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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
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 Sell
2,097
-2,114
-50% -$204K 0.01% 977
2025
Q1 		$435K Buy
4,211
+3,011
+251% +$294K 0.01% 943
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geneos Wealth Management held its Otis Worldwide (OTIS) position steady in Q1 2026 at 1,584 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Geneos Wealth Management first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $435K in Q1 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Geneos Wealth Management held 1,584 shares of Otis Worldwide worth $122K as of Q1 2026.
  • Geneos Wealth Management left its Otis Worldwide share count unchanged in Q1 2026.
  • Otis Worldwide made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1114 holding.
  • Geneos Wealth Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Geneos Wealth Management's Otis Worldwide position peaked at $435K in Q1 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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