Geneos Wealth Management
P icon

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
Q3 		$244K Buy
1,866
+569
+44% +$53.6K ﹤0.01% 1009
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 +$9.8K ﹤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 $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Geneos Wealth Management's P Position: Q3 2026 in Review

Geneos Wealth Management increased its Everpure Inc (P) stake by 44% in Q3 2026, buying an estimated $53.6K and bringing the position to 1,866 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Geneos Wealth Management first reported a position in P in Q1 2016 and has held it in 27 quarters since. 564 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Geneos Wealth Management held 1,866 shares of Everpure Inc worth $244K as of Q3 2026.
  • Geneos Wealth Management bought 569 Everpure Inc shares in Q3 2026, an estimated $53.6K.
  • Everpure Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1009 holding.
  • Geneos Wealth Management first reported a position in Everpure Inc in Q1 2016 and has held it in 27 quarters since.
  • 564 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.