New +$37.9K ﹤0.01% 1571

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management held its FIVE9 (FIVN) position steady in Q2 2026 at 100 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Geneos Wealth Management first reported a position in FIVN in Q2 2021 and has held it in 21 quarters since. The position peaked at $41K in Q2 2021. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Geneos Wealth Management held 100 shares of FIVE9 worth $2.13K as of Q2 2026.
  • Geneos Wealth Management left its FIVE9 share count unchanged in Q2 2026.
  • FIVE9 made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2315 holding.
  • Geneos Wealth Management first reported a position in FIVE9 in Q2 2021 and has held it in 21 quarters since.
  • Geneos Wealth Management's FIVE9 position peaked at $41K in Q2 2021.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

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