GWM
OTIS icon

Geneos Wealth Management’s Otis Worldwide OTIS Stock Holding History

Geneos Wealth Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Sell
1,534
-50
-3% -$3.73K ﹤0.01% 1181
2026
Q1 		$122K Hold
1,584
– – ﹤0.01% 1114
2025
Q4 		$138K Sell
1,584
-33
-2% -$2.95K ﹤0.01% 1053
2025
Q3 		$148K Sell
1,617
-480
-23% -$43.6K ﹤0.01% 1001
2025
Q2 		$208K Buy
2,097
+583
+39% +$56.3K 0.01% 977
2025
Q1 		$156K Buy
1,514
+314
+26% +$30.7K 0.01% 1009
2024
Q4 		$111K Sell
1,200
-129
-10% -$12.9K ﹤0.01% 1032
2024
Q3 		$138K Buy
1,329
+221
+20% +$21.1K 0.01% 869
2024
Q2 		$107K Sell
1,108
-18
-2% -$1.74K ﹤0.01% 852
2024
Q1 		$112K Buy
1,126
+18
+2% +$1.66K 0.01% 827
2023
Q4 		$99.1K Sell
1,108
-104
-9% -$8.65K ﹤0.01% 842
2023
Q3 		$97.3K Sell
1,212
-21
-2% -$1.8K 0.01% 880
2023
Q2 		$110K Buy
1,233
+119
+11% +$10K 0.01% 851
2023
Q1 		$94K Sell
1,114
-44
-4% -$3.64K 0.01% 862
2022
Q4 		$90.7K Sell
1,158
-40
-3% -$2.95K 0.01% 853
2022
Q3 		$76K Sell
1,198
-1,594
-57% -$117K 0.01% 883
2022
Q2 		$200K Sell
2,792
-35
-1% -$2.58K 0.01% 747
2022
Q1 		$217K Sell
2,827
-131
-4% -$10.5K 0.01% 772
2021
Q4 		$257K Sell
2,958
-12
-0.4% -$1K 0.01% 774
2021
Q3 		$245K Sell
2,970
-2
-0.1% -$176 0.01% 779
2021
Q2 		$245K Sell
2,972
-296
-9% -$22.8K 0.01% 769
2021
Q1 		$254K Sell
3,268
-192
-6% -$12.6K 0.01% 871
2020
Q4 		$233K Buy
3,460
+70
+2% +$4.54K 0.01% 778
2020
Q3 		$208K Sell
3,390
-1,452
-30% -$88.8K 0.01% 679
2020
Q2 		$270K Buy
+4,842
New +$251K 0.02% 576

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geneos Wealth Management's OTIS Position: Q2 2026 in Review

Geneos Wealth Management reduced its Otis Worldwide (OTIS) stake by 3.2% in Q2 2026, selling an estimated $3.73K and leaving 1,534 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Geneos Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $270K in Q2 2020. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Geneos Wealth Management held 1,534 shares of Otis Worldwide worth $110K as of Q2 2026.
  • Geneos Wealth Management sold 50 Otis Worldwide shares in Q2 2026, an estimated $3.73K.
  • Otis Worldwide made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1181 holding.
  • Geneos Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Geneos Wealth Management's Otis Worldwide position peaked at $270K in Q2 2020.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.