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Geneos Wealth Management’s Palomar PLMR Stock Holding History

Geneos Wealth Management’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.2K Sell
160
-80
-33% -$9.42K ﹤0.01% 1795
2026
Q1 		$28.7K Hold
240
– – ﹤0.01% 1641
2025
Q4 		$32.3K Buy
+240
New +$29.3K ﹤0.01% 1558
2025
Q3 		– Sell
-32
Closed -$4.94K – 2997
2025
Q2 		$4.94K Buy
+32
New +$4.96K ﹤0.01% 2583

Other funds holding PLMR

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 $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

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

Geneos Wealth Management reduced its Palomar (PLMR) stake by 33% in Q2 2026, selling an estimated $9.42K and leaving 160 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Geneos Wealth Management first reported a position in PLMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $32.3K in Q4 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Geneos Wealth Management held 160 shares of Palomar worth $20.2K as of Q2 2026.
  • Geneos Wealth Management sold 80 Palomar shares in Q2 2026, an estimated $9.42K.
  • Palomar made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1795 holding.
  • Geneos Wealth Management first reported a position in Palomar in Q2 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's Palomar position peaked at $32.3K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

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