Geneos Wealth Management’s Restaurant Brands International QSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$181K	Sell	2,500 -2,500	-50%	-$190K	﹤0.01%	1023
2026 Q1	$370K	Sell	5,000 -1,200	-19%	-$84.3K	0.01%	783
2025 Q4	$423K	Sell	6,200 -300	-5%	-$20.7K	0.01%	717
2025 Q3	$417K	Sell	6,500 -121	-2%	-$7.96K	0.01%	702
2025 Q2	$439K	Buy	6,621 +6,508	+5,759%	+$435K	0.01%	750
2025 Q1	$7.53K	Hold	113	–	–	﹤0.01%	2376
2024 Q4	$7.37K	Sell	113 -41	-27%	-$2.84K	﹤0.01%	2182
2024 Q3	$11.1K	Buy	154 +113	+276%	+$7.94K	﹤0.01%	1799
2024 Q2	$2.88K	Hold	41	–	–	﹤0.01%	1817
2024 Q1	$3.26K	Hold	41	–	–	﹤0.01%	1795
2023 Q4	$3.2K	Hold	41	–	–	﹤0.01%	1824
2023 Q3	$2.73K	Hold	41	–	–	﹤0.01%	1883
2023 Q2	$3.18K	Hold	41	–	–	﹤0.01%	1846
2023 Q1	$2.75K	Buy	+41	New	+$2.67K	﹤0.01%	1849
2016 Q3	–	Sell	-372	Closed	-$15K	–	1989
2016 Q2	$15K	Hold	372	–	–	﹤0.01%	1205
2016 Q1	$14K	Buy	+372	New	+$12.9K	﹤0.01%	1201

Other funds holding QSR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

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

Geneos Wealth Management reduced its Restaurant Brands International (QSR) stake by 50% in Q2 2026, selling an estimated $190K and leaving 2,500 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Geneos Wealth Management first reported a position in QSR in Q1 2016 and has held it in 16 quarters since. The position peaked at $439K in Q2 2025. 580 funds tracked by Wall St. Rank hold QSR as of Q2 2026.

Geneos Wealth Management held 2,500 shares of Restaurant Brands International worth $181K as of Q2 2026.
Geneos Wealth Management sold 2,500 Restaurant Brands International shares in Q2 2026, an estimated $190K.
Restaurant Brands International made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1023 holding.
Geneos Wealth Management first reported a position in Restaurant Brands International in Q1 2016 and has held it in 16 quarters since.
Geneos Wealth Management's Restaurant Brands International position peaked at $439K in Q2 2025.
580 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2026.

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