GWM
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Geneos Wealth Management’s Oscar Health OSCR Stock Holding History

Geneos Wealth Management’s Portfolio OSCR Stock Details OSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$2.87K – 2539
2025
Q4 		$2.87K Hold
200
– – ﹤0.01% 2259
2025
Q3 		$3.79K Buy
+200
New +$3.3K ﹤0.01% 2205
2022
Q3 		– Sell
-315
Closed -$1K – 2422
2022
Q2 		$1K Hold
315
– – ﹤0.01% 2522
2022
Q1 		$3K Buy
+315
New +$2.34K ﹤0.01% 2482

Other funds holding OSCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of Oscar Health (OSCR) in Q1 2026, closing a stake of 200 shares — an estimated $2.87K sold.

Geneos Wealth Management first reported a position in OSCR in Q1 2022 and held it in 4 quarters. The position peaked at $3.79K in Q3 2025. 333 funds tracked by Wall St. Rank hold OSCR as of Q1 2026.

  • Geneos Wealth Management reported no remaining Oscar Health position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Oscar Health shares in Q1 2026, an estimated $2.87K.
  • Geneos Wealth Management first reported a position in Oscar Health in Q1 2022 and held it in 4 quarters.
  • Geneos Wealth Management's Oscar Health position peaked at $3.79K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Oscar Health as of Q1 2026.

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