Geneos Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Sell |
14,624
-1,838
| -11% | -$153K | 0.03% | 472 |
|
|
2025
Q4 | $1.42M | Sell |
16,462
-2,161
| -12% | -$189K | 0.03% | 416 |
|
|
2025
Q3 | $1.71M | Buy |
18,623
+3,601
| +24% | +$336K | 0.04% | 380 |
|
|
2025
Q2 | $1.5M | Sell |
15,022
-12,088
| -45% | -$1.29M | 0.04% | 433 |
|
|
2025
Q1 | $2.85M | Buy |
27,110
+16,644
| +159% | +$1.63M | 0.04% | 409 |
|
|
2024
Q4 | $825K | Buy |
10,466
+6,268
| +149% | +$486K | 0.03% | 462 |
|
|
2024
Q3 | $312K | Sell |
4,198
-5,540
| -57% | -$484K | 0.01% | 652 |
|
|
2024
Q2 | $912K | Buy |
9,738
+589
| +6% | +$55.8K | 0.04% | 378 |
|
|
2024
Q1 | $957K | Buy |
9,149
+6,412
| +234% | +$591K | 0.04% | 361 |
|
|
2023
Q4 | $248K | Sell |
2,737
-4,132
| -60% | -$315K | 0.01% | 619 |
|
|
2023
Q3 | $560K | Sell |
6,869
-419
| -6% | -$31.8K | 0.03% | 442 |
|
|
2023
Q2 | $505K | Buy |
7,288
+378
| +5% | +$28.7K | 0.03% | 460 |
|
|
2023
Q1 | $596K | Sell |
6,910
-295
| -4% | -$22.5K | 0.04% | 407 |
|
|
2022
Q4 | $492K | Buy |
7,205
+1,377
| +24% | +$78.6K | 0.03% | 426 |
|
|
2022
Q3 | $331K | Buy |
5,828
+721
| +14% | +$62K | 0.02% | 477 |
|
|
2022
Q2 | $490K | Buy |
5,107
+70
| +1% | +$7.56K | 0.02% | 501 |
|
|
2022
Q1 | $760K | Sell |
5,037
-2,603
| -34% | -$467K | 0.03% | 434 |
|
|
2021
Q4 | $1.71M | Buy |
7,640
+993
| +15% | +$237K | 0.07% | 278 |
|
|
2021
Q3 | $1.58M | Buy |
6,647
+2,516
| +61% | +$625K | 0.06% | 285 |
|
|
2021
Q2 | $1M | Buy |
4,131
+25
| +0.6% | +$6.03K | 0.04% | 366 |
|
|
2021
Q1 | $1.11M | Buy |
4,106
+1,336
| +48% | +$336K | 0.03% | 397 |
|
|
2020
Q4 | $588K | Sell |
2,770
-192
| -6% | -$45.6K | 0.02% | 494 |
|
|
2020
Q3 | $640K | Sell |
2,962
-10
| -0.3% | -$2.08K | 0.03% | 377 |
|
|
2020
Q2 | $604K | Sell |
2,972
-397
| -12% | -$67.4K | 0.03% | 374 |
|
|
2020
Q1 | $407K | Sell |
3,369
-300
| -8% | -$37.6K | 0.03% | 416 |
|
|
2019
Q4 | $439K | Buy |
3,669
+160
| +5% | +$18.4K | 0.02% | 464 |
|
|
2019
Q3 | $340K | Buy |
3,509
+647
| +23% | +$80.8K | 0.02% | 498 |
|
|
2019
Q2 | $353K | Sell |
2,862
-25
| -0.9% | -$2.71K | 0.02% | 508 |
|
|
2019
Q1 | $238K | Buy |
2,887
+180
| +7% | +$14.2K | 0.02% | 586 |
|
|
2018
Q4 | $166K | Hold |
2,707
| – | – | 0.01% | 657 |
|
|
2018
Q3 | $190K | Buy |
2,707
+200
| +8% | +$11.9K | 0.01% | 661 |
|
|
2018
Q2 | $126K | Buy |
2,507
+692
| +38% | +$32.9K | 0.01% | 711 |
|
|
2018
Q1 | $72K | Buy |
+1,815
| New | +$60.6K | 0.01% | 861 |
|
Other funds holding OKTA
VPM
VCM
Geneos Wealth Management's OKTA Position: Q1 2026 in Review
Geneos Wealth Management reduced its Okta (OKTA) stake by 11% in Q1 2026, selling an estimated $153K and leaving 14,624 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #472.
Geneos Wealth Management first reported a position in OKTA in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.85M in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.
- Geneos Wealth Management held 14,624 shares of Okta worth $1.15M as of Q1 2026.
- Geneos Wealth Management sold 1,838 Okta shares in Q1 2026, an estimated $153K.
- Okta made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #472 holding.
- Geneos Wealth Management first reported a position in Okta in Q1 2018 and has held it in 33 quarters since.
- Geneos Wealth Management's Okta position peaked at $2.85M in Q1 2025.
- 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.