Geneos Wealth Management’s Insulet PODD Stock Holding History

Geneos Wealth Management’s Portfolio PODD Stock Details PODD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$141K	Buy	1,080 +492	+84%	+$73.6K	﹤0.01%	1228
2026 Q2	$89.5K	Sell	588 -30,586	-98%	-$5.1M	﹤0.01%	1252
2026 Q1	$6.54M	Sell	31,174 -4,750	-13%	-$1.19M	0.15%	159
2025 Q4	$10.2M	Buy	35,924 +1,664	+5%	+$520K	0.25%	96
2025 Q3	$10.6M	Buy	34,260 +1,995	+6%	+$625K	0.27%	88
2025 Q2	$10.1M	Sell	32,265 -3,253	-9%	-$939K	0.25%	97
2025 Q1	$9.33M	Buy	35,518 +5,392	+18%	+$1.46M	0.31%	73
2024 Q4	$7.86M	Buy	30,126 +12,244	+68%	+$3.08M	0.28%	79
2024 Q3	$4.16M	Buy	17,882 +8,213	+85%	+$1.69M	0.16%	152
2024 Q2	$1.95M	Buy	+9,669	New	+$1.74M	0.09%	252
2022 Q1	–	Sell	-94	Closed	-$25K	–	2927
2021 Q4	$25K	Hold	94	–	–	﹤0.01%	1774
2021 Q3	$26K	Hold	94	–	–	﹤0.01%	1790
2021 Q2	$26K	Hold	94	–	–	﹤0.01%	1784
2021 Q1	$27K	Hold	94	–	–	﹤0.01%	1923
2020 Q4	$24K	Hold	94	–	–	﹤0.01%	1800
2020 Q3	$21K	Buy	+94	New	+$19.8K	﹤0.01%	1635

Other funds holding PODD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Geneos Wealth Management increased its Insulet (PODD) stake by 84% in Q3 2026, buying an estimated $73.6K and bringing the position to 1,080 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Geneos Wealth Management first reported a position in PODD in Q3 2020 and has held it in 16 quarters since. The position peaked at $10.6M in Q3 2025. 390 funds tracked by Wall St. Rank hold PODD as of Q3 2026.

Geneos Wealth Management held 1,080 shares of Insulet worth $141K as of Q3 2026.
Geneos Wealth Management bought 492 Insulet shares in Q3 2026, an estimated $73.6K.
Insulet made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1228 holding.
Geneos Wealth Management first reported a position in Insulet in Q3 2020 and has held it in 16 quarters since.
Geneos Wealth Management's Insulet position peaked at $10.6M in Q3 2025.
390 funds tracked by Wall St. Rank held Insulet as of Q3 2026.

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