GWM
KMX icon

Geneos Wealth Management’s CarMax KMX Stock Holding History

Geneos Wealth Management’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.4K Sell
2,077
-17,804
-90% -$779K ﹤0.01% 1219
2025
Q4 		$768K Buy
19,881
+1,016
+5% +$40.6K 0.02% 564
2025
Q3 		$846K Buy
18,865
+205
+1% +$12.2K 0.02% 528
2025
Q2 		$1.25M Sell
18,660
-16,444
-47% -$1.11M 0.03% 475
2025
Q1 		$2.74M Buy
35,104
+14,991
+75% +$1.2M 0.04% 414
2024
Q4 		$1.64M Buy
20,113
+1,120
+6% +$88K 0.06% 325
2024
Q3 		$1.47M Sell
18,993
-1,532
-7% -$121K 0.06% 330
2024
Q2 		$1.51M Buy
20,525
+2,124
+12% +$153K 0.07% 292
2024
Q1 		$1.6M Buy
18,401
+1,551
+9% +$117K 0.07% 281
2023
Q4 		$1.29M Buy
16,850
+260
+2% +$17.5K 0.06% 287
2023
Q3 		$1.17M Buy
16,590
+1,951
+13% +$160K 0.06% 292
2023
Q2 		$1.23M Buy
14,639
+6,794
+87% +$497K 0.06% 280
2023
Q1 		$504K Sell
7,845
-808
-9% -$54.1K 0.03% 441
2022
Q4 		$527K Sell
8,653
-32
-0.4% -$2.05K 0.03% 411
2022
Q3 		$573K Sell
8,685
-779
-8% -$71.2K 0.04% 368
2022
Q2 		$877K Sell
9,464
-351
-4% -$33K 0.04% 353
2022
Q1 		$946K Buy
9,815
+2,334
+31% +$251K 0.04% 372
2021
Q4 		$974K Buy
7,481
+1,229
+20% +$172K 0.04% 401
2021
Q3 		$795K Buy
6,252
+313
+5% +$41.7K 0.03% 449
2021
Q2 		$794K Sell
5,939
-223
-4% -$27.6K 0.03% 435
2021
Q1 		$821K Sell
6,162
-502
-8% -$61.1K 0.02% 486
2020
Q4 		$887K Buy
6,664
+750
+13% +$70.3K 0.04% 379
2020
Q3 		$558K Sell
5,914
-281
-5% -$28.1K 0.03% 401
2020
Q2 		$536K Buy
6,195
+117
+2% +$9.17K 0.03% 395
2020
Q1 		$358K Buy
6,078
+3,757
+162% +$318K 0.02% 443
2019
Q4 		$205K Buy
2,321
+149
+7% +$14K 0.01% 694
2019
Q3 		$190K Sell
2,172
-6
-0.3% -$515 0.01% 677
2019
Q2 		$192K Buy
2,178
+157
+8% +$12.3K 0.01% 682
2019
Q1 		$141K Buy
2,021
+147
+8% +$9.06K 0.01% 757
2018
Q4 		$117K Buy
1,874
+803
+75% +$53K 0.01% 786
2018
Q3 		$79K Buy
1,071
+237
+28% +$18.1K 0.01% 977
2018
Q2 		$60K Buy
834
+27
+3% +$1.8K ﹤0.01% 964
2018
Q1 		$49K Buy
807
+185
+30% +$12.1K ﹤0.01% 1002
2017
Q4 		$39K Sell
622
-46
-7% -$3.28K ﹤0.01% 1113
2017
Q3 		$50K Buy
668
+312
+88% +$20.8K 0.01% 942
2017
Q2 		$22K Buy
356
+165
+86% +$9.97K ﹤0.01% 1235
2017
Q1 		$11K Hold
191
– – ﹤0.01% 1450
2016
Q4 		$12K Buy
+191
New +$10.7K ﹤0.01% 1382
2016
Q2 		– Sell
-6,905
Closed -$357K – 1825
2016
Q1 		$357K Buy
+6,905
New +$326K 0.05% 302

Other funds holding KMX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geneos Wealth Management reduced its CarMax (KMX) stake by 90% in Q1 2026, selling an estimated $779K and leaving 2,077 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Geneos Wealth Management first reported a position in KMX in Q1 2016 and has held it in 39 quarters since. The position peaked at $2.74M in Q1 2025. 547 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

  • Geneos Wealth Management held 2,077 shares of CarMax worth $86.4K as of Q1 2026.
  • Geneos Wealth Management sold 17,804 CarMax shares in Q1 2026, an estimated $779K.
  • CarMax made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1219 holding.
  • Geneos Wealth Management first reported a position in CarMax in Q1 2016 and has held it in 39 quarters since.
  • Geneos Wealth Management's CarMax position peaked at $2.74M in Q1 2025.
  • 547 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

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