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Geneos Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Geneos Wealth Management’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$886K Hold
9,600
– – 0.02% 538
2025
Q4 		$876K Buy
9,600
+30
+0.3% +$2.93K 0.02% 532
2025
Q3 		$1.03M Sell
9,570
-4,789
-33% -$481K 0.03% 482
2025
Q2 		$1.29M Sell
14,359
-5,126
-26% -$467K 0.03% 466
2025
Q1 		$2M Buy
19,485
+9,630
+98% +$838K 0.03% 488
2024
Q4 		$779K Sell
9,855
-165
-2% -$13.3K 0.03% 479
2024
Q3 		$769K Buy
10,020
+690
+7% +$50.7K 0.03% 458
2024
Q2 		$657K Buy
9,330
+105
+1% +$7.26K 0.03% 436
2024
Q1 		$694K Buy
9,225
+8,025
+669% +$561K 0.03% 420
2023
Q4 		$76K Sell
1,200
-75
-6% -$4.74K ﹤0.01% 926
2023
Q3 		$77.3K Hold
1,275
– – ﹤0.01% 951
2023
Q2 		$81.2K Hold
1,275
– – ﹤0.01% 936
2023
Q1 		$72.2K Buy
1,275
+105
+9% +$5.75K ﹤0.01% 951
2022
Q4 		$65.8K Sell
1,170
-450
-28% -$24.2K ﹤0.01% 955
2022
Q3 		$75K Sell
1,620
-750
-32% -$35K 0.01% 890
2022
Q2 		$100K Sell
2,370
-1,665
-41% -$71.6K ﹤0.01% 1009
2022
Q1 		$184K Hold
4,035
– – 0.01% 839
2021
Q4 		$189K Sell
4,035
-90
-2% -$3.9K 0.01% 896
2021
Q3 		$166K Buy
4,125
+90
+2% +$3.6K 0.01% 939
2021
Q2 		$156K Sell
4,035
-885
-18% -$31.7K 0.01% 963
2021
Q1 		$181K Buy
4,920
+165
+3% +$5.11K 0.01% 1008
2020
Q4 		$154K Sell
4,755
-30
-0.6% -$906 0.01% 937
2020
Q3 		$141K Sell
4,785
-120
-2% -$3.65K 0.01% 809
2020
Q2 		$135K Hold
4,905
– – 0.01% 793
2020
Q1 		$102K Hold
4,905
– – 0.01% 828
2019
Q4 		$142K Sell
4,905
-15,120
-76% -$433K 0.01% 815
2019
Q3 		$526K Buy
20,025
+705
+4% +$18.2K 0.03% 399
2019
Q2 		$483K Buy
19,320
+1,515
+9% +$38.4K 0.03% 412
2019
Q1 		$460K Buy
17,805
+1,020
+6% +$24.7K 0.03% 417
2018
Q4 		$382K Buy
16,785
+5,100
+44% +$116K 0.03% 432
2018
Q3 		$270K Buy
11,685
+1,680
+17% +$35.7K 0.02% 541
2018
Q2 		$182K Buy
10,005
+600
+6% +$10.4K 0.01% 588
2018
Q1 		$155K Buy
9,405
+900
+11% +$15.2K 0.01% 607
2017
Q4 		$136K Buy
8,505
+795
+10% +$11.8K 0.01% 651
2017
Q3 		$110K Buy
7,710
+2,610
+51% +$34.5K 0.01% 670
2017
Q2 		$74K Hold
5,100
– – 0.01% 786
2017
Q1 		$91K Sell
5,100
-135
-3% -$2.44K 0.01% 683
2016
Q4 		$97K Sell
5,235
-1,500
-22% -$27.4K 0.01% 626
2016
Q3 		$125K Buy
6,735
+135
+2% +$2.53K 0.02% 545
2016
Q2 		$120K Sell
6,600
-900
-12% -$15.9K 0.02% 548
2016
Q1 		$138K Buy
+7,500
New +$128K 0.02% 507

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management held its O'Reilly Automotive (ORLY) position steady in Q1 2026 at 9,600 shares worth $886K. The position accounts for 0.02% of the portfolio, ranked #538.

Geneos Wealth Management first reported a position in ORLY in Q1 2016 and has held it in 41 quarters since. The position peaked at $2M in Q1 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Geneos Wealth Management held 9,600 shares of O'Reilly Automotive worth $886K as of Q1 2026.
  • Geneos Wealth Management left its O'Reilly Automotive share count unchanged in Q1 2026.
  • O'Reilly Automotive made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #538 holding.
  • Geneos Wealth Management first reported a position in O'Reilly Automotive in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's O'Reilly Automotive position peaked at $2M in Q1 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

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