Geneos Wealth Management’s Option Care Health OPCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.1K	Buy	+2,200	New	+$51.2K	﹤0.01%	1498
2025 Q3	–	Sell	-294	Closed	-$9.55K	–	2976
2025 Q2	$9.55K	Sell	294 -30	-9%	-$969	﹤0.01%	2345
2025 Q1	$11.3K	Buy	324 +264	+440%	+$8.29K	﹤0.01%	2209
2024 Q4	$1.39K	Hold	60	–	–	﹤0.01%	2692
2024 Q3	$1.88K	Buy	+60	New	+$1.84K	﹤0.01%	2311
2023 Q4	–	Sell	-175	Closed	-$5.66K	–	2150
2023 Q3	$5.66K	Hold	175	–	–	﹤0.01%	1707
2023 Q2	$5.69K	Hold	175	–	–	﹤0.01%	1709
2023 Q1	$5.56K	Hold	175	–	–	﹤0.01%	1700
2022 Q4	$5.27K	Hold	175	–	–	﹤0.01%	1691
2022 Q3	$5K	Hold	175	–	–	﹤0.01%	1694
2022 Q2	$4K	Sell	175 -6	-3%	-$171	﹤0.01%	2266
2022 Q1	$5K	Buy	181 +6	+3%	+$151	﹤0.01%	2350
2021 Q4	$4K	Hold	175	–	–	﹤0.01%	2471
2021 Q3	$4K	Hold	175	–	–	﹤0.01%	2522
2021 Q2	$3K	Hold	175	–	–	﹤0.01%	2588
2021 Q1	$3K	Hold	175	–	–	﹤0.01%	2814
2020 Q4	$3K	Hold	175	–	–	﹤0.01%	2635
2020 Q3	$2K	Hold	175	–	–	﹤0.01%	2434
2020 Q2	$2K	Hold	175	–	–	﹤0.01%	2378
2020 Q1	$1K	Buy	+175	New	+$2.57K	﹤0.01%	2405

Other funds holding OPCH

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

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

Geneos Wealth Management opened a new position in Option Care Health (OPCH) in Q2 2026: 2,200 shares worth $46.1K. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in OPCH as recently as Q2 2025.

Geneos Wealth Management first reported a position in OPCH in Q1 2020 and has held it in 20 quarters since. 372 funds tracked by Wall St. Rank hold OPCH as of Q2 2026.

Geneos Wealth Management held 2,200 shares of Option Care Health worth $46.1K as of Q2 2026.
Option Care Health was a new Geneos Wealth Management position in Q2 2026.
Option Care Health made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1498 holding.
Geneos Wealth Management first reported a position in Option Care Health in Q1 2020 and has held it in 20 quarters since.
372 funds tracked by Wall St. Rank held Option Care Health as of Q2 2026.

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