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Geneos Wealth Management’s Logitech LOGI Stock Holding History

Geneos Wealth Management’s Portfolio LOGI Stock Details LOGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26
Closed -$2.61K – 2528
2025
Q4 		$2.61K Buy
+26
New +$2.92K ﹤0.01% 2281
2025
Q3 		– Sell
-76
Closed -$6.85K – 2886
2025
Q2 		$6.85K Sell
76
-134
-64% -$10.9K ﹤0.01% 2466
2025
Q1 		$17.7K Buy
210
+145
+223% +$13.6K ﹤0.01% 2377
2024
Q4 		$5.35K Hold
65
– – ﹤0.01% 2303
2024
Q3 		$5.83K Buy
+65
New +$5.78K ﹤0.01% 2026
2022
Q3 		– Sell
-130
Closed -$6K – 2337
2022
Q2 		$6K Sell
130
-39
-23% -$2.4K ﹤0.01% 2132
2022
Q1 		$12K Buy
169
+39
+30% +$3.02K ﹤0.01% 2011
2021
Q4 		$10K Buy
130
+1
+0.8% +$83 ﹤0.01% 2180
2021
Q3 		$11K Hold
129
– – ﹤0.01% 2186
2021
Q2 		$15K Sell
129
-7,453
-98% -$872K ﹤0.01% 2053
2021
Q1 		$840K Buy
7,582
+934
+14% +$98.3K 0.02% 474
2020
Q4 		$13K Buy
6,648
+6,427
+2,908% +$555K ﹤0.01% 2114
2020
Q3 		$16K Buy
221
+21
+11% +$1.5K ﹤0.01% 1756
2020
Q2 		$12K Buy
+200
New +$10.7K ﹤0.01% 1838
2017
Q4 		– Sell
-1,000
Closed -$36K – 2195
2017
Q3 		$36K Hold
1,000
– – ﹤0.01% 1098
2017
Q2 		$36K Buy
+1,000
New +$34.7K ﹤0.01% 1060

Other funds holding LOGI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geneos Wealth Management sold out of Logitech (LOGI) in Q1 2026, closing a stake of 26 shares — an estimated $2.61K sold.

Geneos Wealth Management first reported a position in LOGI in Q2 2017 and held it in 16 quarters. The position peaked at $840K in Q1 2021. 369 funds tracked by Wall St. Rank hold LOGI as of Q1 2026.

  • Geneos Wealth Management reported no remaining Logitech position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 26 Logitech shares in Q1 2026, an estimated $2.61K.
  • Geneos Wealth Management first reported a position in Logitech in Q2 2017 and held it in 16 quarters.
  • Geneos Wealth Management's Logitech position peaked at $840K in Q1 2021.
  • 369 funds tracked by Wall St. Rank held Logitech as of Q1 2026.

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