Geneos Wealth Management’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.8K | Hold |
200
| – | – | ﹤0.01% | 1652 |
|
|
2026
Q1 | $34.2K | Hold |
200
| – | – | ﹤0.01% | 1578 |
|
|
2025
Q4 | $48.6K | Hold |
200
| – | – | ﹤0.01% | 1405 |
|
|
2025
Q3 | $53.4K | Sell |
200
-1,535
| -88% | -$432K | ﹤0.01% | 1363 |
|
|
2025
Q2 | $528K | Sell |
1,735
-61
| -3% | -$17.5K | 0.01% | 691 |
|
|
2025
Q1 | $482K | Buy |
1,796
+858
| +91% | +$234K | 0.02% | 632 |
|
|
2024
Q4 | $231K | Buy |
938
+14
| +2% | +$3.33K | 0.01% | 793 |
|
|
2024
Q3 | $212K | Buy |
924
+773
| +512% | +$164K | 0.01% | 758 |
|
|
2024
Q2 | $30.5K | Sell |
151
-19
| -11% | -$3.59K | ﹤0.01% | 1233 |
|
|
2024
Q1 | $33.2K | Buy |
170
+122
| +254% | +$21.7K | ﹤0.01% | 1209 |
|
|
2023
Q4 | $7.42K | Sell |
48
-157
| -77% | -$22.7K | ﹤0.01% | 1625 |
|
|
2023
Q3 | $26.5K | Hold |
205
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q2 | $28K | Buy |
+205
| New | +$27.1K | ﹤0.01% | 1265 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$27K | – | 2486 |
|
|
2022
Q2 | $27K | Buy |
300
+260
| +650% | +$26K | ﹤0.01% | 1552 |
|
|
2022
Q1 | $4K | Buy |
40
+18
| +82% | +$2.19K | ﹤0.01% | 2423 |
|
|
2021
Q4 | $3K | Sell |
22
-68
| -76% | -$9.49K | ﹤0.01% | 2539 |
|
|
2021
Q3 | $12K | Hold |
90
| – | – | ﹤0.01% | 2154 |
|
|
2021
Q2 | $12K | Sell |
90
-16
| -15% | -$2.23K | ﹤0.01% | 2138 |
|
|
2021
Q1 | $14K | Hold |
106
| – | – | ﹤0.01% | 2243 |
|
|
2020
Q4 | $13K | Sell |
106
-22
| -17% | -$2.84K | ﹤0.01% | 2120 |
|
|
2020
Q3 | $19K | Buy |
128
+16
| +14% | +$2.54K | ﹤0.01% | 1681 |
|
|
2020
Q2 | $15K | Hold |
112
| – | – | ﹤0.01% | 1751 |
|
|
2020
Q1 | $12K | Sell |
112
-126
| -53% | -$15.9K | ﹤0.01% | 1739 |
|
|
2019
Q4 | $32K | Buy |
238
+35
| +17% | +$4.6K | ﹤0.01% | 1475 |
|
|
2019
Q3 | $23K | Hold |
203
| – | – | ﹤0.01% | 1544 |
|
|
2019
Q2 | $27K | Hold |
203
| – | – | ﹤0.01% | 1492 |
|
|
2019
Q1 | $23K | Buy |
203
+46
| +29% | +$4.89K | ﹤0.01% | 1508 |
|
|
2018
Q4 | $15K | Hold |
157
| – | – | ﹤0.01% | 1636 |
|
|
2018
Q3 | $19K | Sell |
157
-248
| -61% | -$29.4K | ﹤0.01% | 1599 |
|
|
2018
Q2 | $46K | Buy |
405
+98
| +32% | +$11.1K | ﹤0.01% | 1088 |
|
|
2018
Q1 | $32K | Buy |
307
+150
| +96% | +$16.2K | ﹤0.01% | 1205 |
|
|
2017
Q4 | $17K | Buy |
157
+22
| +16% | +$2.49K | ﹤0.01% | 1457 |
|
|
2017
Q3 | $14K | Hold |
135
| – | – | ﹤0.01% | 1464 |
|
|
2017
Q2 | $14K | Hold |
135
| – | – | ﹤0.01% | 1414 |
|
|
2017
Q1 | $13K | Buy |
135
+80
| +145% | +$7.43K | ﹤0.01% | 1398 |
|
|
2016
Q4 | $4K | Sell |
55
-5
| -8% | -$429 | ﹤0.01% | 1703 |
|
|
2016
Q3 | $5K | Buy |
+60
| New | +$5.16K | ﹤0.01% | 1585 |
|
Other funds holding SAP
WPL
Geneos Wealth Management's SAP Position: Q2 2026 in Review
Geneos Wealth Management held its SAP (SAP) position steady in Q2 2026 at 200 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.
Geneos Wealth Management first reported a position in SAP in Q3 2016 and has held it in 37 quarters since. The position peaked at $528K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.
- Geneos Wealth Management held 200 shares of SAP worth $30.8K as of Q2 2026.
- Geneos Wealth Management left its SAP share count unchanged in Q2 2026.
- SAP made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1652 holding.
- Geneos Wealth Management first reported a position in SAP in Q3 2016 and has held it in 37 quarters since.
- Geneos Wealth Management's SAP position peaked at $528K in Q2 2025.
- 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.