Geneos Wealth Management’s Garmin GRMN Stock Holding History

Geneos Wealth Management’s Portfolio GRMN Stock Details GRMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$160K	Sell	688 -84	-11%	-$18.8K	﹤0.01%	1032
2025 Q4	$157K	Sell	772 -6,077	-89%	-$1.32M	﹤0.01%	1005
2025 Q3	$1.69M	Buy	6,849 +174	+3%	+$40.1K	0.04%	382
2025 Q2	$1.39M	Sell	6,675 -2,344	-26%	-$465K	0.03%	448
2025 Q1	$1.97M	Buy	9,019 +6,156	+215%	+$1.33M	0.03%	494
2024 Q4	$591K	Buy	2,863 +49	+2%	+$9.61K	0.02%	547
2024 Q3	$495K	Buy	2,814 +418	+17%	+$72.2K	0.02%	568
2024 Q2	$390K	Buy	2,396 +39	+2%	+$6.14K	0.02%	555
2024 Q1	$351K	Sell	2,357 -114	-5%	-$15K	0.02%	570
2023 Q4	$318K	Sell	2,471 -580	-19%	-$67.3K	0.02%	566
2023 Q3	$321K	Sell	3,051 -669	-18%	-$70.3K	0.02%	564
2023 Q2	$388K	Buy	3,720 +701	+23%	+$71.6K	0.02%	512
2023 Q1	$305K	Sell	3,019 -63	-2%	-$6.15K	0.02%	548
2022 Q4	$284K	Buy	3,082 +359	+13%	+$31.7K	0.02%	541
2022 Q3	$218K	Buy	2,723 +515	+23%	+$48.7K	0.02%	578
2022 Q2	$217K	Sell	2,208 -631	-22%	-$66.5K	0.01%	722
2022 Q1	$336K	Buy	2,839 +1,596	+128%	+$192K	0.01%	638
2021 Q4	$169K	Hold	1,243	–	–	0.01%	940
2021 Q3	$192K	Buy	1,243 +22	+2%	+$3.58K	0.01%	878
2021 Q2	$179K	Buy	1,221 +69	+6%	+$9.69K	0.01%	898
2021 Q1	$158K	Sell	1,152 -112	-9%	-$13.9K	﹤0.01%	1075
2020 Q4	$164K	Buy	1,264 +172	+16%	+$19K	0.01%	907
2020 Q3	$102K	Sell	1,092 -335	-23%	-$33.5K	0.01%	932
2020 Q2	$135K	Hold	1,427	–	–	0.01%	791
2020 Q1	$104K	Hold	1,427	–	–	0.01%	821
2019 Q4	$140K	Hold	1,427	–	–	0.01%	820
2019 Q3	$121K	Hold	1,427	–	–	0.01%	828
2019 Q2	$113K	Hold	1,427	–	–	0.01%	858
2019 Q1	$123K	Hold	1,427	–	–	0.01%	791
2018 Q4	$89K	Hold	1,427	–	–	0.01%	873
2018 Q3	$99K	Hold	1,427	–	–	0.01%	884
2018 Q2	$87K	Hold	1,427	–	–	0.01%	841
2018 Q1	$84K	Hold	1,427	–	–	0.01%	815
2017 Q4	$85K	Sell	1,427 -111	-7%	-$6.51K	0.01%	799
2017 Q3	$83K	Buy	1,538 +3	+0.2%	+$155	0.01%	762
2017 Q2	$78K	Buy	1,535 +2	+0.1%	+$103	0.01%	765
2017 Q1	$78K	Buy	1,533 +191	+14%	+$9.62K	0.01%	732
2016 Q4	$65K	Buy	1,342 +3	+0.2%	+$149	0.01%	737
2016 Q3	$64K	Buy	1,339 +3	+0.2%	+$148	0.01%	724
2016 Q2	$56K	Buy	1,336 +4	+0.3%	+$166	0.01%	769
2016 Q1	$52K	Buy	+1,332	New	+$49.5K	0.01%	789

Other funds holding GRMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's GRMN Position: Q1 2026 in Review

Geneos Wealth Management reduced its Garmin (GRMN) stake by 11% in Q1 2026, selling an estimated $18.8K and leaving 688 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Geneos Wealth Management first reported a position in GRMN in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.97M in Q1 2025. 1,007 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

Geneos Wealth Management held 688 shares of Garmin worth $160K as of Q1 2026.
Geneos Wealth Management sold 84 Garmin shares in Q1 2026, an estimated $18.8K.
Garmin made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1032 holding.
Geneos Wealth Management first reported a position in Garmin in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's Garmin position peaked at $1.97M in Q1 2025.
1,007 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.