Geneos Wealth Management’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.29M | Sell |
32,287
-1,049
| -3% | -$43.1K | 0.03% | 451 |
|
|
2025
Q4 | $1.52M | Sell |
33,336
-99
| -0.3% | -$4.3K | 0.04% | 404 |
|
|
2025
Q3 | $1.42M | Buy |
33,435
+852
| +3% | +$32.9K | 0.04% | 409 |
|
|
2025
Q2 | $1.25M | Sell |
32,583
-8,971
| -22% | -$338K | 0.03% | 476 |
|
|
2025
Q1 | $1.63M | Buy |
41,554
+39,257
| +1,709% | +$1.44M | 0.02% | 535 |
|
|
2024
Q4 | $83.1K | Buy |
2,297
+14
| +0.6% | +$511 | ﹤0.01% | 1128 |
|
|
2024
Q3 | $80.9K | Buy |
2,283
+214
| +10% | +$7.24K | ﹤0.01% | 1033 |
|
|
2024
Q2 | $63.9K | Hold |
2,069
| – | – | ﹤0.01% | 992 |
|
|
2024
Q1 | $63.6K | Hold |
2,069
| – | – | ﹤0.01% | 985 |
|
|
2023
Q4 | $60.8K | Sell |
2,069
-1,582
| -43% | -$44.5K | ﹤0.01% | 1001 |
|
|
2023
Q3 | $98.4K | Hold |
3,651
| – | – | 0.01% | 874 |
|
|
2023
Q2 | $91.9K | Buy |
3,651
+1,600
| +78% | +$40.1K | ﹤0.01% | 900 |
|
|
2023
Q1 | $51.2K | Sell |
2,051
-1,600
| -44% | -$40.3K | ﹤0.01% | 1074 |
|
|
2022
Q4 | $88.2K | Hold |
3,651
| – | – | 0.01% | 862 |
|
|
2022
Q3 | $76K | Hold |
3,651
| – | – | 0.01% | 882 |
|
|
2022
Q2 | $82K | Buy |
3,651
+596
| +20% | +$13.8K | ﹤0.01% | 1089 |
|
|
2022
Q1 | $79K | Buy |
3,055
+4
| +0.1% | +$103 | ﹤0.01% | 1179 |
|
|
2021
Q4 | $74K | Hold |
3,051
| – | – | ﹤0.01% | 1297 |
|
|
2021
Q3 | $71K | Sell |
3,051
-104
| -3% | -$2.57K | ﹤0.01% | 1320 |
|
|
2021
Q2 | $79K | Buy |
3,155
+104
| +3% | +$2.61K | ﹤0.01% | 1259 |
|
|
2021
Q1 | $75K | Hold |
3,051
| – | – | ﹤0.01% | 1425 |
|
|
2020
Q4 | $67K | Hold |
3,051
| – | – | ﹤0.01% | 1318 |
|
|
2020
Q3 | $43K | Hold |
3,051
| – | – | ﹤0.01% | 1321 |
|
|
2020
Q2 | $48K | Hold |
3,051
| – | – | ﹤0.01% | 1229 |
|
|
2020
Q1 | $45K | Buy |
3,051
+1,200
| +65% | +$24.7K | ﹤0.01% | 1157 |
|
|
2019
Q4 | $41K | Hold |
1,851
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q3 | $43K | Hold |
1,851
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q2 | $41K | Buy |
1,851
+51
| +3% | +$1.12K | ﹤0.01% | 1296 |
|
|
2019
Q1 | $37K | Hold |
1,800
| – | – | ﹤0.01% | 1289 |
|
|
2018
Q4 | $36K | Hold |
1,800
| – | – | ﹤0.01% | 1252 |
|
|
2018
Q3 | $40K | Hold |
1,800
| – | – | ﹤0.01% | 1276 |
|
|
2018
Q2 | $35K | Hold |
1,800
| – | – | ﹤0.01% | 1209 |
|
|
2018
Q1 | $38K | Hold |
1,800
| – | – | ﹤0.01% | 1127 |
|
|
2017
Q4 | $38K | Hold |
1,800
| – | – | ﹤0.01% | 1129 |
|
|
2017
Q3 | $35K | Hold |
1,800
| – | – | ﹤0.01% | 1110 |
|
|
2017
Q2 | $35K | Hold |
1,800
| – | – | ﹤0.01% | 1077 |
|
|
2017
Q1 | $36K | Hold |
1,800
| – | – | ﹤0.01% | 1018 |
|
|
2016
Q4 | $34K | Buy |
1,800
+1,000
| +125% | +$18K | ﹤0.01% | 978 |
|
|
2016
Q3 | $14K | Hold |
800
| – | – | ﹤0.01% | 1259 |
|
|
2016
Q2 | $15K | Hold |
800
| – | – | ﹤0.01% | 1202 |
|
|
2016
Q1 | $14K | Buy |
+800
| New | +$14.4K | ﹤0.01% | 1199 |
|
Other funds holding ORI
VPM
VCM
Geneos Wealth Management's ORI Position: Q1 2026 in Review
Geneos Wealth Management reduced its Old Republic International (ORI) stake by 3.1% in Q1 2026, selling an estimated $43.1K and leaving 32,287 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #451.
Geneos Wealth Management first reported a position in ORI in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.63M in Q1 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q1 2026.
- Geneos Wealth Management held 32,287 shares of Old Republic International worth $1.29M as of Q1 2026.
- Geneos Wealth Management sold 1,049 Old Republic International shares in Q1 2026, an estimated $43.1K.
- Old Republic International made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #451 holding.
- Geneos Wealth Management first reported a position in Old Republic International in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Old Republic International position peaked at $1.63M in Q1 2025.
- 653 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.