Geneos Wealth Management’s Ichor Holdings ICHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.3K	Hold	800	–	–	﹤0.01%	1537
2025 Q4	$14.7K	Hold	800	–	–	﹤0.01%	1841
2025 Q3	$14K	Hold	800	–	–	﹤0.01%	1847
2025 Q2	$15.7K	Sell	800 -800	-50%	-$14.7K	﹤0.01%	2138
2025 Q1	$36.2K	Buy	1,600 +1,200	+300%	+$35.4K	﹤0.01%	2074
2024 Q4	$12.9K	Hold	400	–	–	﹤0.01%	1938
2024 Q3	$12.7K	Hold	400	–	–	﹤0.01%	1738
2024 Q2	$15.4K	Hold	400	–	–	﹤0.01%	1420
2024 Q1	$15.4K	Hold	400	–	–	﹤0.01%	1437
2023 Q4	$13.5K	Hold	400	–	–	﹤0.01%	1469
2023 Q3	$12.4K	Hold	400	–	–	﹤0.01%	1505
2023 Q2	$15K	Hold	400	–	–	﹤0.01%	1465
2023 Q1	$13.1K	Hold	400	–	–	﹤0.01%	1477
2022 Q4	$10.7K	Hold	400	–	–	﹤0.01%	1512
2022 Q3	$9K	Sell	400 -1,600	-80%	-$47.3K	﹤0.01%	1541
2022 Q2	$44K	Sell	2,000 -500	-20%	-$14.5K	﹤0.01%	1341
2022 Q1	$89K	Buy	2,500 +2,100	+525%	+$81.8K	﹤0.01%	1137
2021 Q4	$18K	Hold	400	–	–	﹤0.01%	1936
2021 Q3	$16K	Hold	400	–	–	﹤0.01%	2030
2021 Q2	$20K	Hold	400	–	–	﹤0.01%	1919
2021 Q1	$22K	Hold	400	–	–	﹤0.01%	2033
2020 Q4	$21K	Hold	400	–	–	﹤0.01%	1872
2020 Q3	$8K	Hold	400	–	–	﹤0.01%	2025
2020 Q2	$10K	Sell	400 -400	-50%	-$9.13K	﹤0.01%	1912
2020 Q1	$16K	Hold	800	–	–	﹤0.01%	1602
2019 Q4	$27K	Sell	800 -800	-50%	-$23.8K	﹤0.01%	1557
2019 Q3	$38K	Hold	1,600	–	–	﹤0.01%	1312
2019 Q2	$37K	Hold	1,600	–	–	﹤0.01%	1342
2019 Q1	$36K	Hold	1,600	–	–	﹤0.01%	1301
2018 Q4	$25K	Sell	1,600 -4,000	-71%	-$69.1K	﹤0.01%	1402
2018 Q3	$114K	Hold	5,600	–	–	0.01%	842
2018 Q2	$118K	Buy	+5,600	New	+$134K	0.01%	729

Other funds holding ICHR

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Geneos Wealth Management held its Ichor Holdings (ICHR) position steady in Q1 2026 at 800 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Geneos Wealth Management first reported a position in ICHR in Q2 2018 and has held it in 32 quarters since. The position peaked at $118K in Q2 2018. 251 funds tracked by Wall St. Rank hold ICHR as of Q1 2026.

Geneos Wealth Management held 800 shares of Ichor Holdings worth $37.3K as of Q1 2026.
Geneos Wealth Management left its Ichor Holdings share count unchanged in Q1 2026.
Ichor Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1537 holding.
Geneos Wealth Management first reported a position in Ichor Holdings in Q2 2018 and has held it in 32 quarters since.
Geneos Wealth Management's Ichor Holdings position peaked at $118K in Q2 2018.
251 funds tracked by Wall St. Rank held Ichor Holdings as of Q1 2026.

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