Geneos Wealth Management
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Geneos Wealth Management’s Ingersoll Rand IR Stock Holding History

Geneos Wealth Management’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$59K Buy
786
+38
+5% +$3.02K ﹤0.01% 1599
2026
Q2 		$61.3K Hold
748
– – ﹤0.01% 1391
2026
Q1 		$59.9K Hold
748
– – ﹤0.01% 1350
2025
Q4 		$59.3K Hold
748
– – ﹤0.01% 1334
2025
Q3 		$61.8K Sell
748
-290
-28% -$23.8K ﹤0.01% 1296
2025
Q2 		$86.3K Buy
1,038
+346
+50% +$27.3K ﹤0.01% 1309
2025
Q1 		$55.4K Buy
692
+51
+8% +$4.44K ﹤0.01% 1432
2024
Q4 		$58K Buy
641
+4
+0.6% +$398 ﹤0.01% 1259
2024
Q3 		$62.5K Hold
637
– – ﹤0.01% 1115
2024
Q2 		$57.9K Hold
637
– – ﹤0.01% 1024
2024
Q1 		$60.5K Buy
637
+141
+28% +$12.1K ﹤0.01% 1001
2023
Q4 		$38.4K Sell
496
-40
-7% -$2.74K ﹤0.01% 1146
2023
Q3 		$34.2K Hold
536
– – ﹤0.01% 1191
2023
Q2 		$35K Buy
536
+40
+8% +$2.36K ﹤0.01% 1191
2023
Q1 		$28.9K Buy
496
+180
+57% +$10.1K ﹤0.01% 1237
2022
Q4 		$16.5K Sell
316
-169
-35% -$8.63K ﹤0.01% 1391
2022
Q3 		$20K Sell
485
-748
-61% -$35.2K ﹤0.01% 1325
2022
Q2 		$52K Sell
1,233
-72
-6% -$3.28K ﹤0.01% 1264
2022
Q1 		$65K Sell
1,305
-529
-29% -$28.3K ﹤0.01% 1260
2021
Q4 		$113K Sell
1,834
-37
-2% -$2.11K ﹤0.01% 1114
2021
Q3 		$95K Hold
1,871
– – ﹤0.01% 1192
2021
Q2 		$90K Hold
1,871
– – ﹤0.01% 1204
2021
Q1 		$92K Hold
1,871
– – ﹤0.01% 1338
2020
Q4 		$93K Buy
1,871
+190
+11% +$7.86K ﹤0.01% 1179
2020
Q3 		$59K Hold
1,681
– – ﹤0.01% 1178
2020
Q2 		$45K Sell
1,681
-70
-4% -$1.98K ﹤0.01% 1264
2020
Q1 		$39K Buy
+1,751
New +$55.6K ﹤0.01% 1221

Other funds holding IR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Geneos Wealth Management's IR Position: Q3 2026 in Review

Geneos Wealth Management increased its Ingersoll Rand (IR) stake by 5.1% in Q3 2026, buying an estimated $3.02K and bringing the position to 786 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Geneos Wealth Management first reported a position in IR in Q1 2020 and has held it in 27 quarters since. The position peaked at $113K in Q4 2021. 761 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Geneos Wealth Management held 786 shares of Ingersoll Rand worth $59K as of Q3 2026.
  • Geneos Wealth Management bought 38 Ingersoll Rand shares in Q3 2026, an estimated $3.02K.
  • Ingersoll Rand made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1599 holding.
  • Geneos Wealth Management first reported a position in Ingersoll Rand in Q1 2020 and has held it in 27 quarters since.
  • Geneos Wealth Management's Ingersoll Rand position peaked at $113K in Q4 2021.
  • 761 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.