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Geneos Wealth Management’s Sinclair Inc SBGI Stock Holding History

Geneos Wealth Management’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.5K Buy
1,897
+286
+18% +$4.15K ﹤0.01% 1699
2025
Q4 		$24.6K Sell
1,611
-463
-22% -$6.88K ﹤0.01% 1661
2025
Q3 		$31.3K Buy
2,074
+259
+14% +$3.72K ﹤0.01% 1553
2025
Q2 		$25.1K Sell
1,815
-334
-16% -$4.75K ﹤0.01% 1921
2025
Q1 		$36.7K Buy
2,149
+1,402
+188% +$21.2K ﹤0.01% 2068
2024
Q4 		$12.1K Buy
+747
New +$12.6K ﹤0.01% 1974
2023
Q2 		– Sell
-253
Closed -$4.34K – 2109
2023
Q1 		$4.34K Buy
253
+5
+2% +$87 ﹤0.01% 1766
2022
Q4 		$3.85K Sell
248
-412
-62% -$7.33K ﹤0.01% 1766
2022
Q3 		$11K Sell
660
-414
-39% -$9.19K ﹤0.01% 1496
2022
Q2 		$22K Buy
1,074
+10
+0.9% +$232 ﹤0.01% 1652
2022
Q1 		$29K Buy
1,064
+10
+0.9% +$278 ﹤0.01% 1623
2021
Q4 		$27K Buy
1,054
+8
+0.8% +$214 ﹤0.01% 1733
2021
Q3 		$33K Sell
1,046
-194
-16% -$5.71K ﹤0.01% 1687
2021
Q2 		$39K Buy
1,240
+1
+0.1% +$32 ﹤0.01% 1605
2021
Q1 		$40K Buy
1,239
+101
+9% +$3.36K ﹤0.01% 1747
2020
Q4 		$33K Buy
1,138
+204
+22% +$4.87K ﹤0.01% 1665
2020
Q3 		$18K Buy
934
+142
+18% +$2.87K ﹤0.01% 1706
2020
Q2 		$13K Buy
792
+1
+0.1% +$17 ﹤0.01% 1810
2020
Q1 		$13K Sell
791
-405
-34% -$10.5K ﹤0.01% 1702
2019
Q4 		$40K Buy
1,196
+563
+89% +$21K ﹤0.01% 1373
2019
Q3 		$26K Sell
633
-34
-5% -$1.65K ﹤0.01% 1492
2019
Q2 		$35K Buy
667
+500
+299% +$25.3K ﹤0.01% 1369
2019
Q1 		$6K Hold
167
– – ﹤0.01% 2004
2018
Q4 		$4K Hold
167
– – ﹤0.01% 2065
2018
Q3 		$4K Hold
167
– – ﹤0.01% 2128
2018
Q2 		$5K Sell
167
-1,566
-90% -$46.9K ﹤0.01% 1932
2018
Q1 		$54K Buy
1,733
+836
+93% +$29.7K ﹤0.01% 969
2017
Q4 		$33K Buy
897
+730
+437% +$24.2K ﹤0.01% 1191
2017
Q3 		$5K Hold
167
– – ﹤0.01% 1765
2017
Q2 		$5K Sell
167
-50
-23% -$1.8K ﹤0.01% 1726
2017
Q1 		$8K Sell
217
-80
-27% -$2.95K ﹤0.01% 1569
2016
Q4 		$9K Buy
297
+117
+65% +$3.48K ﹤0.01% 1476
2016
Q3 		$5K Buy
180
+80
+80% +$2.32K ﹤0.01% 1586
2016
Q2 		$2K Sell
100
-50
-33% -$1.56K ﹤0.01% 1703
2016
Q1 		$4K Buy
+150
New +$4.61K ﹤0.01% 1560

Other funds holding SBGI

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
CC
Converium Capital Montreal $175M AUM

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

Geneos Wealth Management increased its Sinclair Inc (SBGI) stake by 18% in Q1 2026, buying an estimated $4.15K and bringing the position to 1,897 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Geneos Wealth Management first reported a position in SBGI in Q1 2016 and has held it in 35 quarters since. The position peaked at $54K in Q1 2018. 170 funds tracked by Wall St. Rank hold SBGI as of Q1 2026.

  • Geneos Wealth Management held 1,897 shares of Sinclair Inc worth $24.5K as of Q1 2026.
  • Geneos Wealth Management bought 286 Sinclair Inc shares in Q1 2026, an estimated $4.15K.
  • Sinclair Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1699 holding.
  • Geneos Wealth Management first reported a position in Sinclair Inc in Q1 2016 and has held it in 35 quarters since.
  • Geneos Wealth Management's Sinclair Inc position peaked at $54K in Q1 2018.
  • 170 funds tracked by Wall St. Rank held Sinclair Inc as of Q1 2026.

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