GWM
SGI

Geneos Wealth Management’s Somnigroup International SGI Stock Holding History

Geneos Wealth Management’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.5K Hold
440
– – ﹤0.01% 1593
2025
Q4 		$39.3K Sell
440
-248
-36% -$21.7K ﹤0.01% 1485
2025
Q3 		$58K Buy
688
+248
+56% +$19.5K ﹤0.01% 1329
2025
Q2 		$29.9K Sell
440
-440
-50% -$27.7K ﹤0.01% 1829
2025
Q1 		$52.7K Buy
880
+440
+100% +$26.6K ﹤0.01% 1899
2024
Q4 		$24.9K Hold
440
– – ﹤0.01% 1622
2024
Q3 		$24K Hold
440
– – ﹤0.01% 1495
2024
Q2 		$20.8K Hold
440
– – ﹤0.01% 1337
2024
Q1 		$25K Hold
440
– – ﹤0.01% 1288
2023
Q4 		$22.4K Buy
+440
New +$18.7K ﹤0.01% 1308
2022
Q3 		– Sell
-1,215
Closed -$25K – 2638
2022
Q2 		$25K Sell
1,215
-7
-0.6% -$180 ﹤0.01% 1600
2022
Q1 		$34K Buy
1,222
+7
+0.6% +$258 ﹤0.01% 1543
2021
Q4 		$57K Hold
1,215
– – ﹤0.01% 1423
2021
Q3 		$56K Sell
1,215
-725
-37% -$31.7K ﹤0.01% 1432
2021
Q2 		$81K Buy
1,940
+300
+18% +$11.5K ﹤0.01% 1249
2021
Q1 		$62K Hold
1,640
– – ﹤0.01% 1523
2020
Q4 		$62K Hold
1,640
– – ﹤0.01% 1355
2020
Q3 		$35K Hold
1,640
– – ﹤0.01% 1404
2020
Q2 		$27K Hold
1,640
– – ﹤0.01% 1498
2020
Q1 		$18K Buy
1,640
+1,200
+273% +$22.8K ﹤0.01% 1561
2019
Q4 		$9K Hold
440
– – ﹤0.01% 2026
2019
Q3 		$8K Hold
440
– – ﹤0.01% 1985
2019
Q2 		$8K Hold
440
– – ﹤0.01% 1995
2019
Q1 		$6K Hold
440
– – ﹤0.01% 2011
2018
Q4 		$4K Hold
440
– – ﹤0.01% 2080
2018
Q3 		$5K Hold
440
– – ﹤0.01% 2078
2018
Q2 		$5K Sell
440
-12,000
-96% -$141K ﹤0.01% 1936
2018
Q1 		$140K Hold
12,440
– – 0.01% 641
2017
Q4 		$194K Hold
12,440
– – 0.02% 545
2017
Q3 		$200K Buy
12,440
+12,000
+2,727% +$177K 0.02% 510
2017
Q2 		$5K Hold
440
– – ﹤0.01% 1741
2017
Q1 		$5K Sell
440
-28
-6% -$360 ﹤0.01% 1701
2016
Q4 		$7K Hold
468
– – ﹤0.01% 1549
2016
Q3 		$6K Buy
468
+28
+6% +$499 ﹤0.01% 1538
2016
Q2 		$6K Hold
440
– – ﹤0.01% 1491
2016
Q1 		$6K Buy
+440
New +$6.52K ﹤0.01% 1458

Other funds holding SGI

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

Geneos Wealth Management held its Somnigroup International (SGI) position steady in Q1 2026 at 440 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Geneos Wealth Management first reported a position in SGI in Q1 2016 and has held it in 36 quarters since. The position peaked at $200K in Q3 2017. 523 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Geneos Wealth Management held 440 shares of Somnigroup International worth $32.5K as of Q1 2026.
  • Geneos Wealth Management left its Somnigroup International share count unchanged in Q1 2026.
  • Somnigroup International made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1593 holding.
  • Geneos Wealth Management first reported a position in Somnigroup International in Q1 2016 and has held it in 36 quarters since.
  • Geneos Wealth Management's Somnigroup International position peaked at $200K in Q3 2017.
  • 523 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

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