Geneos Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.12M | Buy |
3,720
+10
| +0.3% | +$1.99K | 0.02% | 515 |
|
|
2026
Q1 | $546K | Sell |
3,710
-410
| -10% | -$60K | 0.01% | 670 |
|
|
2025
Q4 | $501K | Buy |
4,120
+20
| +0.5% | +$2.35K | 0.01% | 660 |
|
|
2025
Q3 | $442K | Sell |
4,100
-5,470
| -57% | -$510K | 0.01% | 687 |
|
|
2025
Q2 | $857K | Buy |
9,570
+1,120
| +13% | +$84.3K | 0.02% | 570 |
|
|
2025
Q1 | $574K | Sell |
8,450
-77,470
| -90% | -$5.58M | 0.02% | 583 |
|
|
2024
Q4 | $5.41M | Buy |
85,920
+450
| +0.5% | +$30.4K | 0.19% | 122 |
|
|
2024
Q3 | $6.62M | Buy |
85,470
+540
| +0.6% | +$42.4K | 0.25% | 93 |
|
|
2024
Q2 | $7M | Sell |
84,930
-4,100
| -5% | -$303K | 0.31% | 75 |
|
|
2024
Q1 | $6.22M | Sell |
89,030
-10,930
| -11% | -$702K | 0.28% | 79 |
|
|
2023
Q4 | $5.81M | Sell |
99,960
-16,580
| -14% | -$863K | 0.29% | 80 |
|
|
2023
Q3 | $5.35M | Buy |
116,540
+3,070
| +3% | +$147K | 0.28% | 90 |
|
|
2023
Q2 | $5.5M | Buy |
113,470
+23,360
| +26% | +$976K | 0.29% | 84 |
|
|
2023
Q1 | $3.6M | Sell |
90,110
-25,670
| -22% | -$1.01M | 0.22% | 120 |
|
|
2022
Q4 | $4.37M | Sell |
115,780
-35,840
| -24% | -$1.25M | 0.26% | 103 |
|
|
2022
Q3 | $4.59M | Buy |
151,620
+390
| +0.3% | +$13.5K | 0.32% | 75 |
|
|
2022
Q2 | $4.48M | Buy |
151,230
+5,690
| +4% | +$191K | 0.22% | 109 |
|
|
2022
Q1 | $5.33M | Sell |
145,540
-17,660
| -11% | -$660K | 0.23% | 103 |
|
|
2021
Q4 | $7.02M | Buy |
163,200
+650
| +0.4% | +$25.1K | 0.27% | 83 |
|
|
2021
Q3 | $5.45M | Buy |
162,550
+13,830
| +9% | +$462K | 0.21% | 112 |
|
|
2021
Q2 | $4.64M | Buy |
148,720
+147,860
| +17,193% | +$4.74M | 0.18% | 132 |
|
|
2021
Q1 | $27K | Buy |
860
+50
| +6% | +$1.51K | ﹤0.01% | 1920 |
|
|
2020
Q4 | $16K | Buy |
810
+530
| +189% | +$12.4K | ﹤0.01% | 2030 |
|
|
2020
Q3 | $5K | Hold |
280
| – | – | ﹤0.01% | 2177 |
|
|
2020
Q2 | $5K | Hold |
280
| – | – | ﹤0.01% | 2149 |
|
|
2020
Q1 | $3K | Sell |
280
-2,000
| -88% | -$32.2K | ﹤0.01% | 2174 |
|
|
2019
Q4 | $40K | Sell |
2,280
-100
| -4% | -$1.68K | ﹤0.01% | 1366 |
|
|
2019
Q3 | $37K | Hold |
2,380
| – | – | ﹤0.01% | 1323 |
|
|
2019
Q2 | $28K | Sell |
2,380
-980
| -29% | -$11.3K | ﹤0.01% | 1467 |
|
|
2019
Q1 | $40K | Buy |
3,360
+3,080
| +1,100% | +$33.1K | ﹤0.01% | 1246 |
|
|
2018
Q4 | $2K | Hold |
280
| – | – | ﹤0.01% | 2206 |
|
|
2018
Q3 | $2K | Hold |
280
| – | – | ﹤0.01% | 2259 |
|
|
2018
Q2 | $2K | Hold |
280
| – | – | ﹤0.01% | 2112 |
|
|
2018
Q1 | $3K | Hold |
280
| – | – | ﹤0.01% | 1961 |
|
|
2017
Q4 | $2K | Hold |
280
| – | – | ﹤0.01% | 2028 |
|
|
2017
Q3 | $2K | Hold |
280
| – | – | ﹤0.01% | 1980 |
|
|
2017
Q2 | $2K | Hold |
280
| – | – | ﹤0.01% | 1937 |
|
|
2017
Q1 | $2K | Hold |
280
| – | – | ﹤0.01% | 1897 |
|
|
2016
Q4 | $2K | Hold |
280
| – | – | ﹤0.01% | 1871 |
|
|
2016
Q3 | $1K | Hold |
280
| – | – | ﹤0.01% | 1893 |
|
|
2016
Q2 | $2K | Hold |
280
| – | – | ﹤0.01% | 1688 |
|
|
2016
Q1 | $2K | Buy |
+280
| New | +$1.88K | ﹤0.01% | 1667 |
|
Other funds holding KLAC
Geneos Wealth Management's KLAC Position: Q2 2026 in Review
Geneos Wealth Management increased its KLA (KLAC) stake by 0.27% in Q2 2026, buying an estimated $1.99K and bringing the position to 3,720 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #515.
Geneos Wealth Management first reported a position in KLAC in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.02M in Q4 2021. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.
- Geneos Wealth Management held 3,720 shares of KLA worth $1.12M as of Q2 2026.
- Geneos Wealth Management bought 10 KLA shares in Q2 2026, an estimated $1.99K.
- KLA made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #515 holding.
- Geneos Wealth Management first reported a position in KLA in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's KLA position peaked at $7.02M in Q4 2021.
- 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.