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Geneos Wealth Management’s SFL Corp SFL Stock Holding History

Geneos Wealth Management’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.01K Hold
557
– – ﹤0.01% 2124
2025
Q4 		$4.35K Hold
557
– – ﹤0.01% 2177
2025
Q3 		$4.19K Sell
557
-699
-56% -$6.02K ﹤0.01% 2179
2025
Q2 		$10.5K Sell
1,256
-1,101
-47% -$9.13K ﹤0.01% 2311
2025
Q1 		$30.6K Buy
2,357
+1,114
+90% +$10.8K ﹤0.01% 2144
2024
Q4 		$12.7K Sell
1,243
-460
-27% -$4.91K ﹤0.01% 1948
2024
Q3 		$19.7K Buy
1,703
+686
+67% +$8.21K ﹤0.01% 1561
2024
Q2 		$14.1K Buy
1,017
+460
+83% +$6.23K ﹤0.01% 1453
2024
Q1 		$7.34K Hold
557
– – ﹤0.01% 1615
2023
Q4 		$6.28K Hold
557
– – ﹤0.01% 1671
2023
Q3 		$6.21K Hold
557
– – ﹤0.01% 1684
2023
Q2 		$5.2K Hold
557
– – ﹤0.01% 1729
2023
Q1 		$5.29K Hold
557
– – ﹤0.01% 1711
2022
Q4 		$5.14K Hold
557
– – ﹤0.01% 1696
2022
Q3 		$5K Hold
557
– – ﹤0.01% 1698
2022
Q2 		$5K Hold
557
– – ﹤0.01% 2205
2022
Q1 		$5K Hold
557
– – ﹤0.01% 2356
2021
Q4 		$4K Buy
+557
New +$4.63K ﹤0.01% 2479
2020
Q4 		– Sell
-1,725
Closed -$13K – 2984
2020
Q3 		$13K Sell
1,725
-318
-16% -$2.78K ﹤0.01% 1861
2020
Q2 		$18K Hold
2,043
– – ﹤0.01% 1672
2020
Q1 		$19K Hold
2,043
– – ﹤0.01% 1538
2019
Q4 		$29K Buy
+2,043
New +$29.6K ﹤0.01% 1525

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Geneos Wealth Management held its SFL Corp (SFL) position steady in Q1 2026 at 557 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Geneos Wealth Management first reported a position in SFL in Q4 2019 and has held it in 22 quarters since. The position peaked at $30.6K in Q1 2025. 215 funds tracked by Wall St. Rank hold SFL as of Q1 2026.

  • Geneos Wealth Management held 557 shares of SFL Corp worth $6.01K as of Q1 2026.
  • Geneos Wealth Management left its SFL Corp share count unchanged in Q1 2026.
  • SFL Corp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2124 holding.
  • Geneos Wealth Management first reported a position in SFL Corp in Q4 2019 and has held it in 22 quarters since.
  • Geneos Wealth Management's SFL Corp position peaked at $30.6K in Q1 2025.
  • 215 funds tracked by Wall St. Rank held SFL Corp as of Q1 2026.

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