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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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.