Geneos Wealth Management’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $83K | Hold |
541
| – | – | ﹤0.01% | 1284 |
|
|
2026
Q1 | $79.6K | Hold |
541
| – | – | ﹤0.01% | 1246 |
|
|
2025
Q4 | $68K | Hold |
541
| – | – | ﹤0.01% | 1283 |
|
|
2025
Q3 | $70.2K | Sell |
541
-53
| -9% | -$7.03K | ﹤0.01% | 1249 |
|
|
2025
Q2 | $67.4K | Buy |
594
+140
| +31% | +$13.6K | ﹤0.01% | 1425 |
|
|
2025
Q1 | $42.7K | Buy |
454
+13
| +3% | +$1.3K | ﹤0.01% | 1571 |
|
|
2024
Q4 | $41.9K | Hold |
441
| – | – | ﹤0.01% | 1389 |
|
|
2024
Q3 | $44.2K | Buy |
441
+43
| +11% | +$4.48K | ﹤0.01% | 1244 |
|
|
2024
Q2 | $43.1K | Hold |
398
| – | – | ﹤0.01% | 1116 |
|
|
2024
Q1 | $49.6K | Hold |
398
| – | – | ﹤0.01% | 1068 |
|
|
2023
Q4 | $43.1K | Buy |
398
+8
| +2% | +$774 | ﹤0.01% | 1113 |
|
|
2023
Q3 | $37.2K | Hold |
390
| – | – | ﹤0.01% | 1163 |
|
|
2023
Q2 | $33.8K | Hold |
390
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q1 | $32.4K | Buy |
390
+54
| +16% | +$4.9K | ﹤0.01% | 1196 |
|
|
2022
Q4 | $29.6K | Hold |
336
| – | – | ﹤0.01% | 1225 |
|
|
2022
Q3 | $23K | Sell |
336
-1,321
| -80% | -$107K | ﹤0.01% | 1273 |
|
|
2022
Q2 | $135K | Sell |
1,657
-50
| -3% | -$4.59K | 0.01% | 896 |
|
|
2022
Q1 | $171K | Hold |
1,707
| – | – | 0.01% | 861 |
|
|
2021
Q4 | $192K | Buy |
1,707
+121
| +8% | +$13.2K | 0.01% | 887 |
|
|
2021
Q3 | $166K | Hold |
1,586
| – | – | 0.01% | 940 |
|
|
2021
Q2 | $197K | Sell |
1,586
-4,238
| -73% | -$536K | 0.01% | 847 |
|
|
2021
Q1 | $724K | Hold |
5,824
| – | – | 0.02% | 526 |
|
|
2020
Q4 | $130K | Buy |
5,824
+4,638
| +391% | +$369K | 0.01% | 1023 |
|
|
2020
Q3 | $85K | Hold |
1,186
| – | – | ﹤0.01% | 1014 |
|
|
2020
Q2 | $82K | Hold |
1,186
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q1 | $68K | Hold |
1,186
| – | – | ﹤0.01% | 991 |
|
|
2019
Q4 | $112K | Sell |
1,186
-409
| -26% | -$35.2K | 0.01% | 908 |
|
|
2019
Q3 | $119K | Hold |
1,595
| – | – | 0.01% | 834 |
|
|
2019
Q2 | $133K | Hold |
1,595
| – | – | 0.01% | 805 |
|
|
2019
Q1 | $119K | Hold |
1,595
| – | – | 0.01% | 806 |
|
|
2018
Q4 | $96K | Buy |
1,595
+100
| +7% | +$6.41K | 0.01% | 850 |
|
|
2018
Q3 | $106K | Hold |
1,495
| – | – | 0.01% | 863 |
|
|
2018
Q2 | $105K | Hold |
1,495
| – | – | 0.01% | 773 |
|
|
2018
Q1 | $115K | Buy |
1,495
+100
| +7% | +$8.52K | 0.01% | 705 |
|
|
2017
Q4 | $126K | Hold |
1,395
| – | – | 0.01% | 675 |
|
|
2017
Q3 | $115K | Hold |
1,395
| – | – | 0.01% | 660 |
|
|
2017
Q2 | $96K | Sell |
1,395
-28
| -2% | -$1.89K | 0.01% | 695 |
|
|
2017
Q1 | $97K | Hold |
1,423
| – | – | 0.01% | 667 |
|
|
2016
Q4 | $91K | Buy |
1,423
+28
| +2% | +$1.73K | 0.01% | 636 |
|
|
2016
Q3 | $78K | Hold |
1,395
| – | – | 0.01% | 662 |
|
|
2016
Q2 | $66K | Buy |
1,395
+50
| +4% | +$2.22K | 0.01% | 709 |
|
|
2016
Q1 | $53K | Buy |
+1,345
| New | +$47.6K | 0.01% | 779 |
|
Other funds holding OSK
GA
Geneos Wealth Management's OSK Position: Q2 2026 in Review
Geneos Wealth Management held its Oshkosh (OSK) position steady in Q2 2026 at 541 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.
Geneos Wealth Management first reported a position in OSK in Q1 2016 and has held it in 42 quarters since. The position peaked at $724K in Q1 2021. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.
- Geneos Wealth Management held 541 shares of Oshkosh worth $83K as of Q2 2026.
- Geneos Wealth Management left its Oshkosh share count unchanged in Q2 2026.
- Oshkosh made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1284 holding.
- Geneos Wealth Management first reported a position in Oshkosh in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Oshkosh position peaked at $724K in Q1 2021.
- 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.