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Geneos Wealth Management’s IBM IBM Stock Holding History

Geneos Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.35M Sell
22,072
-589
-3% -$159K 0.12% 196
2025
Q4 		$6.71M Buy
22,661
+209
+0.9% +$62.6K 0.16% 150
2025
Q3 		$6.34M Sell
22,452
-3,347
-13% -$876K 0.16% 161
2025
Q2 		$7.6M Sell
25,799
-7,605
-23% -$1.96M 0.19% 136
2025
Q1 		$8.31M Buy
33,404
+21,097
+171% +$5.16M 0.12% 203
2024
Q4 		$2.71M Sell
12,307
-181
-1% -$40.3K 0.09% 237
2024
Q3 		$2.76M Buy
12,488
+1,966
+19% +$385K 0.11% 227
2024
Q2 		$1.82M Sell
10,522
-323
-3% -$56.1K 0.08% 270
2024
Q1 		$2.07M Buy
10,845
+58
+0.5% +$10.6K 0.09% 244
2023
Q4 		$1.76M Sell
10,787
-4,765
-31% -$720K 0.09% 249
2023
Q3 		$2.18M Sell
15,552
-880
-5% -$125K 0.11% 204
2023
Q2 		$2.2M Buy
16,432
+3,799
+30% +$490K 0.12% 200
2023
Q1 		$1.66M Sell
12,633
-3,156
-20% -$422K 0.1% 223
2022
Q4 		$2.22M Buy
15,789
+608
+4% +$83.9K 0.13% 164
2022
Q3 		$1.8M Sell
15,181
-14,119
-48% -$1.85M 0.12% 175
2022
Q2 		$4.13M Buy
29,300
+25
+0.1% +$3.37K 0.2% 118
2022
Q1 		$3.81M Buy
29,275
+1,510
+5% +$197K 0.16% 143
2021
Q4 		$3.71M Sell
27,765
-2,477
-8% -$311K 0.14% 159
2021
Q3 		$4.14M Sell
30,242
-560
-2% -$74.9K 0.16% 152
2021
Q2 		$4.12M Sell
30,802
-8,297
-21% -$1.13M 0.16% 149
2021
Q1 		$5.3M Sell
39,099
-1,481
-4% -$177K 0.15% 162
2020
Q4 		$4.46M Buy
40,580
+10,524
+35% +$1.22M 0.18% 139
2020
Q3 		$3.42M Sell
30,056
-177
-0.6% -$20.8K 0.18% 134
2020
Q2 		$3.39M Buy
30,233
+549
+2% +$63.8K 0.19% 124
2020
Q1 		$3.07M Sell
29,684
-55
-0.2% -$6.96K 0.21% 114
2019
Q4 		$3.85M Buy
29,739
+3,839
+15% +$499K 0.21% 127
2019
Q3 		$3.55M Buy
25,900
+2,337
+10% +$315K 0.21% 120
2019
Q2 		$3.11M Sell
23,563
-752
-3% -$98.8K 0.19% 129
2019
Q1 		$3.28M Sell
24,315
-29,821
-55% -$3.8M 0.22% 124
2018
Q4 		$5.86M Sell
54,136
-572
-1% -$68.7K 0.43% 49
2018
Q3 		$7.91M Buy
54,708
+133
+0.2% +$18.6K 0.53% 36
2018
Q2 		$7.29M Sell
54,575
-537
-1% -$74.9K 0.57% 38
2018
Q1 		$8.08M Buy
55,112
+1,431
+3% +$217K 0.71% 26
2017
Q4 		$7.88M Buy
53,681
+29,159
+119% +$4.24M 0.7% 26
2017
Q3 		$3.4M Buy
24,522
+499
+2% +$69.5K 0.34% 80
2017
Q2 		$3.53M Sell
24,023
-835
-3% -$126K 0.36% 74
2017
Q1 		$4.14M Sell
24,858
-834
-3% -$140K 0.43% 59
2016
Q4 		$4.08M Sell
25,692
-1,058
-4% -$161K 0.54% 42
2016
Q3 		$4.06M Sell
26,750
-695
-3% -$105K 0.55% 42
2016
Q2 		$4M Sell
27,445
-2,485
-8% -$356K 0.58% 34
2016
Q1 		$4.36M Buy
+29,930
New +$3.82M 0.67% 28

Other funds holding IBM

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geneos Wealth Management reduced its IBM (IBM) stake by 2.6% in Q1 2026, selling an estimated $159K and leaving 22,072 shares worth $5.35M. The position accounts for 0.12% of the portfolio, ranked #196.

Geneos Wealth Management first reported a position in IBM in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.31M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Geneos Wealth Management held 22,072 shares of IBM worth $5.35M as of Q1 2026.
  • Geneos Wealth Management sold 589 IBM shares in Q1 2026, an estimated $159K.
  • IBM made up 0.12% of Geneos Wealth Management's portfolio in Q1 2026, its #196 holding.
  • Geneos Wealth Management first reported a position in IBM in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's IBM position peaked at $8.31M in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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