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Geneos Wealth Management’s Resideo Technologies REZI Stock Holding History

Geneos Wealth Management’s Portfolio REZI Stock Details REZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87K Hold
60
– – ﹤0.01% 2336
2026
Q1 		$2.02K Hold
60
– – ﹤0.01% 2320
2025
Q4 		$2.11K Hold
60
– – ﹤0.01% 2307
2025
Q3 		$2.59K Hold
60
– – ﹤0.01% 2283
2025
Q2 		$1.32K Buy
+60
New +$1.15K ﹤0.01% 2908
2024
Q3 		– Sell
-29
Closed -$567 – 2607
2024
Q2 		$567 Buy
29
+4
+16% +$83 ﹤0.01% 2038
2024
Q1 		$561 Sell
25
-4
-14% -$79 ﹤0.01% 2112
2023
Q4 		$546 Buy
+29
New +$475 ﹤0.01% 2086
2023
Q3 		– Sell
-98
Closed -$1.73K – 2137
2023
Q2 		$1.73K Hold
98
– – ﹤0.01% 1947
2023
Q1 		$1.79K Sell
98
-13
-12% -$235 ﹤0.01% 1921
2022
Q4 		$1.83K Hold
111
– – ﹤0.01% 1897
2022
Q3 		$2K Sell
111
-1,061
-91% -$22.5K ﹤0.01% 1860
2022
Q2 		$22K Sell
1,172
-34
-3% -$767 ﹤0.01% 1651
2022
Q1 		$28K Sell
1,206
-331
-22% -$8.31K ﹤0.01% 1640
2021
Q4 		$40K Buy
1,537
+32
+2% +$829 ﹤0.01% 1576
2021
Q3 		$37K Sell
1,505
-5
-0.3% -$145 ﹤0.01% 1636
2021
Q2 		$45K Sell
1,510
-296
-16% -$8.77K ﹤0.01% 1535
2021
Q1 		$54K Buy
1,806
+56
+3% +$1.48K ﹤0.01% 1591
2020
Q4 		$45K Buy
1,750
+163
+10% +$2.61K ﹤0.01% 1503
2020
Q3 		$16K Sell
1,587
-43
-3% -$545 ﹤0.01% 1764
2020
Q2 		$17K Sell
1,630
-135
-8% -$940 ﹤0.01% 1698
2020
Q1 		$9K Sell
1,765
-270
-13% -$2.55K ﹤0.01% 1867
2019
Q4 		$23K Sell
2,035
-192
-9% -$2.19K ﹤0.01% 1626
2019
Q3 		$30K Sell
2,227
-185
-8% -$3.1K ﹤0.01% 1430
2019
Q2 		$52K Sell
2,412
-751
-24% -$15.9K ﹤0.01% 1165
2019
Q1 		$61K Sell
3,163
-1,139
-26% -$25.2K ﹤0.01% 1056
2018
Q4 		$86K Buy
+4,302
New +$91.8K 0.01% 888

Other funds holding REZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Geneos Wealth Management held its Resideo Technologies (REZI) position steady in Q2 2026 at 60 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

Geneos Wealth Management first reported a position in REZI in Q4 2018 and has held it in 27 quarters since. The position peaked at $86K in Q4 2018. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Geneos Wealth Management held 60 shares of Resideo Technologies worth $1.87K as of Q2 2026.
  • Geneos Wealth Management left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2336 holding.
  • Geneos Wealth Management first reported a position in Resideo Technologies in Q4 2018 and has held it in 27 quarters since.
  • Geneos Wealth Management's Resideo Technologies position peaked at $86K in Q4 2018.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

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