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Geneos Wealth Management’s OSI Systems OSIS Stock Holding History

Geneos Wealth Management’s Portfolio OSIS Stock Details OSIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15
Closed -$3.83K – 2540
2025
Q4 		$3.83K Buy
+15
New +$3.92K ﹤0.01% 2211
2025
Q3 		– Sell
-14
Closed -$3.15K – 2977
2025
Q2 		$3.15K Sell
14
-1
-7% -$213 ﹤0.01% 2707
2025
Q1 		$2.92K Buy
+15
New +$2.86K ﹤0.01% 2666

Other funds holding OSIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Geneos Wealth Management sold out of OSI Systems (OSIS) in Q1 2026, closing a stake of 15 shares — an estimated $3.83K sold.

Geneos Wealth Management first reported a position in OSIS in Q1 2025 and held it in 3 quarters. The position peaked at $3.83K in Q4 2025. 368 funds tracked by Wall St. Rank hold OSIS as of Q1 2026.

  • Geneos Wealth Management reported no remaining OSI Systems position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 15 OSI Systems shares in Q1 2026, an estimated $3.83K.
  • Geneos Wealth Management first reported a position in OSI Systems in Q1 2025 and held it in 3 quarters.
  • Geneos Wealth Management's OSI Systems position peaked at $3.83K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held OSI Systems as of Q1 2026.

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