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Geneos Wealth Management’s Kimberly-Clark KMB Stock Holding History

Geneos Wealth Management’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$605K Buy
5,509
+904
+20% +$89.6K 0.01% 677
2026
Q1 		$444K Buy
4,605
+350
+8% +$35.8K 0.01% 734
2025
Q4 		$429K Sell
4,255
-68
-2% -$7.44K 0.01% 709
2025
Q3 		$538K Sell
4,323
-414
-9% -$53.5K 0.01% 630
2025
Q2 		$611K Sell
4,737
-835
-15% -$113K 0.01% 653
2025
Q1 		$792K Buy
5,572
+3,467
+165% +$467K 0.01% 746
2024
Q4 		$276K Sell
2,105
-44
-2% -$6K 0.01% 734
2024
Q3 		$306K Sell
2,149
-129
-6% -$18.3K 0.01% 654
2024
Q2 		$315K Buy
2,278
+32
+1% +$4.27K 0.01% 595
2024
Q1 		$291K Sell
2,246
-23
-1% -$2.82K 0.01% 609
2023
Q4 		$276K Sell
2,269
-71
-3% -$8.58K 0.01% 597
2023
Q3 		$283K Buy
2,340
+173
+8% +$22.3K 0.01% 589
2023
Q2 		$299K Sell
2,167
-317
-13% -$44.1K 0.02% 591
2023
Q1 		$333K Buy
2,484
+158
+7% +$20.5K 0.02% 533
2022
Q4 		$316K Sell
2,326
-2,250
-49% -$286K 0.02% 514
2022
Q3 		$515K Sell
4,576
-9,270
-67% -$1.21M 0.04% 388
2022
Q2 		$1.89M Sell
13,846
-220
-2% -$29K 0.09% 219
2022
Q1 		$1.73M Sell
14,066
-2,163
-13% -$285K 0.07% 250
2021
Q4 		$2.32M Buy
16,229
+821
+5% +$111K 0.09% 229
2021
Q3 		$2.04M Sell
15,408
-695
-4% -$94.5K 0.08% 246
2021
Q2 		$2.16M Sell
16,103
-4,563
-22% -$609K 0.08% 228
2021
Q1 		$2.75M Sell
20,666
-2,493
-11% -$331K 0.08% 250
2020
Q4 		$2.66M Buy
23,159
+4,383
+23% +$614K 0.11% 199
2020
Q3 		$2.75M Sell
18,776
-756
-4% -$114K 0.14% 160
2020
Q2 		$2.67M Buy
19,532
+47
+0.2% +$6.49K 0.15% 149
2020
Q1 		$2.43M Buy
19,485
+179
+0.9% +$24.8K 0.16% 142
2019
Q4 		$2.67M Buy
19,306
+168
+0.9% +$22.7K 0.14% 169
2019
Q3 		$2.72M Sell
19,138
-355
-2% -$48.8K 0.16% 155
2019
Q2 		$2.6M Sell
19,493
-599
-3% -$77.2K 0.16% 152
2019
Q1 		$2.49M Sell
20,092
-38,055
-65% -$4.42M 0.16% 158
2018
Q4 		$6.59M Buy
58,147
+100
+0.2% +$11.1K 0.49% 42
2018
Q3 		$6.6M Sell
58,047
-347
-0.6% -$38.9K 0.44% 46
2018
Q2 		$6.16M Buy
58,394
+2,379
+4% +$247K 0.48% 47
2018
Q1 		$6.17M Buy
56,015
+2,408
+4% +$274K 0.54% 45
2017
Q4 		$6.47M Buy
53,607
+1,736
+3% +$202K 0.58% 37
2017
Q3 		$6.11M Buy
51,871
+2,538
+5% +$310K 0.61% 34
2017
Q2 		$6.39M Buy
49,333
+4,631
+10% +$603K 0.66% 34
2017
Q1 		$5.9M Buy
44,702
+29,464
+193% +$3.72M 0.61% 37
2016
Q4 		$1.74M Buy
15,238
+860
+6% +$99.8K 0.23% 107
2016
Q3 		$1.81M Buy
14,378
+3
+0% +$388 0.24% 103
2016
Q2 		$1.97M Sell
14,375
-15
-0.1% -$1.96K 0.29% 87
2016
Q1 		$1.96M Buy
+14,390
New +$1.87M 0.3% 83

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geneos Wealth Management increased its Kimberly-Clark (KMB) stake by 20% in Q2 2026, buying an estimated $89.6K and bringing the position to 5,509 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #677.

Geneos Wealth Management first reported a position in KMB in Q1 2016 and has held it in 42 quarters since. The position peaked at $6.6M in Q3 2018. 1,703 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Geneos Wealth Management held 5,509 shares of Kimberly-Clark worth $605K as of Q2 2026.
  • Geneos Wealth Management bought 904 Kimberly-Clark shares in Q2 2026, an estimated $89.6K.
  • Kimberly-Clark made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #677 holding.
  • Geneos Wealth Management first reported a position in Kimberly-Clark in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's Kimberly-Clark position peaked at $6.6M in Q3 2018.
  • 1,703 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

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