Geneos Wealth Management’s H&R Block HRB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.07K	Hold	133	–	–	﹤0.01%	2181
2026 Q1	$4.22K	Hold	133	–	–	﹤0.01%	2193
2025 Q4	$5.8K	Hold	133	–	–	﹤0.01%	2108
2025 Q3	$6.73K	Sell	133 -1,213	-90%	-$64.1K	﹤0.01%	2076
2025 Q2	$73.9K	Sell	1,346 -360	-21%	-$20.8K	﹤0.01%	1386
2025 Q1	$93.7K	Buy	1,706 +293	+21%	+$15.7K	﹤0.01%	1193
2024 Q4	$74.7K	Buy	+1,413	New	+$83K	﹤0.01%	1170
2022 Q1	–	Sell	-1,000	Closed	-$23K	–	2856
2021 Q4	$23K	Hold	1,000	–	–	﹤0.01%	1817
2021 Q3	$25K	Hold	1,000	–	–	﹤0.01%	1802
2021 Q2	$23K	Sell	1,000 -496	-33%	-$11.7K	﹤0.01%	1844
2021 Q1	$33K	Hold	1,496	–	–	﹤0.01%	1829
2020 Q4	$20K	Buy	1,496 +496	+50%	+$8.57K	﹤0.01%	1912
2020 Q3	$15K	Hold	1,000	–	–	﹤0.01%	1785
2020 Q2	$13K	Hold	1,000	–	–	﹤0.01%	1804
2020 Q1	$15K	Sell	1,000 -2,071	-67%	-$43.4K	﹤0.01%	1630
2019 Q4	$71K	Buy	3,071 +129	+4%	+$3.1K	﹤0.01%	1086
2019 Q3	$68K	Hold	2,942	–	–	﹤0.01%	1040
2019 Q2	$86K	Sell	2,942 -296	-9%	-$7.96K	0.01%	959
2019 Q1	$77K	Sell	3,238 -241	-7%	-$5.92K	0.01%	958
2018 Q4	$87K	Buy	3,479 +180	+5%	+$4.8K	0.01%	882
2018 Q3	$84K	Buy	3,299 +2,299	+230%	+$58.3K	0.01%	952
2018 Q2	$22K	Hold	1,000	–	–	﹤0.01%	1404
2018 Q1	$25K	Hold	1,000	–	–	﹤0.01%	1299
2017 Q4	$26K	Hold	1,000	–	–	﹤0.01%	1284
2017 Q3	$26K	Hold	1,000	–	–	﹤0.01%	1224
2017 Q2	$30K	Hold	1,000	–	–	﹤0.01%	1117
2017 Q1	$23K	Hold	1,000	–	–	﹤0.01%	1189
2016 Q4	$22K	Hold	1,000	–	–	﹤0.01%	1142
2016 Q3	$23K	Hold	1,000	–	–	﹤0.01%	1087
2016 Q2	$23K	Hold	1,000	–	–	﹤0.01%	1071
2016 Q1	$26K	Buy	+1,000	New	+$31.4K	﹤0.01%	1009

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geneos Wealth Management held its H&R Block (HRB) position steady in Q2 2026 at 133 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Geneos Wealth Management first reported a position in HRB in Q1 2016 and has held it in 31 quarters since. The position peaked at $93.7K in Q1 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Geneos Wealth Management held 133 shares of H&R Block worth $5.07K as of Q2 2026.
Geneos Wealth Management left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2181 holding.
Geneos Wealth Management first reported a position in H&R Block in Q1 2016 and has held it in 31 quarters since.
Geneos Wealth Management's H&R Block position peaked at $93.7K in Q1 2025.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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