Geneos Wealth Management’s Sachem Capital Corp SACH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$940	Hold	1,000	–	–	﹤0.01%	2435
2026 Q1	$1.01K	Hold	1,000	–	–	﹤0.01%	2400
2025 Q4	$1.04K	Hold	1,000	–	–	﹤0.01%	2405
2025 Q3	$1.11K	Hold	1,000	–	–	﹤0.01%	2394
2025 Q2	$1.2K	Hold	1,000	–	–	﹤0.01%	2931
2025 Q1	$1.16K	Hold	1,000	–	–	﹤0.01%	2902
2024 Q4	$1.35K	Hold	1,000	–	–	﹤0.01%	2702
2024 Q3	$2.52K	Hold	1,000	–	–	﹤0.01%	2245
2024 Q2	$2.59K	Buy	1,000 +800	+400%	+$2.48K	﹤0.01%	1843
2024 Q1	$892	Hold	200	–	–	﹤0.01%	2049
2023 Q4	$748	Hold	200	–	–	﹤0.01%	2053
2023 Q3	$706	Hold	200	–	–	﹤0.01%	2069
2023 Q2	$698	Hold	200	–	–	﹤0.01%	2046
2023 Q1	$744	Hold	200	–	–	﹤0.01%	2023
2022 Q4	$660	Hold	200	–	–	﹤0.01%	2003
2022 Q3	$0	Hold	200	–	–	﹤0.01%	2483
2022 Q2	$0	Hold	200	–	–	﹤0.01%	2761
2022 Q1	$1K	Hold	200	–	–	﹤0.01%	2687
2021 Q4	$1K	Buy	+200	New	+$1.15K	﹤0.01%	2706

Other funds holding SACH

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geneos Wealth Management held its Sachem Capital Corp (SACH) position steady in Q2 2026 at 1,000 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

Geneos Wealth Management first reported a position in SACH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.59K in Q2 2024. 41 funds tracked by Wall St. Rank hold SACH as of Q2 2026.

Geneos Wealth Management held 1,000 shares of Sachem Capital Corp worth $940 as of Q2 2026.
Geneos Wealth Management left its Sachem Capital Corp share count unchanged in Q2 2026.
Sachem Capital Corp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2435 holding.
Geneos Wealth Management first reported a position in Sachem Capital Corp in Q4 2021 and has held it in 19 quarters since.
Geneos Wealth Management's Sachem Capital Corp position peaked at $2.59K in Q2 2024.
41 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q2 2026.

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