Geneos Wealth Management
GRAL icon

Geneos Wealth Management’s GRAIL Inc GRAL Stock Holding History

Geneos Wealth Management’s Portfolio GRAL Stock Details GRAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$108K Buy
768
+183
+31% +$14.5K ﹤0.01% 1340
2026
Q2 		$39.9K Hold
585
– – ﹤0.01% 1543
2026
Q1 		$30.2K Buy
585
+360
+160% +$27.9K ﹤0.01% 1623
2025
Q4 		$19.3K Buy
225
+105
+88% +$9.07K ﹤0.01% 1734
2025
Q3 		$7.1K Buy
120
+77
+179% +$2.94K ﹤0.01% 2064
2025
Q2 		$2.21K Sell
43
-13
-23% -$471 ﹤0.01% 2790
2025
Q1 		$1.43K Buy
56
+16
+40% +$494 ﹤0.01% 2853
2024
Q4 		$714 Buy
+40
New +$650 ﹤0.01% 2837

Other funds holding GRAL

Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arbiter Partners Capital Management
Arbiter Partners Capital Management New York $235M AUM 94.74% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Geneos Wealth Management increased its GRAIL Inc (GRAL) stake by 31% in Q3 2026, buying an estimated $14.5K and bringing the position to 768 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Geneos Wealth Management first reported a position in GRAL in Q4 2024 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold GRAL as of Q3 2026.

  • Geneos Wealth Management held 768 shares of GRAIL Inc worth $108K as of Q3 2026.
  • Geneos Wealth Management bought 183 GRAIL Inc shares in Q3 2026, an estimated $14.5K.
  • GRAIL Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1340 holding.
  • Geneos Wealth Management first reported a position in GRAIL Inc in Q4 2024 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held GRAIL Inc as of Q3 2026.

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