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Geneos Wealth Management’s Home Depot HD Stock Holding History

Geneos Wealth Management’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.6M Sell
35,383
-1,919
-5% -$699K 0.27% 80
2025
Q4 		$12.8M Sell
37,302
-1,187
-3% -$435K 0.31% 69
2025
Q3 		$15.6M Sell
38,489
-4,213
-10% -$1.66M 0.4% 56
2025
Q2 		$15.7M Sell
42,702
-23,717
-36% -$8.58M 0.38% 59
2025
Q1 		$24.3M Buy
66,419
+44,429
+202% +$17.3M 0.35% 68
2024
Q4 		$8.55M Buy
21,990
+164
+0.8% +$67K 0.3% 72
2024
Q3 		$8.84M Buy
21,826
+4,357
+25% +$1.59M 0.34% 66
2024
Q2 		$6.01M Buy
17,469
+532
+3% +$181K 0.27% 83
2024
Q1 		$6.5M Buy
16,937
+266
+2% +$97.2K 0.3% 76
2023
Q4 		$5.78M Sell
16,671
-620
-4% -$192K 0.29% 84
2023
Q3 		$5.22M Buy
17,291
+167
+1% +$53.7K 0.27% 96
2023
Q2 		$5.32M Buy
17,124
+1,002
+6% +$296K 0.28% 88
2023
Q1 		$4.76M Sell
16,122
-2,488
-13% -$763K 0.29% 85
2022
Q4 		$5.88M Buy
18,610
+1,180
+7% +$359K 0.36% 69
2022
Q3 		$4.81M Sell
17,430
-7,317
-30% -$2.16M 0.33% 73
2022
Q2 		$6.91M Sell
24,747
-2,375
-9% -$701K 0.34% 60
2022
Q1 		$8.12M Sell
27,122
-5,484
-17% -$1.9M 0.35% 56
2021
Q4 		$13.5M Sell
32,606
-1,023
-3% -$389K 0.52% 39
2021
Q3 		$11.1M Buy
33,629
+855
+3% +$281K 0.43% 46
2021
Q2 		$10.6M Sell
32,774
-5,448
-14% -$1.73M 0.41% 47
2021
Q1 		$12.4M Sell
38,222
-1,077
-3% -$297K 0.35% 70
2020
Q4 		$10.3M Buy
39,299
+9,326
+31% +$2.56M 0.41% 51
2020
Q3 		$8.05M Buy
29,973
+359
+1% +$97.2K 0.42% 50
2020
Q2 		$7.14M Buy
29,614
+2,123
+8% +$486K 0.4% 54
2020
Q1 		$5.24M Buy
27,491
+527
+2% +$116K 0.35% 64
2019
Q4 		$5.93M Buy
26,964
+1,033
+4% +$234K 0.32% 86
2019
Q3 		$5.96M Buy
25,931
+5,118
+25% +$1.12M 0.36% 69
2019
Q2 		$4.62M Sell
20,813
-224
-1% -$44.7K 0.29% 94
2019
Q1 		$4.04M Buy
21,037
+178
+0.9% +$32.7K 0.27% 99
2018
Q4 		$3.55M Sell
20,859
-1,074
-5% -$193K 0.26% 103
2018
Q3 		$4.54M Sell
21,933
-1,389
-6% -$280K 0.3% 89
2018
Q2 		$4.55M Sell
23,322
-1,672
-7% -$312K 0.35% 78
2018
Q1 		$4.45M Sell
24,994
-1,881
-7% -$353K 0.39% 70
2017
Q4 		$5.09M Buy
26,875
+440
+2% +$75.9K 0.46% 56
2017
Q3 		$4.32M Buy
26,435
+1,169
+5% +$179K 0.43% 61
2017
Q2 		$3.88M Buy
25,266
+108
+0.4% +$16.6K 0.4% 71
2017
Q1 		$3.69M Sell
25,158
-1,305
-5% -$185K 0.38% 65
2016
Q4 		$3.55M Buy
26,463
+75
+0.3% +$9.67K 0.47% 49
2016
Q3 		$3.4M Sell
26,388
-1,844
-7% -$246K 0.46% 52
2016
Q2 		$3.66M Sell
28,232
-32
-0.1% -$4.23K 0.53% 39
2016
Q1 		$3.81M Buy
+28,264
New +$3.52M 0.58% 34

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geneos Wealth Management reduced its Home Depot (HD) stake by 5.1% in Q1 2026, selling an estimated $699K and leaving 35,383 shares worth $11.6M. The position accounts for 0.27% of the portfolio, ranked #80.

Geneos Wealth Management first reported a position in HD in Q1 2016 and has held it in 41 quarters since. The position peaked at $24.3M in Q1 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Geneos Wealth Management held 35,383 shares of Home Depot worth $11.6M as of Q1 2026.
  • Geneos Wealth Management sold 1,919 Home Depot shares in Q1 2026, an estimated $699K.
  • Home Depot made up 0.27% of Geneos Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Geneos Wealth Management first reported a position in Home Depot in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Home Depot position peaked at $24.3M in Q1 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

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