GWM
SFIX

Geneos Wealth Management’s Stitch Fix SFIX Stock Holding History

Geneos Wealth Management’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$769 Hold
187
– – ﹤0.01% 2448
2026
Q1 		$619 Hold
187
– – ﹤0.01% 2453
2025
Q4 		$982 Hold
187
– – ﹤0.01% 2410
2025
Q3 		$813 Hold
187
– – ﹤0.01% 2423
2025
Q2 		$692 Hold
187
– – ﹤0.01% 3066
2025
Q1 		$608 Hold
187
– – ﹤0.01% 3017
2024
Q4 		$806 Hold
187
– – ﹤0.01% 2815
2024
Q3 		$527 Hold
187
– – ﹤0.01% 2549
2024
Q2 		$776 Buy
+187
New +$507 ﹤0.01% 2013
2024
Q1 		– Sell
-187
Closed -$668 – 2211
2023
Q4 		$668 Hold
187
– – ﹤0.01% 2061
2023
Q3 		$645 Hold
187
– – ﹤0.01% 2076
2023
Q2 		$720 Hold
187
– – ﹤0.01% 2044
2023
Q1 		$956 Buy
+187
New +$876 ﹤0.01% 1995
2021
Q3 		– Sell
-20
Closed -$1K – 2896
2021
Q2 		$1K Sell
20
-20
-50% -$1.02K ﹤0.01% 2795
2021
Q1 		$1K Sell
40
-1,112
-97% -$78.3K ﹤0.01% 3055
2020
Q4 		$1K Buy
1,152
+1,113
+2,854% +$47.6K ﹤0.01% 2827
2020
Q3 		$1K Buy
+39
New +$1K ﹤0.01% 2564
2020
Q1 		– Sell
-738
Closed -$18K – 2591
2019
Q4 		$18K Hold
738
– – ﹤0.01% 1738
2019
Q3 		$13K Sell
738
-125
-14% -$2.9K ﹤0.01% 1792
2019
Q2 		$27K Buy
863
+700
+429% +$18.8K ﹤0.01% 1493
2019
Q1 		$4K Sell
163
-225
-58% -$5.59K ﹤0.01% 2106
2018
Q4 		$6K Sell
388
-232
-37% -$5.74K ﹤0.01% 1947
2018
Q3 		$27K Buy
+620
New +$22.6K ﹤0.01% 1452

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geneos Wealth Management held its Stitch Fix (SFIX) position steady in Q2 2026 at 187 shares worth $769. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Geneos Wealth Management first reported a position in SFIX in Q3 2018 and has held it in 23 quarters since. The position peaked at $27K in Q2 2019. 187 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

  • Geneos Wealth Management held 187 shares of Stitch Fix worth $769 as of Q2 2026.
  • Geneos Wealth Management left its Stitch Fix share count unchanged in Q2 2026.
  • Stitch Fix made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2448 holding.
  • Geneos Wealth Management first reported a position in Stitch Fix in Q3 2018 and has held it in 23 quarters since.
  • Geneos Wealth Management's Stitch Fix position peaked at $27K in Q2 2019.
  • 187 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

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