Geneos Wealth Management’s ORIX IX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.66K	Hold	70	–	–	﹤0.01%	2288
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 -24	-1%	-$493	﹤0.01%	1613
2025 Q1	$43.5K	Buy	2,080 +1,845	+785%	+$38.7K	﹤0.01%	1561
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Geneos Wealth Management's IX Position: Q2 2026 in Review

Geneos Wealth Management held its ORIX (IX) position steady in Q2 2026 at 70 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Geneos Wealth Management first reported a position in IX in Q1 2022 and has held it in 12 quarters since. The position peaked at $46.3K in Q2 2025. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Geneos Wealth Management held 70 shares of ORIX worth $2.66K as of Q2 2026.
Geneos Wealth Management left its ORIX share count unchanged in Q2 2026.
ORIX made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2288 holding.
Geneos Wealth Management first reported a position in ORIX in Q1 2022 and has held it in 12 quarters since.
Geneos Wealth Management's ORIX position peaked at $46.3K in Q2 2025.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.