GWM
NVDA icon

Geneos Wealth Management’s NVIDIA NVDA Stock Holding History

Geneos Wealth Management’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.7M Sell
187,638
-8,345
-4% -$1.53M 0.76% 22
2025
Q4 		$36.6M Buy
195,983
+6,271
+3% +$1.17M 0.89% 15
2025
Q3 		$35.4M Sell
189,712
-70,186
-27% -$12.2M 0.9% 15
2025
Q2 		$41.1M Sell
259,898
-182,348
-41% -$22.9M 1% 10
2025
Q1 		$59.9M Buy
442,246
+219,304
+98% +$27.8M 0.86% 11
2024
Q4 		$29.9M Buy
222,942
+28,825
+15% +$3.97M 1.05% 12
2024
Q3 		$23.6M Buy
194,117
+44,968
+30% +$5.31M 0.9% 15
2024
Q2 		$18.4M Buy
149,149
+10,799
+8% +$1.09M 0.82% 23
2024
Q1 		$12.5M Buy
138,350
+1,920
+1% +$139K 0.57% 33
2023
Q4 		$6.76M Sell
136,430
-970
-0.7% -$45K 0.33% 65
2023
Q3 		$5.98M Buy
137,400
+10,430
+8% +$467K 0.31% 76
2023
Q2 		$5.37M Buy
126,970
+2,430
+2% +$80.7K 0.28% 87
2023
Q1 		$3.46M Sell
124,540
-38,970
-24% -$843K 0.21% 129
2022
Q4 		$2.39M Buy
163,510
+4,320
+3% +$63.4K 0.14% 161
2022
Q3 		$1.93M Sell
159,190
-176,190
-53% -$2.79M 0.13% 167
2022
Q2 		$4.87M Buy
335,380
+57,880
+21% +$1.09M 0.24% 103
2022
Q1 		$7.57M Buy
277,500
+57,410
+26% +$1.44M 0.33% 61
2021
Q4 		$6.47M Buy
220,090
+760
+0.3% +$20.9K 0.25% 92
2021
Q3 		$4.56M Sell
219,330
-1,110
-0.5% -$23K 0.17% 142
2021
Q2 		$4.52M Sell
220,440
-177,960
-45% -$2.85M 0.18% 134
2021
Q1 		$5.98M Sell
398,400
-31,960
-7% -$430K 0.17% 147
2020
Q4 		$3.78M Buy
430,360
+149,240
+53% +$2M 0.15% 156
2020
Q3 		$3.62M Buy
281,120
+44,000
+19% +$512K 0.19% 128
2020
Q2 		$2.17M Sell
237,120
-5,280
-2% -$42.7K 0.12% 177
2020
Q1 		$1.53M Sell
242,400
-12,960
-5% -$81.8K 0.1% 193
2019
Q4 		$1.51M Sell
255,360
-8,040
-3% -$41.8K 0.08% 240
2019
Q3 		$1.13M Sell
263,400
-14,080
-5% -$59.2K 0.07% 251
2019
Q2 		$1.14M Sell
277,480
-78,440
-22% -$325K 0.07% 250
2019
Q1 		$1.6M Buy
355,920
+92,320
+35% +$358K 0.11% 204
2018
Q4 		$880K Buy
263,600
+10,240
+4% +$49K 0.07% 268
2018
Q3 		$1.78M Buy
253,360
+19,320
+8% +$126K 0.12% 186
2018
Q2 		$1.39M Sell
234,040
-24,120
-9% -$147K 0.11% 185
2018
Q1 		$1.49M Buy
258,160
+33,640
+15% +$198K 0.13% 159
2017
Q4 		$1.09M Buy
224,520
+19,440
+9% +$96.6K 0.1% 195
2017
Q3 		$916K Buy
205,080
+5,280
+3% +$22K 0.09% 215
2017
Q2 		$722K Buy
199,800
+32,040
+19% +$102K 0.07% 234
2017
Q1 		$456K Buy
167,760
+29,160
+21% +$77.6K 0.05% 294
2016
Q4 		$369K Buy
138,600
+28,840
+26% +$60.3K 0.05% 318
2016
Q3 		$188K Buy
109,760
+440
+0.4% +$650 0.03% 457
2016
Q2 		$127K Buy
109,320
+4,000
+4% +$4.12K 0.02% 535
2016
Q1 		$95K Buy
+105,320
New +$80.3K 0.01% 602

Other funds holding NVDA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geneos Wealth Management reduced its NVIDIA (NVDA) stake by 4.3% in Q1 2026, selling an estimated $1.53M and leaving 187,638 shares worth $32.7M. The position accounts for 0.76% of the portfolio, ranked #22.

Geneos Wealth Management first reported a position in NVDA in Q1 2016 and has held it in 41 quarters since. The position peaked at $59.9M in Q1 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Geneos Wealth Management held 187,638 shares of NVIDIA worth $32.7M as of Q1 2026.
  • Geneos Wealth Management sold 8,345 NVIDIA shares in Q1 2026, an estimated $1.53M.
  • NVIDIA made up 0.76% of Geneos Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Geneos Wealth Management first reported a position in NVIDIA in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's NVIDIA position peaked at $59.9M in Q1 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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