Geneos Wealth Management’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23K | Sell |
845
-3
| -0.4% | -$79 | ﹤0.01% | 1750 |
|
|
2026
Q1 | $22.4K | Buy |
848
+369
| +77% | +$10.4K | ﹤0.01% | 1726 |
|
|
2025
Q4 | $12.5K | Hold |
479
| – | – | ﹤0.01% | 1893 |
|
|
2025
Q3 | $12.6K | Sell |
479
-4,452
| -90% | -$114K | ﹤0.01% | 1885 |
|
|
2025
Q2 | $114K | Sell |
4,931
-209
| -4% | -$4.68K | ﹤0.01% | 1200 |
|
|
2025
Q1 | $121K | Buy |
5,140
+1,608
| +46% | +$39.4K | ﹤0.01% | 1085 |
|
|
2024
Q4 | $82.7K | Sell |
3,532
-73
| -2% | -$1.89K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $109K | Buy |
3,605
+2,933
| +436% | +$77.9K | ﹤0.01% | 937 |
|
|
2024
Q2 | $15.7K | Sell |
672
-416
| -38% | -$9.34K | ﹤0.01% | 1415 |
|
|
2024
Q1 | $19.5K | Sell |
1,088
-335
| -24% | -$6.42K | ﹤0.01% | 1366 |
|
|
2023
Q4 | $29.7K | Sell |
1,423
-16,919
| -92% | -$308K | ﹤0.01% | 1233 |
|
|
2023
Q3 | $327K | Sell |
18,342
-255
| -1% | -$4.89K | 0.02% | 556 |
|
|
2023
Q2 | $361K | Buy |
18,597
+14,223
| +325% | +$249K | 0.02% | 534 |
|
|
2023
Q1 | $68.7K | Buy |
4,374
+4,000
| +1,070% | +$57.5K | ﹤0.01% | 968 |
|
|
2022
Q4 | $4.8K | Hold |
374
| – | – | ﹤0.01% | 1715 |
|
|
2022
Q3 | $4K | Sell |
374
-931
| -71% | -$15.1K | ﹤0.01% | 1748 |
|
|
2022
Q2 | $23K | Sell |
1,305
-55
| -4% | -$1.19K | ﹤0.01% | 1628 |
|
|
2022
Q1 | $34K | Sell |
1,360
-401
| -23% | -$11K | ﹤0.01% | 1539 |
|
|
2021
Q4 | $53K | Buy |
1,761
+37
| +2% | +$1.26K | ﹤0.01% | 1452 |
|
|
2021
Q3 | $62K | Hold |
1,724
| – | – | ﹤0.01% | 1383 |
|
|
2021
Q2 | $69K | Sell |
1,724
-32
| -2% | -$1.48K | ﹤0.01% | 1333 |
|
|
2021
Q1 | $80K | Hold |
1,756
| – | – | ﹤0.01% | 1397 |
|
|
2020
Q4 | $81K | Buy |
1,756
+379
| +28% | +$15.6K | ﹤0.01% | 1227 |
|
|
2020
Q3 | $50K | Buy |
1,377
+26
| +2% | +$1.04K | ﹤0.01% | 1257 |
|
|
2020
Q2 | $51K | Sell |
1,351
-207
| -13% | -$7.2K | ﹤0.01% | 1204 |
|
|
2020
Q1 | $48K | Hold |
1,558
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q4 | $60K | Hold |
1,558
| – | – | ﹤0.01% | 1165 |
|
|
2019
Q3 | $56K | Buy |
1,558
+179
| +13% | +$6.59K | ﹤0.01% | 1128 |
|
|
2019
Q2 | $47K | Sell |
1,379
-149
| -10% | -$4.79K | ﹤0.01% | 1225 |
|
|
2019
Q1 | $48K | Sell |
1,528
-1,028
| -40% | -$30.6K | ﹤0.01% | 1166 |
|
|
2018
Q4 | $69K | Sell |
2,556
-6
| -0.2% | -$177 | 0.01% | 967 |
|
|
2018
Q3 | $90K | Buy |
2,562
+386
| +18% | +$13.2K | 0.01% | 924 |
|
|
2018
Q2 | $71K | Sell |
2,176
-328
| -13% | -$10.5K | 0.01% | 903 |
|
|
2018
Q1 | $72K | Buy |
2,504
+279
| +13% | +$8.29K | 0.01% | 862 |
|
|
2017
Q4 | $63K | Sell |
2,225
-303
| -12% | -$9.13K | 0.01% | 912 |
|
|
2017
Q3 | $79K | Hold |
2,528
| – | – | 0.01% | 778 |
|
|
2017
Q2 | $68K | Buy |
2,528
+744
| +42% | +$19.5K | 0.01% | 819 |
|
|
2017
Q1 | $42K | Hold |
1,784
| – | – | ﹤0.01% | 955 |
|
|
2016
Q4 | $40K | Buy |
1,784
+608
| +52% | +$13.3K | 0.01% | 921 |
|
|
2016
Q3 | $25K | Hold |
1,176
| – | – | ﹤0.01% | 1052 |
|
|
2016
Q2 | $21K | Sell |
1,176
-20
| -2% | -$387 | ﹤0.01% | 1104 |
|
|
2016
Q1 | $24K | Buy |
+1,196
| New | +$22.1K | ﹤0.01% | 1032 |
|
Other funds holding PHG
MIP
FMI
CCM
BIP
Geneos Wealth Management's PHG Position: Q2 2026 in Review
Geneos Wealth Management reduced its Philips (PHG) stake by 0.35% in Q2 2026, selling an estimated $79 and leaving 845 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.
Geneos Wealth Management first reported a position in PHG in Q1 2016 and has held it in 42 quarters since. The position peaked at $361K in Q2 2023. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.
- Geneos Wealth Management held 845 shares of Philips worth $23K as of Q2 2026.
- Geneos Wealth Management sold 3 Philips shares in Q2 2026, an estimated $79.
- Philips made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1750 holding.
- Geneos Wealth Management first reported a position in Philips in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Philips position peaked at $361K in Q2 2023.
- 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.