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Geneos Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Geneos Wealth Management’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.9K Buy
+400
New +$29.9K ﹤0.01% 1614
2025
Q3 		– Sell
-170
Closed -$28K – 3064
2025
Q2 		$28K Buy
170
+3
+2% +$490 ﹤0.01% 1874
2025
Q1 		$66.9K Buy
167
+59
+55% +$8.8K ﹤0.01% 1771
2024
Q4 		$13.7K Sell
108
-18
-14% -$2.39K ﹤0.01% 1906
2024
Q3 		$13.9K Buy
+126
New +$12K ﹤0.01% 1705
2022
Q3 		– Sell
-300
Closed -$7K – 2495
2022
Q2 		$7K Hold
300
– – ﹤0.01% 2095
2022
Q1 		$9K Sell
300
-1,600
-84% -$47.9K ﹤0.01% 2130
2021
Q4 		$56K Buy
1,900
+324
+21% +$8.11K ﹤0.01% 1431
2021
Q3 		$34K Sell
1,576
-94
-6% -$2.29K ﹤0.01% 1673
2021
Q2 		$42K Buy
1,670
+94
+6% +$2.51K ﹤0.01% 1564
2021
Q1 		$40K Hold
1,576
– – ﹤0.01% 1748
2020
Q4 		$44K Hold
1,576
– – ﹤0.01% 1524
2020
Q3 		$33K Hold
1,576
– – ﹤0.01% 1430
2020
Q2 		$38K Hold
1,576
– – ﹤0.01% 1347
2020
Q1 		$28K Hold
1,576
– – ﹤0.01% 1377
2019
Q4 		$30K Hold
1,576
– – ﹤0.01% 1508
2019
Q3 		$30K Buy
1,576
+450
+40% +$8.26K ﹤0.01% 1432
2019
Q2 		$21K Hold
1,126
– – ﹤0.01% 1610
2019
Q1 		$24K Hold
1,126
– – ﹤0.01% 1490
2018
Q4 		$26K Hold
1,126
– – ﹤0.01% 1388
2018
Q3 		$30K Hold
1,126
– – ﹤0.01% 1408
2018
Q2 		$24K Hold
1,126
– – ﹤0.01% 1378
2018
Q1 		$26K Hold
1,126
– – ﹤0.01% 1283
2017
Q4 		$27K Sell
1,126
-1,000
-47% -$21.2K ﹤0.01% 1273
2017
Q3 		$39K Sell
2,126
-1,074
-34% -$23.8K ﹤0.01% 1074
2017
Q2 		$72K Hold
3,200
– – 0.01% 793
2017
Q1 		$73K Buy
3,200
+1,760
+122% +$34.5K 0.01% 758
2016
Q4 		$27K Sell
1,440
-1,800
-56% -$37.8K ﹤0.01% 1069
2016
Q3 		$66K Sell
3,240
-285
-8% -$6.32K 0.01% 716
2016
Q2 		$80K Sell
3,525
-600
-15% -$15.4K 0.01% 653
2016
Q1 		$117K Buy
+4,125
New +$106K 0.02% 543

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Sprouts Farmers Market (SFM) in Q1 2026: 400 shares worth $30.9K. The stake represents ﹤0.01% of the portfolio and ranks #1614 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in SFM as recently as Q2 2025.

Geneos Wealth Management first reported a position in SFM in Q1 2016 and has held it in 31 quarters since. The position peaked at $117K in Q1 2016. 634 funds tracked by Wall St. Rank hold SFM as of Q1 2026.

  • Geneos Wealth Management held 400 shares of Sprouts Farmers Market worth $30.9K as of Q1 2026.
  • Sprouts Farmers Market was a new Geneos Wealth Management position in Q1 2026.
  • Sprouts Farmers Market made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1614 holding.
  • Geneos Wealth Management first reported a position in Sprouts Farmers Market in Q1 2016 and has held it in 31 quarters since.
  • Geneos Wealth Management's Sprouts Farmers Market position peaked at $117K in Q1 2016.
  • 634 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2026.

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