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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
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 Sell
1,038
-647
-38% -$51K ﹤0.01% 1309
2025
Q1 		$139K Buy
1,685
+1,044
+163% +$91K ﹤0.01% 1393
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% -$2.73K ﹤0.01% 1146
2023
Q3 		$34.2K Hold
536
– – ﹤0.01% 1191
2023
Q2 		$35K Buy
536
+40
+8% +$2.37K ﹤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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geneos Wealth Management held its Ingersoll Rand (IR) position steady in Q1 2026 at 748 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Geneos Wealth Management first reported a position in IR in Q1 2020 and has held it in 25 quarters since. The position peaked at $139K in Q1 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Geneos Wealth Management held 748 shares of Ingersoll Rand worth $59.9K as of Q1 2026.
  • Geneos Wealth Management left its Ingersoll Rand share count unchanged in Q1 2026.
  • Ingersoll Rand made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1350 holding.
  • Geneos Wealth Management first reported a position in Ingersoll Rand in Q1 2020 and has held it in 25 quarters since.
  • Geneos Wealth Management's Ingersoll Rand position peaked at $139K in Q1 2025.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

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