GWM
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Geneos Wealth Management’s Cloudflare NET Stock Holding History

Geneos Wealth Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.28M Buy
9,315
+77
+0.8% +$16.8K 0.05% 355
2026
Q1 		$1.91M Sell
9,238
-1,387
-13% -$264K 0.04% 365
2025
Q4 		$2.09M Sell
10,625
-849
-7% -$180K 0.05% 344
2025
Q3 		$2.46M Sell
11,474
-662
-5% -$135K 0.06% 313
2025
Q2 		$2.38M Sell
12,136
-2,976
-20% -$432K 0.06% 340
2025
Q1 		$1.7M Buy
15,112
+2,540
+20% +$337K 0.06% 336
2024
Q4 		$1.35M Sell
12,572
-43
-0.3% -$4.2K 0.05% 350
2024
Q3 		$1.02M Sell
12,615
-1,794
-12% -$144K 0.04% 407
2024
Q2 		$1.19M Buy
14,409
+952
+7% +$76.8K 0.05% 331
2024
Q1 		$1.3M Buy
13,457
+1,583
+13% +$143K 0.06% 310
2023
Q4 		$989K Buy
11,874
+391
+3% +$27.3K 0.05% 323
2023
Q3 		$724K Buy
11,483
+5
+0% +$320 0.04% 376
2023
Q2 		$750K Sell
11,478
-159
-1% -$9.49K 0.04% 373
2023
Q1 		$718K Buy
11,637
+3,719
+47% +$203K 0.04% 367
2022
Q4 		$358K Sell
7,918
-1,315
-14% -$65K 0.02% 487
2022
Q3 		$510K Sell
9,233
-567
-6% -$33.7K 0.04% 391
2022
Q2 		$449K Sell
9,800
-455
-4% -$32.8K 0.02% 525
2022
Q1 		$1.23M Buy
10,255
+152
+2% +$15.8K 0.05% 303
2021
Q4 		$1.33M Buy
10,103
+800
+9% +$134K 0.05% 328
2021
Q3 		$1.07M Buy
9,303
+3,683
+66% +$440K 0.04% 363
2021
Q2 		$595K Sell
5,620
-76
-1% -$6.29K 0.02% 520
2021
Q1 		$482K Buy
5,696
+4,286
+304% +$330K 0.01% 645
2020
Q4 		$81K Buy
1,410
+710
+101% +$46.5K ﹤0.01% 1226
2020
Q3 		$28K Buy
+700
New +$26.8K ﹤0.01% 1506

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management increased its Cloudflare (NET) stake by 0.83% in Q2 2026, buying an estimated $16.8K and bringing the position to 9,315 shares worth $2.28M. The position accounts for 0.05% of the portfolio, ranked #355.

Geneos Wealth Management first reported a position in NET in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.46M in Q3 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Geneos Wealth Management held 9,315 shares of Cloudflare worth $2.28M as of Q2 2026.
  • Geneos Wealth Management bought 77 Cloudflare shares in Q2 2026, an estimated $16.8K.
  • Cloudflare made up 0.05% of Geneos Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Geneos Wealth Management first reported a position in Cloudflare in Q3 2020 and has held it in 24 quarters since.
  • Geneos Wealth Management's Cloudflare position peaked at $2.46M in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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