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
Q2 		$102K Sell
1,297
-85
-6% -$6.23K ﹤0.01% 1200
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 Buy
791
+235
+42% +$11.7K ﹤0.01% 1625
2025
Q1 		$24.6K Buy
556
+36
+7% +$2.17K ﹤0.01% 1852
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Geneos Wealth Management reduced its Everpure Inc (P) stake by 6.2% in Q2 2026, selling an estimated $6.23K and leaving 1,297 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Geneos Wealth Management first reported a position in P in Q1 2016 and has held it in 26 quarters since. 816 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Geneos Wealth Management held 1,297 shares of Everpure Inc worth $102K as of Q2 2026.
  • Geneos Wealth Management sold 85 Everpure Inc shares in Q2 2026, an estimated $6.23K.
  • Everpure Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1200 holding.
  • Geneos Wealth Management first reported a position in Everpure Inc in Q1 2016 and has held it in 26 quarters since.
  • 816 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

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