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Geneos Wealth Management’s Banco Santander SAN Stock Holding History

Geneos Wealth Management’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2K Hold
993
– – ﹤0.01% 1963
2025
Q4 		$11.6K Buy
993
+434
+78% +$4.61K ﹤0.01% 1917
2025
Q3 		$5.86K Sell
559
-15,734
-97% -$146K ﹤0.01% 2105
2025
Q2 		$135K Sell
16,293
-13,898
-46% -$103K ﹤0.01% 1132
2025
Q1 		$202K Buy
30,191
+27,099
+876% +$159K ﹤0.01% 1225
2024
Q4 		$14.1K Hold
3,092
– – ﹤0.01% 1893
2024
Q3 		$15.8K Buy
3,092
+2,533
+453% +$12.2K ﹤0.01% 1651
2024
Q2 		$2.59K Hold
559
– – ﹤0.01% 1844
2024
Q1 		$2.71K Hold
559
– – ﹤0.01% 1841
2023
Q4 		$2.31K Sell
559
-2,369
-81% -$9.27K ﹤0.01% 1895
2023
Q3 		$11K Hold
2,928
– – ﹤0.01% 1540
2023
Q2 		$10.9K Buy
2,928
+2,369
+424% +$8.37K ﹤0.01% 1557
2023
Q1 		$2.06K Sell
559
-2,369
-81% -$8.43K ﹤0.01% 1895
2022
Q4 		$8.64K Hold
2,928
– – ﹤0.01% 1569
2022
Q3 		$6K Buy
2,928
+102
+4% +$255 ﹤0.01% 1663
2022
Q2 		$7K Sell
2,826
-165
-6% -$504 ﹤0.01% 2094
2022
Q1 		$10K Sell
2,991
-999
-25% -$3.5K ﹤0.01% 2101
2021
Q4 		$13K Sell
3,990
-168
-4% -$590 ﹤0.01% 2075
2021
Q3 		$15K Sell
4,158
-1,892
-31% -$6.99K ﹤0.01% 2074
2021
Q2 		$23K Buy
6,050
+2,901
+92% +$11.3K ﹤0.01% 1853
2021
Q1 		$12K Hold
3,149
– – ﹤0.01% 2304
2020
Q4 		$10K Sell
3,149
-2
-0.1% -$5 ﹤0.01% 2229
2020
Q3 		$5K Sell
3,151
-481
-13% -$1.03K ﹤0.01% 2199
2020
Q2 		$8K Sell
3,632
-226
-6% -$494 ﹤0.01% 1995
2020
Q1 		$9K Sell
3,858
-1,473
-28% -$5.05K ﹤0.01% 1869
2019
Q4 		$21K Buy
5,331
+1,138
+27% +$4.42K ﹤0.01% 1667
2019
Q3 		$16K Hold
4,193
– – ﹤0.01% 1715
2019
Q2 		$18K Sell
4,193
-83
-2% -$373 ﹤0.01% 1688
2019
Q1 		$18K Sell
4,276
-10,567
-71% -$48.2K ﹤0.01% 1627
2018
Q4 		$63K Buy
14,843
+114
+0.8% +$517 ﹤0.01% 1000
2018
Q3 		$70K Buy
14,729
+6,947
+89% +$35K ﹤0.01% 1025
2018
Q2 		$39K Sell
7,782
-12,411
-61% -$72.6K ﹤0.01% 1164
2018
Q1 		$126K Buy
20,193
+2,448
+14% +$16.2K 0.01% 672
2017
Q4 		$111K Sell
17,745
-6,105
-26% -$38.6K 0.01% 713
2017
Q3 		$158K Sell
23,850
-2,440
-9% -$15.6K 0.02% 578
2017
Q2 		$168K Buy
26,290
+424
+2% +$2.63K 0.02% 544
2017
Q1 		$150K Sell
25,866
-68,152
-72% -$367K 0.02% 549
2016
Q4 		$466K Sell
94,018
-2,200
-2% -$10K 0.06% 261
2016
Q3 		$406K Sell
96,218
-4,361
-4% -$17.8K 0.05% 287
2016
Q2 		$376K Sell
100,579
-9,432
-9% -$41K 0.05% 301
2016
Q1 		$456K Buy
+110,011
New +$452K 0.07% 249

Other funds holding SAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geneos Wealth Management held its Banco Santander (SAN) position steady in Q1 2026 at 993 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Geneos Wealth Management first reported a position in SAN in Q1 2016 and has held it in 41 quarters since. The position peaked at $466K in Q4 2016. 637 funds tracked by Wall St. Rank hold SAN as of Q1 2026.

  • Geneos Wealth Management held 993 shares of Banco Santander worth $11.2K as of Q1 2026.
  • Geneos Wealth Management left its Banco Santander share count unchanged in Q1 2026.
  • Banco Santander made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1963 holding.
  • Geneos Wealth Management first reported a position in Banco Santander in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Banco Santander position peaked at $466K in Q4 2016.
  • 637 funds tracked by Wall St. Rank held Banco Santander as of Q1 2026.

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