Geneos Wealth Management’s Optical Cable Corp OCC Stock Holding History

Geneos Wealth Management’s Portfolio OCC Stock Details OCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.4K	Hold	828	–	–	﹤0.01%	1850
2026 Q1	$6.83K	Buy	828 +300	+57%	+$1.79K	﹤0.01%	2088
2025 Q4	$2.35K	Hold	528	–	–	﹤0.01%	2287
2025 Q3	$4.29K	Hold	528	–	–	﹤0.01%	2174
2025 Q2	$1.54K	Hold	528	–	–	﹤0.01%	2881
2025 Q1	$1.47K	Buy	528 +352	+200%	+$1.51K	﹤0.01%	3014
2024 Q4	$635	Buy	+176	New	+$435	﹤0.01%	2855
2023 Q4	–	Sell	-176	Closed	-$526	–	2148
2023 Q3	$526	Hold	176	–	–	﹤0.01%	2088
2023 Q2	$711	Hold	176	–	–	﹤0.01%	2045
2023 Q1	$757	Hold	176	–	–	﹤0.01%	2020
2022 Q4	$778	Hold	176	–	–	﹤0.01%	1993
2022 Q3	$0	Sell	176 -2,179	-93%	-$7.95K	﹤0.01%	2409
2022 Q2	$8K	Hold	2,355	–	–	﹤0.01%	2037
2022 Q1	$9K	Hold	2,355	–	–	﹤0.01%	2124
2021 Q4	$12K	Hold	2,355	–	–	﹤0.01%	2108
2021 Q3	$8K	Hold	2,355	–	–	﹤0.01%	2308
2021 Q2	$9K	Hold	2,355	–	–	﹤0.01%	2239
2021 Q1	$8K	Hold	2,355	–	–	﹤0.01%	2485
2020 Q4	$8K	Buy	+2,355	New	+$6.95K	﹤0.01%	2313
2018 Q4	–	Sell	-185	Closed	-$1K	–	2457
2018 Q3	$1K	Buy	+185	New	+$722	﹤0.01%	2364

Other funds holding OCC

GJL

Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management held its Optical Cable Corp (OCC) position steady in Q2 2026 at 828 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Geneos Wealth Management first reported a position in OCC in Q3 2018 and has held it in 20 quarters since. 42 funds tracked by Wall St. Rank hold OCC as of Q2 2026.

Geneos Wealth Management held 828 shares of Optical Cable Corp worth $17.4K as of Q2 2026.
Geneos Wealth Management left its Optical Cable Corp share count unchanged in Q2 2026.
Optical Cable Corp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1850 holding.
Geneos Wealth Management first reported a position in Optical Cable Corp in Q3 2018 and has held it in 20 quarters since.
42 funds tracked by Wall St. Rank held Optical Cable Corp as of Q2 2026.

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