Geneos Wealth Management’s Intuit INTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$247K	Buy	572 +80	+16%	+$38.2K	0.01%	895
2025 Q4	$326K	Buy	492 +17	+4%	+$11.2K	0.01%	781
2025 Q3	$324K	Sell	475 -1,077	-69%	-$776K	0.01%	764
2025 Q2	$1.22M	Sell	1,552 -344	-18%	-$233K	0.03%	486
2025 Q1	$2.09M	Buy	1,896 +882	+87%	+$530K	0.03%	478
2024 Q4	$638K	Buy	1,014 +8	+0.8%	+$5.11K	0.02%	526
2024 Q3	$625K	Buy	1,006 +549	+120%	+$350K	0.02%	504
2024 Q2	$300K	Sell	457 -813	-64%	-$504K	0.01%	608
2024 Q1	$825K	Sell	1,270 -49	-4%	-$31.3K	0.04%	386
2023 Q4	$824K	Sell	1,319 -69	-5%	-$38.1K	0.04%	360
2023 Q3	$709K	Buy	1,388 +34	+3%	+$17.2K	0.04%	387
2023 Q2	$621K	Buy	1,354 +985	+267%	+$431K	0.03%	421
2023 Q1	$165K	Sell	369 -211	-36%	-$86.6K	0.01%	702
2022 Q4	$226K	Hold	580	–	–	0.01%	599
2022 Q3	$224K	Sell	580 -573	-50%	-$248K	0.02%	570
2022 Q2	$447K	Buy	1,153 +111	+11%	+$46K	0.02%	526
2022 Q1	$501K	Sell	1,042 -330	-24%	-$169K	0.02%	530
2021 Q4	$882K	Buy	1,372 +3	+0.2%	+$1.85K	0.03%	432
2021 Q3	$744K	Buy	1,369 +91	+7%	+$49K	0.03%	470
2021 Q2	$636K	Sell	1,278 -115	-8%	-$49.9K	0.02%	500
2021 Q1	$574K	Buy	1,393 +2	+0.1%	+$770	0.02%	605
2020 Q4	$482K	Buy	1,391 +94	+7%	+$33K	0.02%	550
2020 Q3	$413K	Buy	1,297 +4	+0.3%	+$1.25K	0.02%	481
2020 Q2	$370K	Sell	1,293 -630	-33%	-$173K	0.02%	484
2020 Q1	$441K	Buy	1,923 +283	+17%	+$76.6K	0.03%	398
2019 Q4	$437K	Buy	1,640 +177	+12%	+$46.3K	0.02%	471
2019 Q3	$385K	Sell	1,463 -10	-0.7%	-$2.75K	0.02%	466
2019 Q2	$384K	Sell	1,473 -16	-1%	-$4.07K	0.02%	487
2019 Q1	$389K	Sell	1,489 -8	-0.5%	-$1.85K	0.03%	467
2018 Q4	$293K	Buy	1,497 +77	+5%	+$16K	0.02%	496
2018 Q3	$322K	Buy	1,420 +295	+26%	+$63.4K	0.02%	489
2018 Q2	$229K	Sell	1,125 -70	-6%	-$13.4K	0.02%	534
2018 Q1	$207K	Sell	1,195 -112	-9%	-$18.8K	0.02%	534
2017 Q4	$206K	Hold	1,307	–	–	0.02%	528
2017 Q3	$185K	Buy	1,307 +15	+1%	+$2.07K	0.02%	529
2017 Q2	$171K	Buy	1,292 +225	+21%	+$29.2K	0.02%	536
2017 Q1	$123K	Buy	1,067 +20	+2%	+$2.4K	0.01%	604
2016 Q4	$119K	Hold	1,047	–	–	0.02%	569
2016 Q3	$115K	Buy	1,047 +22	+2%	+$2.46K	0.02%	567
2016 Q2	$114K	Hold	1,025	–	–	0.02%	557
2016 Q1	$107K	Buy	+1,025	New	+$99K	0.02%	561

Other funds holding INTU

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Geneos Wealth Management increased its Intuit (INTU) stake by 16% in Q1 2026, buying an estimated $38.2K and bringing the position to 572 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #895.

Geneos Wealth Management first reported a position in INTU in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.09M in Q1 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Geneos Wealth Management held 572 shares of Intuit worth $247K as of Q1 2026.
Geneos Wealth Management bought 80 Intuit shares in Q1 2026, an estimated $38.2K.
Intuit made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #895 holding.
Geneos Wealth Management first reported a position in Intuit in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's Intuit position peaked at $2.09M in Q1 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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