Geneos Wealth Management’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.1K Hold
70
﹤0.01% 2313
2025
Q4
$2.04K Hold
70
﹤0.01% 2312
2025
Q3
$1.83K Sell
70
-1,986
-97% -$49.3K ﹤0.01% 2329
2025
Q2
$46.3K Sell
2,056
-2,059
-50% -$42.3K ﹤0.01% 1613
2025
Q1
$86K Buy
4,115
+3,880
+1,651% +$81.3K ﹤0.01% 1651
2024
Q4
$4.99K Hold
235
﹤0.01% 2335
2024
Q3
$5.45K Buy
235
+165
+236% +$3.88K ﹤0.01% 2049
2024
Q2
$1.56K Hold
70
﹤0.01% 1926
2024
Q1
$1.54K Hold
70
﹤0.01% 1938
2023
Q4
$1.31K Buy
+70
New +$1.27K ﹤0.01% 1983
2022
Q2
Sell
-65
Closed -$1K 2689
2022
Q1
$1K Buy
+65
New +$1.33K ﹤0.01% 2657

Other funds holding IX

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

Geneos Wealth Management held its ORIX (IX) position steady in Q1 2026 at 70 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Geneos Wealth Management first reported a position in IX in Q1 2022 and has held it in 11 quarters since. The position peaked at $86K in Q1 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Geneos Wealth Management held 70 shares of ORIX worth $2.1K as of Q1 2026.
  • Geneos Wealth Management left its ORIX share count unchanged in Q1 2026.
  • ORIX made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2313 holding.
  • Geneos Wealth Management first reported a position in ORIX in Q1 2022 and has held it in 11 quarters since.
  • Geneos Wealth Management's ORIX position peaked at $86K in Q1 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

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