Geneos Wealth Management’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $700 | Sell |
9
-37
| -80% | -$2.92K | ﹤0.01% | 2454 |
|
|
2026
Q1 | $3.9K | Sell |
46
-5
| -10% | -$443 | ﹤0.01% | 2211 |
|
|
2025
Q4 | $4.18K | Sell |
51
-83
| -62% | -$6.83K | ﹤0.01% | 2188 |
|
|
2025
Q3 | $11.4K | Sell |
134
-358
| -73% | -$30.6K | ﹤0.01% | 1922 |
|
|
2025
Q2 | $42.3K | Sell |
492
-6
| -1% | -$497 | ﹤0.01% | 1664 |
|
|
2025
Q1 | $41.6K | Buy |
498
+452
| +983% | +$38.3K | ﹤0.01% | 1581 |
|
|
2024
Q4 | $3.88K | Hold |
46
| – | – | ﹤0.01% | 2412 |
|
|
2024
Q3 | $4.03K | Sell |
46
-142
| -76% | -$11.6K | ﹤0.01% | 2131 |
|
|
2024
Q2 | $14.9K | Buy |
+188
| New | +$15.7K | ﹤0.01% | 1436 |
|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$104K | – | 2662 |
|
|
2022
Q1 | $104K | Hold |
1,500
| – | – | ﹤0.01% | 1076 |
|
|
2021
Q4 | $120K | Hold |
1,500
| – | – | ﹤0.01% | 1091 |
|
|
2021
Q3 | $105K | Hold |
1,500
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q2 | $114K | Sell |
1,500
-2,889
| -66% | -$217K | ﹤0.01% | 1117 |
|
|
2021
Q1 | $337K | Hold |
4,389
| – | – | 0.01% | 749 |
|
|
2020
Q4 | $107K | Buy |
4,389
+2,847
| +185% | +$190K | ﹤0.01% | 1119 |
|
|
2020
Q3 | $93K | Buy |
1,542
+42
| +3% | +$2.35K | ﹤0.01% | 968 |
|
|
2020
Q2 | $70K | Hold |
1,500
| – | – | ﹤0.01% | 1069 |
|
|
2020
Q1 | $68K | Hold |
1,500
| – | – | ﹤0.01% | 988 |
|
|
2019
Q4 | $78K | Hold |
1,500
| – | – | ﹤0.01% | 1056 |
|
|
2019
Q3 | $68K | Hold |
1,500
| – | – | ﹤0.01% | 1039 |
|
|
2019
Q2 | $75K | Hold |
1,500
| – | – | ﹤0.01% | 1014 |
|
|
2019
Q1 | $74K | Hold |
1,500
| – | – | ﹤0.01% | 976 |
|
|
2018
Q4 | $61K | Hold |
1,500
| – | – | ﹤0.01% | 1005 |
|
|
2018
Q3 | $69K | Hold |
1,500
| – | – | ﹤0.01% | 1030 |
|
|
2018
Q2 | $67K | Hold |
1,500
| – | – | 0.01% | 924 |
|
|
2018
Q1 | $68K | Hold |
1,500
| – | – | 0.01% | 882 |
|
|
2017
Q4 | $67K | Hold |
1,500
| – | – | 0.01% | 886 |
|
|
2017
Q3 | $61K | Hold |
1,500
| – | – | 0.01% | 873 |
|
|
2017
Q2 | $54K | Hold |
1,500
| – | – | 0.01% | 891 |
|
|
2017
Q1 | $47K | Hold |
1,500
| – | – | ﹤0.01% | 908 |
|
|
2016
Q4 | $41K | Hold |
1,500
| – | – | 0.01% | 910 |
|
|
2016
Q3 | $37K | Buy |
+1,500
| New | +$37.5K | 0.01% | 920 |
|
Other funds holding GGG
MPI
PAM
Geneos Wealth Management's GGG Position: Q2 2026 in Review
Geneos Wealth Management reduced its Graco (GGG) stake by 80% in Q2 2026, selling an estimated $2.92K and leaving 9 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #2454.
Geneos Wealth Management first reported a position in GGG in Q3 2016 and has held it in 32 quarters since. The position peaked at $337K in Q1 2021. 729 funds tracked by Wall St. Rank hold GGG as of Q2 2026.
- Geneos Wealth Management held 9 shares of Graco worth $700 as of Q2 2026.
- Geneos Wealth Management sold 37 Graco shares in Q2 2026, an estimated $2.92K.
- Graco made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2454 holding.
- Geneos Wealth Management first reported a position in Graco in Q3 2016 and has held it in 32 quarters since.
- Geneos Wealth Management's Graco position peaked at $337K in Q1 2021.
- 729 funds tracked by Wall St. Rank held Graco as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.