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Geneos Wealth Management’s Omnicom Group OMC Stock Holding History

Geneos Wealth Management’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$369K Buy
4,896
+642
+15% +$49.8K 0.01% 785
2025
Q4 		$343K Buy
4,254
+508
+14% +$38.8K 0.01% 772
2025
Q3 		$305K Buy
3,746
+156
+4% +$11.8K 0.01% 778
2025
Q2 		$258K Sell
3,590
-2,925
-45% -$216K 0.01% 908
2025
Q1 		$540K Buy
6,515
+3,992
+158% +$333K 0.01% 868
2024
Q4 		$217K Buy
2,523
+161
+7% +$16K 0.01% 809
2024
Q3 		$244K Buy
2,362
+367
+18% +$35.3K 0.01% 723
2024
Q2 		$179K Buy
1,995
+452
+29% +$42K 0.01% 732
2024
Q1 		$149K Buy
1,543
+359
+30% +$32.2K 0.01% 765
2023
Q4 		$102K Sell
1,184
-564
-32% -$44.5K 0.01% 834
2023
Q3 		$130K Buy
1,748
+74
+4% +$6.1K 0.01% 796
2023
Q2 		$159K Buy
1,674
+666
+66% +$61.8K 0.01% 736
2023
Q1 		$95.1K Sell
1,008
-467
-32% -$41.4K 0.01% 859
2022
Q4 		$120K Sell
1,475
-39
-3% -$2.9K 0.01% 777
2022
Q3 		$95K Buy
1,514
+39
+3% +$2.64K 0.01% 818
2022
Q2 		$94K Sell
1,475
-77
-5% -$5.7K ﹤0.01% 1030
2022
Q1 		$131K Buy
1,552
+107
+7% +$8.6K 0.01% 978
2021
Q4 		$105K Sell
1,445
-102
-7% -$7.25K ﹤0.01% 1145
2021
Q3 		$114K Buy
1,547
+94
+6% +$6.98K ﹤0.01% 1113
2021
Q2 		$117K Buy
1,453
+109
+8% +$8.86K ﹤0.01% 1104
2021
Q1 		$110K Buy
1,344
+48
+4% +$3.31K ﹤0.01% 1262
2020
Q4 		$97K Buy
1,296
+118
+10% +$6.75K ﹤0.01% 1158
2020
Q3 		$57K Buy
1,178
+9
+0.8% +$482 ﹤0.01% 1193
2020
Q2 		$61K Buy
1,169
+153
+15% +$8.32K ﹤0.01% 1134
2020
Q1 		$52K Sell
1,016
-1,003
-50% -$71.2K ﹤0.01% 1097
2019
Q4 		$163K Buy
2,019
+233
+13% +$18.3K 0.01% 775
2019
Q3 		$138K Buy
1,786
+120
+7% +$9.53K 0.01% 781
2019
Q2 		$138K Buy
1,666
+40
+2% +$3.16K 0.01% 794
2019
Q1 		$118K Sell
1,626
-22
-1% -$1.65K 0.01% 809
2018
Q4 		$119K Sell
1,648
-80
-5% -$5.93K 0.01% 780
2018
Q3 		$117K Buy
1,728
+805
+87% +$56.5K 0.01% 830
2018
Q2 		$70K Sell
923
-34
-4% -$2.51K 0.01% 910
2018
Q1 		$69K Buy
957
+467
+95% +$35K 0.01% 878
2017
Q4 		$35K Buy
490
+18
+4% +$1.29K ﹤0.01% 1162
2017
Q3 		$34K Buy
472
+135
+40% +$10.4K ﹤0.01% 1120
2017
Q2 		$27K Hold
337
– – ﹤0.01% 1163
2017
Q1 		$29K Buy
337
+281
+502% +$24K ﹤0.01% 1102
2016
Q4 		$4K Sell
56
-175
-76% -$14.7K ﹤0.01% 1697
2016
Q3 		$19K Buy
231
+24
+12% +$2.01K ﹤0.01% 1152
2016
Q2 		$16K Hold
207
– – ﹤0.01% 1187
2016
Q1 		$17K Buy
+207
New +$15.6K ﹤0.01% 1143

Other funds holding OMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management increased its Omnicom Group (OMC) stake by 15% in Q1 2026, buying an estimated $49.8K and bringing the position to 4,896 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #785.

Geneos Wealth Management first reported a position in OMC in Q1 2016 and has held it in 41 quarters since. The position peaked at $540K in Q1 2025. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Geneos Wealth Management held 4,896 shares of Omnicom Group worth $369K as of Q1 2026.
  • Geneos Wealth Management bought 642 Omnicom Group shares in Q1 2026, an estimated $49.8K.
  • Omnicom Group made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #785 holding.
  • Geneos Wealth Management first reported a position in Omnicom Group in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Omnicom Group position peaked at $540K in Q1 2025.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

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