Geneos Wealth Management
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Geneos Wealth Management’s Peloton Interactive PTON Stock Holding History

Geneos Wealth Management’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.63K Hold
326
– – ﹤0.01% 2976
2026
Q2 		$1.93K Hold
326
– – ﹤0.01% 2329
2026
Q1 		$1.4K Hold
326
– – ﹤0.01% 2363
2025
Q4 		$2.01K Hold
326
– – ﹤0.01% 2315
2025
Q3 		$2.93K Hold
326
– – ﹤0.01% 2250
2025
Q2 		$2.26K Hold
326
– – ﹤0.01% 2782
2025
Q1 		$2.06K Hold
326
– – ﹤0.01% 2757
2024
Q4 		$2.84K Sell
326
-191
-37% -$1.49K ﹤0.01% 2503
2024
Q3 		$2.42K Buy
517
+326
+171% +$1.28K ﹤0.01% 2256
2024
Q2 		$646 Sell
191
-9
-5% -$32 ﹤0.01% 2028
2024
Q1 		$858 Hold
200
– – ﹤0.01% 2056
2023
Q4 		$1.22K Hold
200
– – ﹤0.01% 1990
2023
Q3 		$1.01K Hold
200
– – ﹤0.01% 2026
2023
Q2 		$1.54K Buy
+200
New +$1.7K ﹤0.01% 1969
2022
Q3 		– Sell
-140
Closed -$1K – 2458
2022
Q2 		$1K Buy
140
+90
+180% +$1.44K ﹤0.01% 2529
2022
Q1 		$1K Sell
50
-439
-90% -$12.6K ﹤0.01% 2680
2021
Q4 		$17K Sell
489
-895
-65% -$54.6K ﹤0.01% 1973
2021
Q3 		$120K Buy
1,384
+20
+1% +$2.21K ﹤0.01% 1092
2021
Q2 		$165K Sell
1,364
-616
-31% -$65.6K 0.01% 934
2021
Q1 		$194K Sell
1,980
-41
-2% -$5.44K 0.01% 973
2020
Q4 		$114K Buy
2,021
+695
+52% +$84.7K ﹤0.01% 1084
2020
Q3 		$129K Sell
1,326
-1,229
-48% -$90.4K 0.01% 844
2020
Q2 		$149K Buy
2,555
+2,505
+5,010% +$104K 0.01% 757
2020
Q1 		$1K Sell
50
-100
-67% -$2.78K ﹤0.01% 2409
2019
Q4 		$4K Buy
+150
New +$4.04K ﹤0.01% 2246

Other funds holding PTON

DnB Asset Management
DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Technology Crossover Management IX
Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return

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

Geneos Wealth Management held its Peloton Interactive (PTON) position steady in Q3 2026 at 326 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

Geneos Wealth Management first reported a position in PTON in Q4 2019 and has held it in 25 quarters since. The position peaked at $194K in Q1 2021. 289 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Geneos Wealth Management held 326 shares of Peloton Interactive worth $1.63K as of Q3 2026.
  • Geneos Wealth Management left its Peloton Interactive share count unchanged in Q3 2026.
  • Peloton Interactive made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2976 holding.
  • Geneos Wealth Management first reported a position in Peloton Interactive in Q4 2019 and has held it in 25 quarters since.
  • Geneos Wealth Management's Peloton Interactive position peaked at $194K in Q1 2021.
  • 289 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

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