Geneos Wealth Management’s Imperial Oil IMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.63K	Hold	86	–	–	﹤0.01%	2029
2026 Q1	$11.3K	Hold	86	–	–	﹤0.01%	1961
2025 Q4	$7.42K	Hold	86	–	–	﹤0.01%	2044
2025 Q3	$7.8K	Hold	86	–	–	﹤0.01%	2035
2025 Q2	$6.83K	Sell	86 -8	-9%	-$571	﹤0.01%	2469
2025 Q1	$6.8K	Buy	94 +8	+9%	+$550	﹤0.01%	2410
2024 Q4	$5.3K	Hold	86	–	–	﹤0.01%	2310
2024 Q3	$6.06K	Hold	86	–	–	﹤0.01%	2011
2024 Q2	$5.87K	Hold	86	–	–	﹤0.01%	1683
2024 Q1	$5.95K	Hold	86	–	–	﹤0.01%	1677
2023 Q4	$4.92K	Hold	86	–	–	﹤0.01%	1729
2023 Q3	$5.3K	Hold	86	–	–	﹤0.01%	1732
2023 Q2	$4.4K	Hold	86	–	–	﹤0.01%	1771
2023 Q1	$4.37K	Hold	86	–	–	﹤0.01%	1762
2022 Q4	$4.19K	Buy	+86	New	+$4.43K	﹤0.01%	1746
2022 Q2	–	Sell	-68	Closed	-$3K	–	2682
2022 Q1	$3K	Buy	+68	New	+$2.92K	﹤0.01%	2467
2018 Q3	–	Sell	-1,000	Closed	-$33K	–	2425
2018 Q2	$33K	Hold	1,000	–	–	﹤0.01%	1236
2018 Q1	$26K	Hold	1,000	–	–	﹤0.01%	1276
2017 Q4	$31K	Hold	1,000	–	–	﹤0.01%	1218
2017 Q3	$31K	Hold	1,000	–	–	﹤0.01%	1154
2017 Q2	$29K	Hold	1,000	–	–	﹤0.01%	1132
2017 Q1	$30K	Hold	1,000	–	–	﹤0.01%	1084
2016 Q4	$34K	Hold	1,000	–	–	﹤0.01%	976
2016 Q3	$31K	Hold	1,000	–	–	﹤0.01%	976
2016 Q2	$31K	Hold	1,000	–	–	﹤0.01%	973
2016 Q1	$32K	Buy	+1,000	New	+$31.2K	﹤0.01%	945

Other funds holding IMO

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Geneos Wealth Management held its Imperial Oil (IMO) position steady in Q2 2026 at 86 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Geneos Wealth Management first reported a position in IMO in Q1 2016 and has held it in 26 quarters since. The position peaked at $34K in Q4 2016. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Geneos Wealth Management held 86 shares of Imperial Oil worth $9.63K as of Q2 2026.
Geneos Wealth Management left its Imperial Oil share count unchanged in Q2 2026.
Imperial Oil made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2029 holding.
Geneos Wealth Management first reported a position in Imperial Oil in Q1 2016 and has held it in 26 quarters since.
Geneos Wealth Management's Imperial Oil position peaked at $34K in Q4 2016.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

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