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 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 +6,282	+1,853%	+$420K	0.01%	750
2025 Q1	$22.6K	Buy	339 +226	+200%	+$14.6K	﹤0.01%	2277
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 $733B AUM 35.63% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's QSR Position: Q1 2026 in Review

Geneos Wealth Management reduced its Restaurant Brands International (QSR) stake by 19% in Q1 2026, selling an estimated $84.3K and leaving 5,000 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #783.

Geneos Wealth Management first reported a position in QSR in Q1 2016 and has held it in 15 quarters since. The position peaked at $439K in Q2 2025. 545 funds tracked by Wall St. Rank hold QSR as of Q1 2026.

Geneos Wealth Management held 5,000 shares of Restaurant Brands International worth $370K as of Q1 2026.
Geneos Wealth Management sold 1,200 Restaurant Brands International shares in Q1 2026, an estimated $84.3K.
Restaurant Brands International made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #783 holding.
Geneos Wealth Management first reported a position in Restaurant Brands International in Q1 2016 and has held it in 15 quarters since.
Geneos Wealth Management's Restaurant Brands International position peaked at $439K in Q2 2025.
545 funds tracked by Wall St. Rank held Restaurant Brands International as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.