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Geneos Wealth Management’s Medtronic MDT Stock Holding History

Geneos Wealth Management’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.1M Buy
70,386
+3,460
+5% +$331K 0.14% 173
2025
Q4 		$6.43M Sell
66,926
-624
-0.9% -$60.6K 0.16% 156
2025
Q3 		$6.43M Sell
67,550
-259
-0.4% -$23.8K 0.16% 156
2025
Q2 		$5.91M Sell
67,809
-52,617
-44% -$4.46M 0.14% 172
2025
Q1 		$10.8M Buy
120,426
+58,168
+93% +$5.21M 0.16% 159
2024
Q4 		$4.97M Buy
62,258
+4,224
+7% +$366K 0.17% 134
2024
Q3 		$5.22M Buy
58,034
+11,570
+25% +$973K 0.2% 118
2024
Q2 		$3.66M Sell
46,464
-12,096
-21% -$992K 0.16% 142
2024
Q1 		$5.1M Sell
58,560
-974
-2% -$83.1K 0.23% 109
2023
Q4 		$4.9M Sell
59,534
-17,131
-22% -$1.31M 0.24% 103
2023
Q3 		$6.01M Buy
76,665
+2,336
+3% +$196K 0.31% 74
2023
Q2 		$6.55M Buy
74,329
+13,435
+22% +$1.16M 0.34% 64
2023
Q1 		$4.91M Buy
60,894
+54,221
+813% +$4.42M 0.3% 83
2022
Q4 		$519K Buy
6,673
+667
+11% +$54.1K 0.03% 417
2022
Q3 		$485K Sell
6,006
-3,055
-34% -$275K 0.03% 407
2022
Q2 		$827K Buy
9,061
+154
+2% +$15.6K 0.04% 373
2022
Q1 		$988K Sell
8,907
-2,613
-23% -$276K 0.04% 358
2021
Q4 		$1.19M Sell
11,520
-236
-2% -$27.3K 0.05% 352
2021
Q3 		$1.5M Buy
11,756
+191
+2% +$24.7K 0.06% 299
2021
Q2 		$1.47M Sell
11,565
-15,704
-58% -$1.97M 0.06% 284
2021
Q1 		$3.57M Sell
27,269
-6
-0% -$703 0.1% 210
2020
Q4 		$2.31M Buy
27,275
+11,443
+72% +$1.26M 0.09% 213
2020
Q3 		$1.63M Buy
15,832
+1,133
+8% +$114K 0.08% 224
2020
Q2 		$1.3M Buy
14,699
+2,187
+17% +$210K 0.07% 247
2020
Q1 		$1.12M Sell
12,512
-88
-0.7% -$9.36K 0.08% 235
2019
Q4 		$1.43M Sell
12,600
-182
-1% -$20K 0.08% 249
2019
Q3 		$1.37M Sell
12,782
-158
-1% -$16.5K 0.08% 229
2019
Q2 		$1.26M Sell
12,940
-958
-7% -$87.5K 0.08% 234
2019
Q1 		$1.26M Buy
13,898
+653
+5% +$58.4K 0.08% 236
2018
Q4 		$1.18M Buy
13,245
+17
+0.1% +$1.59K 0.09% 226
2018
Q3 		$1.3M Buy
13,228
+3,765
+40% +$348K 0.09% 224
2018
Q2 		$810K Sell
9,463
-385
-4% -$32.2K 0.06% 257
2018
Q1 		$790K Buy
9,848
+3
+0% +$247 0.07% 244
2017
Q4 		$795K Sell
9,845
-588
-6% -$47.1K 0.07% 245
2017
Q3 		$811K Sell
10,433
-1,080
-9% -$89.7K 0.08% 227
2017
Q2 		$1.02M Buy
11,513
+138
+1% +$11.6K 0.1% 186
2017
Q1 		$916K Buy
11,375
+23
+0.2% +$1.8K 0.1% 185
2016
Q4 		$808K Buy
11,352
+505
+5% +$39.7K 0.11% 186
2016
Q3 		$937K Buy
10,847
+843
+8% +$73.5K 0.13% 168
2016
Q2 		$870K Sell
10,004
-205
-2% -$16.6K 0.13% 166
2016
Q1 		$769K Buy
+10,209
New +$769K 0.12% 173

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management increased its Medtronic (MDT) stake by 5.2% in Q1 2026, buying an estimated $331K and bringing the position to 70,386 shares worth $6.1M. The position accounts for 0.14% of the portfolio, ranked #173.

Geneos Wealth Management first reported a position in MDT in Q1 2016 and has held it in 41 quarters since. The position peaked at $10.8M in Q1 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Geneos Wealth Management held 70,386 shares of Medtronic worth $6.1M as of Q1 2026.
  • Geneos Wealth Management bought 3,460 Medtronic shares in Q1 2026, an estimated $331K.
  • Medtronic made up 0.14% of Geneos Wealth Management's portfolio in Q1 2026, its #173 holding.
  • Geneos Wealth Management first reported a position in Medtronic in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Medtronic position peaked at $10.8M in Q1 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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