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Geneos Wealth Management’s Graham Holdings Company GHC Stock Holding History

Geneos Wealth Management’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9
Closed -$9.52K – 2505
2026
Q1 		$9.52K Hold
9
– – ﹤0.01% 2001
2025
Q4 		$9.89K Buy
9
+6
+200% +$6.41K ﹤0.01% 1969
2025
Q3 		$3.53K Hold
3
– – ﹤0.01% 2219
2025
Q2 		$2.84K Buy
+3
New +$2.83K ﹤0.01% 2733

Other funds holding GHC

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MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Geneos Wealth Management sold out of Graham Holdings Company (GHC) in Q2 2026, closing a stake of 9 shares — an estimated $9.52K sold.

Geneos Wealth Management first reported a position in GHC in Q2 2025 and held it in 4 quarters. The position peaked at $9.89K in Q4 2025. 337 funds tracked by Wall St. Rank hold GHC as of Q2 2026.

  • Geneos Wealth Management reported no remaining Graham Holdings Company position as of Q2 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 9 Graham Holdings Company shares in Q2 2026, an estimated $9.52K.
  • Geneos Wealth Management first reported a position in Graham Holdings Company in Q2 2025 and held it in 4 quarters.
  • Geneos Wealth Management's Graham Holdings Company position peaked at $9.89K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Graham Holdings Company as of Q2 2026.

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