Geneos Wealth Management’s Iron Mountain IRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.74K	Hold	66	–	–	﹤0.01%	2093
2025 Q4	$5.47K	Hold	66	–	–	﹤0.01%	2117
2025 Q3	$6.73K	Sell	66 -2,333	-97%	-$225K	﹤0.01%	2075
2025 Q2	$246K	Buy	2,399 +307	+15%	+$28.9K	0.01%	918
2025 Q1	$180K	Buy	2,092 +950	+83%	+$91.5K	﹤0.01%	1276
2024 Q4	$120K	Sell	1,142 -20	-2%	-$2.35K	﹤0.01%	1003
2024 Q3	$138K	Sell	1,162 -469	-29%	-$50.2K	0.01%	870
2024 Q2	$146K	Sell	1,631 -3,050	-65%	-$247K	0.01%	781
2024 Q1	$375K	Buy	4,681 +3,102	+196%	+$225K	0.02%	556
2023 Q4	$110K	Sell	1,579 -3,940	-71%	-$247K	0.01%	809
2023 Q3	$328K	Sell	5,519 -5	-0.1%	-$306	0.02%	555
2023 Q2	$314K	Buy	5,524 +3,287	+147%	+$180K	0.02%	579
2023 Q1	$118K	Sell	2,237 -2,875	-56%	-$151K	0.01%	791
2022 Q4	$255K	Sell	5,112 -9,912	-66%	-$500K	0.02%	580
2022 Q3	$660K	Sell	15,024 -1,827	-11%	-$92.3K	0.05%	331
2022 Q2	$831K	Sell	16,851 -511	-3%	-$26.9K	0.04%	371
2022 Q1	$962K	Sell	17,362 -286	-2%	-$13.6K	0.04%	368
2021 Q4	$923K	Buy	17,648 +954	+6%	+$45.1K	0.04%	422
2021 Q3	$734K	Buy	16,694 +1,231	+8%	+$55.4K	0.03%	471
2021 Q2	$661K	Sell	15,463 -1,564	-9%	-$65.6K	0.03%	484
2021 Q1	$693K	Sell	17,027 -3,428	-17%	-$115K	0.02%	538
2020 Q4	$760K	Buy	20,455 +8,255	+68%	+$229K	0.03%	431
2020 Q3	$323K	Hold	12,200	–	–	0.02%	536
2020 Q2	$300K	Buy	12,200 +180	+1%	+$4.54K	0.02%	550
2020 Q1	$292K	Sell	12,020 -50	-0.4%	-$1.51K	0.02%	504
2019 Q4	$383K	Buy	12,070 +8,139	+207%	+$267K	0.02%	500
2019 Q3	$126K	Buy	3,931 +2,052	+109%	+$64.5K	0.01%	814
2019 Q2	$58K	Sell	1,879 -345	-16%	-$11.3K	﹤0.01%	1113
2019 Q1	$78K	Buy	2,224 +1,363	+158%	+$48.1K	0.01%	955
2018 Q4	$27K	Buy	861 +61	+8%	+$2K	﹤0.01%	1371
2018 Q3	$27K	Hold	800	–	–	﹤0.01%	1449
2018 Q2	$28K	Hold	800	–	–	﹤0.01%	1310
2018 Q1	$26K	Hold	800	–	–	﹤0.01%	1277
2017 Q4	$30K	Hold	800	–	–	﹤0.01%	1234
2017 Q3	$31K	Hold	800	–	–	﹤0.01%	1155
2017 Q2	$27K	Sell	800 -40	-5%	-$1.4K	﹤0.01%	1160
2017 Q1	$29K	Hold	840	–	–	﹤0.01%	1099
2016 Q4	$27K	Buy	840 +40	+5%	+$1.33K	﹤0.01%	1062
2016 Q3	$30K	Hold	800	–	–	﹤0.01%	988
2016 Q2	$31K	Hold	800	–	–	﹤0.01%	974
2016 Q1	$26K	Buy	+800	New	+$23K	﹤0.01%	1010

Other funds holding IRM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geneos Wealth Management held its Iron Mountain (IRM) position steady in Q1 2026 at 66 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Geneos Wealth Management first reported a position in IRM in Q1 2016 and has held it in 41 quarters since. The position peaked at $962K in Q1 2022. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Geneos Wealth Management held 66 shares of Iron Mountain worth $6.74K as of Q1 2026.
Geneos Wealth Management left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2093 holding.
Geneos Wealth Management first reported a position in Iron Mountain in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's Iron Mountain position peaked at $962K in Q1 2022.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

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