GWM
P

Geneos Wealth Management’s Everpure Inc P Stock Holding History

Geneos Wealth Management’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.6K Buy
1,382
+627
+83% +$42.5K ﹤0.01% 1239
2025
Q4 		$50.6K Buy
755
+15
+2% +$1.25K ﹤0.01% 1390
2025
Q3 		$62K Sell
740
-51
-6% -$3.39K ﹤0.01% 1294
2025
Q2 		$45.5K Sell
791
-505
-39% -$25.1K ﹤0.01% 1625
2025
Q1 		$59K Buy
1,296
+776
+149% +$46.8K ﹤0.01% 1831
2024
Q4 		$31.9K Buy
520
+20
+4% +$1.11K ﹤0.01% 1515
2024
Q3 		$25.1K Hold
500
– – ﹤0.01% 1474
2024
Q2 		$32.1K Hold
500
– – ﹤0.01% 1216
2024
Q1 		$26K Hold
500
– – ﹤0.01% 1277
2023
Q4 		$17.8K Hold
500
– – ﹤0.01% 1397
2023
Q3 		$17.8K Hold
500
– – ﹤0.01% 1415
2023
Q2 		$18.4K Hold
500
– – ﹤0.01% 1407
2023
Q1 		$12.8K Hold
500
– – ﹤0.01% 1484
2022
Q4 		$13.4K Buy
500
+200
+67% +$5.82K ﹤0.01% 1453
2022
Q3 		$8K Hold
300
– – ﹤0.01% 1583
2022
Q2 		$7K Hold
300
– – ﹤0.01% 2091
2022
Q1 		$10K Hold
300
– – ﹤0.01% 2098
2021
Q4 		$9K Buy
+300
New +$8.71K ﹤0.01% 2229
2019
Q3 		– Sell
-500
Closed -$7K – 2539
2019
Q2 		$7K Buy
+500
New +$9.77K ﹤0.01% 2028
2019
Q1 		– Sell
-1,000
Closed -$15K – 2453
2018
Q4 		$15K Sell
1,000
-650
-39% -$12.8K ﹤0.01% 1635
2018
Q3 		$42K Sell
1,650
-423
-20% -$10.5K ﹤0.01% 1255
2018
Q2 		$49K Buy
2,073
+1,073
+107% +$23.6K ﹤0.01% 1054
2018
Q1 		$19K Hold
1,000
– – ﹤0.01% 1415
2017
Q4 		$15K Buy
+1,000
New +$16.7K ﹤0.01% 1493
2016
Q2 		– Sell
-200
Closed -$2K – 1836
2016
Q1 		$2K Buy
+200
New +$2.66K ﹤0.01% 1681

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geneos Wealth Management increased its Everpure Inc (P) stake by 83% in Q1 2026, buying an estimated $42.5K and bringing the position to 1,382 shares worth $81.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Geneos Wealth Management first reported a position in P in Q1 2016 and has held it in 25 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Geneos Wealth Management held 1,382 shares of Everpure Inc worth $81.6K as of Q1 2026.
  • Geneos Wealth Management bought 627 Everpure Inc shares in Q1 2026, an estimated $42.5K.
  • Everpure Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1239 holding.
  • Geneos Wealth Management first reported a position in Everpure Inc in Q1 2016 and has held it in 25 quarters since.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

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