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Geneos Wealth Management’s Schrodinger SDGR Stock Holding History

Geneos Wealth Management’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07K Hold
66
– – ﹤0.01% 2415
2026
Q1 		$750 Hold
66
– – ﹤0.01% 2437
2025
Q4 		$1.18K Hold
66
– – ﹤0.01% 2393
2025
Q3 		$1.32K Sell
66
-100,263
-100% -$2.01M ﹤0.01% 2375
2025
Q2 		$2.02M Buy
100,329
+15,386
+18% +$351K 0.05% 368
2025
Q1 		$1.68M Buy
84,943
+24,947
+42% +$561K 0.06% 339
2024
Q4 		$1.16M Buy
59,996
+8,021
+15% +$156K 0.04% 383
2024
Q3 		$964K Buy
51,975
+2,821
+6% +$57.9K 0.04% 416
2024
Q2 		$951K Buy
49,154
+12,028
+32% +$277K 0.04% 372
2024
Q1 		$1M Buy
37,126
+15,310
+70% +$428K 0.05% 347
2023
Q4 		$781K Buy
21,816
+12,900
+145% +$374K 0.04% 370
2023
Q3 		$252K Buy
8,916
+8,858
+15,272% +$357K 0.01% 624
2023
Q2 		$2.9K Buy
58
+8
+16% +$270 ﹤0.01% 1865
2023
Q1 		$1.32K Sell
50
-8
-14% -$190 ﹤0.01% 1962
2022
Q4 		$1.08K Hold
58
– – ﹤0.01% 1955
2022
Q3 		$1K Hold
58
– – ﹤0.01% 1966
2022
Q2 		$1K Hold
58
– – ﹤0.01% 2533
2022
Q1 		$1K Hold
58
– – ﹤0.01% 2689
2021
Q4 		$2K Hold
58
– – ﹤0.01% 2605
2021
Q3 		$3K Buy
58
+8
+16% +$512 ﹤0.01% 2590
2021
Q2 		$3K Sell
50
-41
-45% -$2.97K ﹤0.01% 2595
2021
Q1 		$6K Sell
91
-50
-35% -$4.5K ﹤0.01% 2612
2020
Q4 		$10K Buy
+141
New +$8.87K ﹤0.01% 2230

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Geneos Wealth Management held its Schrodinger (SDGR) position steady in Q2 2026 at 66 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Geneos Wealth Management first reported a position in SDGR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.02M in Q2 2025. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Geneos Wealth Management held 66 shares of Schrodinger worth $1.07K as of Q2 2026.
  • Geneos Wealth Management left its Schrodinger share count unchanged in Q2 2026.
  • Schrodinger made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2415 holding.
  • Geneos Wealth Management first reported a position in Schrodinger in Q4 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's Schrodinger position peaked at $2.02M in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

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