Geneos Wealth Management’s SentinelOne S Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.48K	Sell	500 -225	-31%	-$3.46K	﹤0.01%	2062
2026 Q1	$9.34K	Hold	725	–	–	﹤0.01%	2005
2025 Q4	$10.9K	Hold	725	–	–	﹤0.01%	1940
2025 Q3	$12.8K	Sell	725 -40	-5%	-$718	﹤0.01%	1881
2025 Q2	$14K	Buy	765 +191	+33%	+$3.49K	﹤0.01%	2185
2025 Q1	$10.4K	Sell	574 -195	-25%	-$4.23K	﹤0.01%	2233
2024 Q4	$17.1K	Buy	769 +44	+6%	+$1.12K	﹤0.01%	1808
2024 Q3	$17.3K	Hold	725	–	–	﹤0.01%	1611
2024 Q2	$15.3K	Hold	725	–	–	﹤0.01%	1428
2024 Q1	$16.9K	Buy	725 +500	+222%	+$13.1K	﹤0.01%	1415
2023 Q4	$6.17K	Hold	225	–	–	﹤0.01%	1676
2023 Q3	$3.79K	Hold	225	–	–	﹤0.01%	1818
2023 Q2	$3.4K	Buy	+225	New	+$3.81K	﹤0.01%	1831

Other funds holding S

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Geneos Wealth Management reduced its SentinelOne (S) stake by 31% in Q2 2026, selling an estimated $3.46K and leaving 500 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Geneos Wealth Management first reported a position in S in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.3K in Q3 2024. 488 funds tracked by Wall St. Rank hold S as of Q2 2026.

Geneos Wealth Management held 500 shares of SentinelOne worth $8.48K as of Q2 2026.
Geneos Wealth Management sold 225 SentinelOne shares in Q2 2026, an estimated $3.46K.
SentinelOne made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2062 holding.
Geneos Wealth Management first reported a position in SentinelOne in Q2 2023 and has held it in 13 quarters since.
Geneos Wealth Management's SentinelOne position peaked at $17.3K in Q3 2024.
488 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

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