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Geneos Wealth Management’s Manulife Financial MFC Stock Holding History

Geneos Wealth Management’s Portfolio MFC Stock Details MFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$162K Buy
3,992
+2,482
+164% +$96K ﹤0.01% 1064
2026
Q1 		$52K Sell
1,510
-309
-17% -$11.1K ﹤0.01% 1412
2025
Q4 		$66K Hold
1,819
– – ﹤0.01% 1293
2025
Q3 		$56.7K Sell
1,819
-7,034
-79% -$217K ﹤0.01% 1336
2025
Q2 		$283K Sell
8,853
-7,312
-45% -$225K 0.01% 877
2025
Q1 		$504K Buy
16,165
+15,391
+1,989% +$465K 0.01% 888
2024
Q4 		$23.8K Hold
774
– – ﹤0.01% 1645
2024
Q3 		$22.9K Hold
774
– – ﹤0.01% 1514
2024
Q2 		$20.6K Hold
774
– – ﹤0.01% 1344
2024
Q1 		$19.3K Sell
774
-110
-12% -$2.53K ﹤0.01% 1368
2023
Q4 		$19.5K Hold
884
– – ﹤0.01% 1362
2023
Q3 		$16.2K Sell
884
-62
-7% -$1.17K ﹤0.01% 1442
2023
Q2 		$17.9K Buy
946
+62
+7% +$1.18K ﹤0.01% 1416
2023
Q1 		$16.2K Buy
884
+282
+47% +$5.36K ﹤0.01% 1407
2022
Q4 		$10.7K Hold
602
– – ﹤0.01% 1510
2022
Q3 		$9K Sell
602
-5,520
-90% -$96.8K ﹤0.01% 1543
2022
Q2 		$107K Sell
6,122
-405
-6% -$7.66K 0.01% 988
2022
Q1 		$139K Sell
6,527
-183
-3% -$3.75K 0.01% 955
2021
Q4 		$127K Buy
6,710
+287
+4% +$5.56K ﹤0.01% 1076
2021
Q3 		$124K Buy
6,423
+2
+0% +$39 ﹤0.01% 1077
2021
Q2 		$127K Sell
6,421
-274
-4% -$5.74K 0.01% 1061
2021
Q1 		$146K Sell
6,695
-676
-9% -$13.5K ﹤0.01% 1116
2020
Q4 		$158K Buy
7,371
+950
+15% +$15.2K 0.01% 926
2020
Q3 		$88K Buy
6,421
+100
+2% +$1.43K ﹤0.01% 994
2020
Q2 		$82K Hold
6,321
– – ﹤0.01% 1009
2020
Q1 		$71K Sell
6,321
-397
-6% -$6.9K ﹤0.01% 970
2019
Q4 		$135K Sell
6,718
-119
-2% -$2.27K 0.01% 836
2019
Q3 		$124K Buy
6,837
+416
+6% +$7.35K 0.01% 819
2019
Q2 		$116K Sell
6,421
-288
-4% -$5.12K 0.01% 851
2019
Q1 		$113K Sell
6,709
-1,111
-14% -$18.1K 0.01% 820
2018
Q4 		$109K Sell
7,820
-1,000
-11% -$15.9K 0.01% 811
2018
Q3 		$157K Sell
8,820
-193
-2% -$3.51K 0.01% 731
2018
Q2 		$161K Buy
9,013
+568
+7% +$10.7K 0.01% 619
2018
Q1 		$156K Buy
8,445
+2,007
+31% +$40.2K 0.01% 605
2017
Q4 		$134K Sell
6,438
-1,420
-18% -$29.5K 0.01% 654
2017
Q3 		$159K Buy
7,858
+84
+1% +$1.67K 0.02% 575
2017
Q2 		$145K Buy
7,774
+700
+10% +$12.3K 0.01% 590
2017
Q1 		$125K Buy
7,074
+4
+0.1% +$74 0.01% 602
2016
Q4 		$125K Sell
7,070
-312
-4% -$5.08K 0.02% 558
2016
Q3 		$104K Buy
7,382
+1,427
+24% +$19.4K 0.01% 596
2016
Q2 		$81K Sell
5,955
-257
-4% -$3.66K 0.01% 648
2016
Q1 		$87K Buy
+6,212
New +$83.2K 0.01% 630

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Geneos Wealth Management increased its Manulife Financial (MFC) stake by 164% in Q2 2026, buying an estimated $96K and bringing the position to 3,992 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Geneos Wealth Management first reported a position in MFC in Q1 2016 and has held it in 42 quarters since. The position peaked at $504K in Q1 2025. 809 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Geneos Wealth Management held 3,992 shares of Manulife Financial worth $162K as of Q2 2026.
  • Geneos Wealth Management bought 2,482 Manulife Financial shares in Q2 2026, an estimated $96K.
  • Manulife Financial made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1064 holding.
  • Geneos Wealth Management first reported a position in Manulife Financial in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's Manulife Financial position peaked at $504K in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

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