Geneos Wealth Management
S icon

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
Q3 		$12.4K Buy
523
+23
+5% +$475 ﹤0.01% 2308
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Haveli Investment Management
Haveli Investment Management Austin, Texas $427M AUM 33.3% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Geneos Wealth Management increased its SentinelOne (S) stake by 4.6% in Q3 2026, buying an estimated $475 and bringing the position to 523 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Geneos Wealth Management first reported a position in S in Q2 2023 and has held it in 14 quarters since. The position peaked at $17.3K in Q3 2024. 389 funds tracked by Wall St. Rank hold S as of Q3 2026.

  • Geneos Wealth Management held 523 shares of SentinelOne worth $12.4K as of Q3 2026.
  • Geneos Wealth Management bought 23 SentinelOne shares in Q3 2026, an estimated $475.
  • SentinelOne made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2308 holding.
  • Geneos Wealth Management first reported a position in SentinelOne in Q2 2023 and has held it in 14 quarters since.
  • Geneos Wealth Management's SentinelOne position peaked at $17.3K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held SentinelOne as of Q3 2026.

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