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Geneos Wealth Management’s Linde LIN Stock Holding History

Geneos Wealth Management’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$258K Buy
497
+97
+24% +$49.1K 0.01% 914
2026
Q1 		$198K Sell
400
-16
-4% -$7.55K ﹤0.01% 960
2025
Q4 		$177K Sell
416
-9
-2% -$3.85K ﹤0.01% 962
2025
Q3 		$202K Sell
425
-2,313
-84% -$1.1M 0.01% 902
2025
Q2 		$1.28M Sell
2,738
-4,184
-60% -$1.91M 0.03% 467
2025
Q1 		$3.22M Buy
6,922
+4,707
+213% +$2.12M 0.05% 377
2024
Q4 		$927K Buy
+2,215
New +$1.01M 0.03% 437
2023
Q1 		– Sell
-417
Closed -$136K – 2077
2022
Q4 		$136K Sell
417
-17
-4% -$5.33K 0.01% 751
2022
Q3 		$117K Sell
434
-2,028
-82% -$582K 0.01% 753
2022
Q2 		$702K Sell
2,462
-2
-0.1% -$625 0.03% 413
2022
Q1 		$787K Sell
2,464
-19
-0.8% -$5.87K 0.03% 422
2021
Q4 		$860K Sell
2,483
-300
-11% -$97.2K 0.03% 440
2021
Q3 		$828K Buy
2,783
+1
+0% +$304 0.03% 439
2021
Q2 		$811K Sell
2,782
-705
-20% -$206K 0.03% 426
2021
Q1 		$996K Sell
3,487
-890
-20% -$231K 0.03% 424
2020
Q4 		$845K Buy
4,377
+1,346
+44% +$330K 0.03% 399
2020
Q3 		$705K Sell
3,031
-176
-5% -$42.7K 0.04% 357
2020
Q2 		$663K Sell
3,207
-37
-1% -$7.14K 0.04% 360
2020
Q1 		$542K Sell
3,244
-155
-5% -$30.6K 0.04% 362
2019
Q4 		$721K Sell
3,399
-28
-0.8% -$5.64K 0.04% 360
2019
Q3 		$656K Hold
3,427
– – 0.04% 354
2019
Q2 		$688K Buy
3,427
+5
+0.1% +$935 0.04% 340
2019
Q1 		$602K Buy
3,422
+165
+5% +$27.4K 0.04% 356
2018
Q4 		$509K Buy
+3,257
New +$515K 0.04% 368

Other funds holding LIN

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geneos Wealth Management increased its Linde (LIN) stake by 24% in Q2 2026, buying an estimated $49.1K and bringing the position to 497 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #914.

Geneos Wealth Management first reported a position in LIN in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.22M in Q1 2025. 2,334 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Geneos Wealth Management held 497 shares of Linde worth $258K as of Q2 2026.
  • Geneos Wealth Management bought 97 Linde shares in Q2 2026, an estimated $49.1K.
  • Linde made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #914 holding.
  • Geneos Wealth Management first reported a position in Linde in Q4 2018 and has held it in 24 quarters since.
  • Geneos Wealth Management's Linde position peaked at $3.22M in Q1 2025.
  • 2,334 funds tracked by Wall St. Rank held Linde as of Q2 2026.

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