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Geneos Wealth Management’s Monster Beverage MNST Stock Holding History

Geneos Wealth Management’s Portfolio MNST Stock Details MNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.1K Hold
402
– – ﹤0.01% 1634
2025
Q4 		$30.8K Sell
402
-308
-43% -$22.1K ﹤0.01% 1572
2025
Q3 		$47.8K Sell
710
-8
-1% -$499 ﹤0.01% 1402
2025
Q2 		$45K Sell
718
-866
-55% -$52.9K ﹤0.01% 1631
2025
Q1 		$92.7K Buy
1,584
+952
+151% +$49.6K ﹤0.01% 1607
2024
Q4 		$33.2K Buy
+632
New +$33.5K ﹤0.01% 1497
2022
Q1 		– Sell
-260
Closed -$12K – 2898
2021
Q4 		$12K Sell
260
-4,396
-94% -$195K ﹤0.01% 2106
2021
Q3 		$209K Hold
4,656
– – 0.01% 835
2021
Q2 		$211K Sell
4,656
-4,336
-48% -$203K 0.01% 815
2021
Q1 		$436K Buy
8,992
+348
+4% +$15.6K 0.01% 669
2020
Q4 		$213K Buy
8,644
+4,514
+109% +$190K 0.01% 803
2020
Q3 		$162K Hold
4,130
– – 0.01% 759
2020
Q2 		$140K Hold
4,130
– – 0.01% 780
2020
Q1 		$116K Sell
4,130
-102
-2% -$3.28K 0.01% 792
2019
Q4 		$134K Buy
4,232
+40
+1% +$1.18K 0.01% 838
2019
Q3 		$121K Hold
4,192
– – 0.01% 830
2019
Q2 		$133K Sell
4,192
-790
-16% -$23.8K 0.01% 803
2019
Q1 		$135K Buy
4,982
+98
+2% +$2.79K 0.01% 766
2018
Q4 		$119K Sell
4,884
-1,050
-18% -$28.5K 0.01% 779
2018
Q3 		$172K Hold
5,934
– – 0.01% 695
2018
Q2 		$170K Sell
5,934
-210
-3% -$5.67K 0.01% 606
2018
Q1 		$175K Sell
6,144
-400
-6% -$12.5K 0.02% 572
2017
Q4 		$207K Buy
6,544
+3,728
+132% +$112K 0.02% 526
2017
Q3 		$77K Hold
2,816
– – 0.01% 790
2017
Q2 		$69K Hold
2,816
– – 0.01% 815
2017
Q1 		$65K Sell
2,816
-30
-1% -$670 0.01% 799
2016
Q4 		$63K Buy
2,846
+200
+8% +$4.58K 0.01% 752
2016
Q3 		$64K Buy
2,646
+192
+8% +$4.98K 0.01% 726
2016
Q2 		$65K Buy
2,454
+780
+47% +$18.8K 0.01% 716
2016
Q1 		$37K Buy
+1,674
New +$37.3K 0.01% 890

Other funds holding MNST

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geneos Wealth Management held its Monster Beverage (MNST) position steady in Q1 2026 at 402 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Geneos Wealth Management first reported a position in MNST in Q1 2016 and has held it in 30 quarters since. The position peaked at $436K in Q1 2021. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Geneos Wealth Management held 402 shares of Monster Beverage worth $29.1K as of Q1 2026.
  • Geneos Wealth Management left its Monster Beverage share count unchanged in Q1 2026.
  • Monster Beverage made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1634 holding.
  • Geneos Wealth Management first reported a position in Monster Beverage in Q1 2016 and has held it in 30 quarters since.
  • Geneos Wealth Management's Monster Beverage position peaked at $436K in Q1 2021.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

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