Geneos Wealth Management’s Onto Innovation ONTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$616	Buy	+2	New	+$572	﹤0.01%	3159
2026 Q2	–	Sell	-103	Closed	-$21.1K	–	2522
2026 Q1	$21.1K	Buy	+103	New	+$21.1K	﹤0.01%	1743
2025 Q3	–	Sell	-9	Closed	-$908	–	2975
2025 Q2	$908	Sell	9 -7	-44%	-$748	﹤0.01%	3012
2025 Q1	$1.94K	Buy	16 +4	+33%	+$674	﹤0.01%	2775
2024 Q4	$2K	Sell	12 -1	-8%	-$183	﹤0.01%	2599
2024 Q3	$2.7K	Sell	13 -11	-46%	-$2.22K	﹤0.01%	2231
2024 Q2	$5.27K	Buy	+24	New	+$4.96K	﹤0.01%	1713

Other funds holding ONTO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Geneos Wealth Management's ONTO Position: Q3 2026 in Review

Geneos Wealth Management opened a new position in Onto Innovation (ONTO) in Q3 2026: 2 shares worth $616. The stake represents ﹤0.01% of the portfolio and ranks #3159 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in ONTO as recently as Q1 2026.

Geneos Wealth Management first reported a position in ONTO in Q2 2024 and has held it in 7 quarters since. The position peaked at $21.1K in Q1 2026. 409 funds tracked by Wall St. Rank hold ONTO as of Q3 2026.

Geneos Wealth Management held 2 shares of Onto Innovation worth $616 as of Q3 2026.
Onto Innovation was a new Geneos Wealth Management position in Q3 2026.
Onto Innovation made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #3159 holding.
Geneos Wealth Management first reported a position in Onto Innovation in Q2 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Onto Innovation position peaked at $21.1K in Q1 2026.
409 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.