Geneos Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Sell |
7,427
-424
| -5% | -$82.7K | 0.03% | 454 |
|
|
2025
Q4 | $1.77M | Sell |
7,851
-1,250
| -14% | -$272K | 0.04% | 378 |
|
|
2025
Q3 | $1.73M | Sell |
9,101
-510
| -5% | -$92.7K | 0.04% | 378 |
|
|
2025
Q2 | $1.51M | Sell |
9,611
-8,784
| -48% | -$1.32M | 0.04% | 428 |
|
|
2025
Q1 | $3.24M | Buy |
18,395
+10,171
| +124% | +$1.97M | 0.05% | 376 |
|
|
2024
Q4 | $1.62M | Buy |
8,224
+13
| +0.2% | +$2.74K | 0.06% | 328 |
|
|
2024
Q3 | $1.95M | Sell |
8,211
-3,967
| -33% | -$936K | 0.07% | 287 |
|
|
2024
Q2 | $2.57M | Buy |
12,178
+40
| +0.3% | +$9.09K | 0.11% | 209 |
|
|
2024
Q1 | $3.07M | Buy |
12,138
+649
| +6% | +$152K | 0.14% | 181 |
|
|
2023
Q4 | $2.66M | Buy |
11,489
+157
| +1% | +$32.2K | 0.13% | 188 |
|
|
2023
Q3 | $2.23M | Buy |
11,332
+1,616
| +17% | +$351K | 0.11% | 200 |
|
|
2023
Q2 | $2.18M | Buy |
9,716
+4,590
| +90% | +$922K | 0.11% | 203 |
|
|
2023
Q1 | $1.02M | Sell |
5,126
-956
| -16% | -$204K | 0.06% | 285 |
|
|
2022
Q4 | $1.25M | Sell |
6,082
-812
| -12% | -$165K | 0.08% | 239 |
|
|
2022
Q3 | $1.25M | Sell |
6,894
-974
| -12% | -$213K | 0.09% | 219 |
|
|
2022
Q2 | $1.69M | Sell |
7,868
-1,021
| -11% | -$222K | 0.08% | 228 |
|
|
2022
Q1 | $2.06M | Buy |
8,889
+253
| +3% | +$59.9K | 0.09% | 219 |
|
|
2021
Q4 | $2.44M | Buy |
8,636
+657
| +8% | +$170K | 0.09% | 221 |
|
|
2021
Q3 | $1.93M | Buy |
7,979
+275
| +4% | +$69.4K | 0.07% | 254 |
|
|
2021
Q2 | $1.92M | Sell |
7,704
-943
| -11% | -$218K | 0.07% | 246 |
|
|
2021
Q1 | $2.03M | Sell |
8,647
-864
| -9% | -$162K | 0.06% | 284 |
|
|
2020
Q4 | $1.82M | Buy |
9,511
+882
| +10% | +$149K | 0.07% | 248 |
|
|
2020
Q3 | $1.31M | Sell |
8,629
-260
| -3% | -$40.7K | 0.07% | 252 |
|
|
2020
Q2 | $1.21M | Buy |
8,889
+1,182
| +15% | +$160K | 0.07% | 259 |
|
|
2020
Q1 | $825K | Buy |
7,707
+4,279
| +125% | +$611K | 0.06% | 279 |
|
|
2019
Q4 | $529K | Buy |
3,428
+204
| +6% | +$29.8K | 0.03% | 423 |
|
|
2019
Q3 | $477K | Buy |
3,224
+76
| +2% | +$11.8K | 0.03% | 416 |
|
|
2019
Q2 | $515K | Buy |
3,148
+280
| +10% | +$39.3K | 0.03% | 394 |
|
|
2019
Q1 | $412K | Buy |
2,868
+124
| +5% | +$16.5K | 0.03% | 451 |
|
|
2018
Q4 | $312K | Buy |
2,744
+1,072
| +64% | +$130K | 0.02% | 476 |
|
|
2018
Q3 | $216K | Buy |
1,672
+365
| +28% | +$43.8K | 0.01% | 614 |
|
|
2018
Q2 | $130K | Buy |
1,307
+124
| +10% | +$12.4K | 0.01% | 703 |
|
|
2018
Q1 | $116K | Buy |
1,183
+162
| +16% | +$16.4K | 0.01% | 699 |
|
|
2017
Q4 | $99K | Buy |
+1,021
| New | +$104K | 0.01% | 744 |
|
Other funds holding IQV
VCM
VPM
Geneos Wealth Management's IQV Position: Q1 2026 in Review
Geneos Wealth Management reduced its IQVIA (IQV) stake by 5.4% in Q1 2026, selling an estimated $82.7K and leaving 7,427 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #454.
Geneos Wealth Management first reported a position in IQV in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.24M in Q1 2025. 1,066 funds tracked by Wall St. Rank hold IQV as of Q1 2026.
- Geneos Wealth Management held 7,427 shares of IQVIA worth $1.27M as of Q1 2026.
- Geneos Wealth Management sold 424 IQVIA shares in Q1 2026, an estimated $82.7K.
- IQVIA made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #454 holding.
- Geneos Wealth Management first reported a position in IQVIA in Q4 2017 and has held it in 34 quarters since.
- Geneos Wealth Management's IQVIA position peaked at $3.24M in Q1 2025.
- 1,066 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.