GWM
NOW icon

Geneos Wealth Management’s ServiceNow NOW Stock Holding History

Geneos Wealth Management’s Portfolio NOW Stock Details NOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.9K Buy
674
+495
+277% +$49K ﹤0.01% 1362
2026
Q1 		$18.7K Buy
179
+59
+49% +$6.94K ﹤0.01% 1796
2025
Q4 		$18.4K Sell
120
-60
-33% -$10.3K ﹤0.01% 1759
2025
Q3 		$33.1K Sell
180
-3,765
-95% -$703K ﹤0.01% 1529
2025
Q2 		$811K Buy
3,945
+145
+4% +$27.4K 0.02% 585
2025
Q1 		$605K Buy
3,800
+940
+33% +$181K 0.02% 568
2024
Q4 		$606K Buy
2,860
+690
+32% +$140K 0.02% 540
2024
Q3 		$388K Buy
2,170
+2,080
+2,311% +$342K 0.01% 613
2024
Q2 		$14.2K Buy
90
+35
+64% +$5.14K ﹤0.01% 1452
2024
Q1 		$8.39K Buy
55
+10
+22% +$1.51K ﹤0.01% 1585
2023
Q4 		$6.36K Sell
45
-170
-79% -$21.4K ﹤0.01% 1666
2023
Q3 		$24K Buy
215
+120
+126% +$13.7K ﹤0.01% 1311
2023
Q2 		$10.7K Buy
+95
New +$9.5K ﹤0.01% 1564
2021
Q2 		– Sell
-1,860
Closed -$188K – 3030
2021
Q1 		$188K Buy
+1,860
New +$196K 0.01% 986
2020
Q4 		– Sell
-365
Closed -$35K – 2963
2020
Q3 		$35K Sell
365
-1,000
-73% -$89.3K ﹤0.01% 1396
2020
Q2 		$109K Buy
1,365
+500
+58% +$35.3K 0.01% 884
2020
Q1 		$47K Hold
865
– – ﹤0.01% 1138
2019
Q4 		$49K Hold
865
– – ﹤0.01% 1267
2019
Q3 		$43K Hold
865
– – ﹤0.01% 1266
2019
Q2 		$47K Buy
865
+500
+137% +$26.3K ﹤0.01% 1224
2019
Q1 		$17K Hold
365
– – ﹤0.01% 1643
2018
Q4 		$13K Sell
365
-440
-55% -$15.6K ﹤0.01% 1695
2018
Q3 		$31K Buy
805
+500
+164% +$18.9K ﹤0.01% 1393
2018
Q2 		$10K Buy
+305
New +$10.6K ﹤0.01% 1725
2017
Q1 		– Sell
-180
Closed -$2K – 2112
2016
Q4 		$2K Hold
180
– – ﹤0.01% 1884
2016
Q3 		$2K Buy
+180
New +$2.65K ﹤0.01% 1796

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Geneos Wealth Management increased its ServiceNow (NOW) stake by 277% in Q2 2026, buying an estimated $49K and bringing the position to 674 shares worth $66.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Geneos Wealth Management first reported a position in NOW in Q3 2016 and has held it in 26 quarters since. The position peaked at $811K in Q2 2025. 2,242 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Geneos Wealth Management held 674 shares of ServiceNow worth $66.9K as of Q2 2026.
  • Geneos Wealth Management bought 495 ServiceNow shares in Q2 2026, an estimated $49K.
  • ServiceNow made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1362 holding.
  • Geneos Wealth Management first reported a position in ServiceNow in Q3 2016 and has held it in 26 quarters since.
  • Geneos Wealth Management's ServiceNow position peaked at $811K in Q2 2025.
  • 2,242 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

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