GWM
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Geneos Wealth Management’s Jabil JBL Stock Holding History

Geneos Wealth Management’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.64K Buy
25
+20
+400% +$5.04K ﹤0.01% 2097
2025
Q4 		$1.14K Hold
5
– – ﹤0.01% 2396
2025
Q3 		$1.09K Sell
5
-550
-99% -$120K ﹤0.01% 2397
2025
Q2 		$121K Sell
555
-992
-64% -$161K ﹤0.01% 1172
2025
Q1 		$211K Buy
1,547
+1,159
+299% +$178K ﹤0.01% 1208
2024
Q4 		$55.8K Sell
388
-19
-5% -$2.49K ﹤0.01% 1270
2024
Q3 		$48.8K Buy
407
+402
+8,040% +$43.7K ﹤0.01% 1205
2024
Q2 		$544 Hold
5
– – ﹤0.01% 2046
2024
Q1 		$670 Hold
5
– – ﹤0.01% 2091
2023
Q4 		$637 Buy
+5
New +$637 ﹤0.01% 2067
2022
Q4 		– Sell
-150
Closed -$8K – 2057
2022
Q3 		$8K Buy
+150
New +$8.73K ﹤0.01% 1575
2021
Q4 		– Sell
-395
Closed -$23K – 2824
2021
Q3 		$23K Hold
395
– – ﹤0.01% 1846
2021
Q2 		$23K Sell
395
-300
-43% -$16.5K ﹤0.01% 1846
2021
Q1 		$36K Hold
695
– – ﹤0.01% 1799
2020
Q4 		$36K Buy
695
+295
+74% +$11.2K ﹤0.01% 1614
2020
Q3 		$13K Sell
400
-400
-50% -$13.4K ﹤0.01% 1856
2020
Q2 		$24K Hold
800
– – ﹤0.01% 1543
2020
Q1 		$19K Sell
800
-400
-33% -$14K ﹤0.01% 1533
2019
Q4 		$49K Hold
1,200
– – ﹤0.01% 1266
2019
Q3 		$42K Hold
1,200
– – ﹤0.01% 1274
2019
Q2 		$37K Sell
1,200
-600
-33% -$17.2K ﹤0.01% 1343
2019
Q1 		$47K Hold
1,800
– – ﹤0.01% 1176
2018
Q4 		$44K Hold
1,800
– – ﹤0.01% 1152
2018
Q3 		$48K Buy
1,800
+400
+29% +$11.5K ﹤0.01% 1188
2018
Q2 		$38K Sell
1,400
-600
-30% -$16.9K ﹤0.01% 1175
2018
Q1 		$57K Sell
2,000
-400
-17% -$10.9K 0.01% 949
2017
Q4 		$63K Buy
2,400
+2,000
+500% +$56.6K 0.01% 909
2017
Q3 		$11K Buy
+400
New +$12.1K ﹤0.01% 1545

Other funds holding JBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management increased its Jabil (JBL) stake by 400% in Q1 2026, buying an estimated $5.04K and bringing the position to 25 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Geneos Wealth Management first reported a position in JBL in Q3 2017 and has held it in 28 quarters since. The position peaked at $211K in Q1 2025. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Geneos Wealth Management held 25 shares of Jabil worth $6.64K as of Q1 2026.
  • Geneos Wealth Management bought 20 Jabil shares in Q1 2026, an estimated $5.04K.
  • Jabil made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2097 holding.
  • Geneos Wealth Management first reported a position in Jabil in Q3 2017 and has held it in 28 quarters since.
  • Geneos Wealth Management's Jabil position peaked at $211K in Q1 2025.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

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