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Geneos Wealth Management’s SiriusXM SIRI Stock Holding History

Geneos Wealth Management’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.6K Hold
978
– – ﹤0.01% 1722
2025
Q4 		$19.6K Sell
978
-300
-23% -$6.45K ﹤0.01% 1726
2025
Q3 		$29.7K Sell
1,278
-200
-14% -$4.63K ﹤0.01% 1574
2025
Q2 		$34K Sell
1,478
-3,065
-67% -$66K ﹤0.01% 1769
2025
Q1 		$102K Buy
4,543
+3,200
+238% +$75.4K ﹤0.01% 1561
2024
Q4 		$30.6K Buy
1,343
+1,144
+575% +$29.2K ﹤0.01% 1533
2024
Q3 		$4.7K Sell
199
-120
-38% -$3.73K ﹤0.01% 2088
2024
Q2 		$9.02K Buy
319
+20
+7% +$597 ﹤0.01% 1573
2024
Q1 		$11.6K Hold
299
– – ﹤0.01% 1511
2023
Q4 		$16.3K Sell
299
-10
-3% -$480 ﹤0.01% 1425
2023
Q3 		$14K Sell
309
-221
-42% -$10.3K ﹤0.01% 1481
2023
Q2 		$24K Buy
530
+2
+0.4% +$76 ﹤0.01% 1312
2023
Q1 		$21K Sell
528
-49
-8% -$2.35K ﹤0.01% 1333
2022
Q4 		$33.7K Buy
577
+1
+0.2% +$61 ﹤0.01% 1186
2022
Q3 		$32K Sell
576
-1,505
-72% -$94.6K ﹤0.01% 1183
2022
Q2 		$129K Sell
2,081
-29
-1% -$1.8K 0.01% 909
2022
Q1 		$139K Buy
2,110
+12
+0.6% +$755 0.01% 956
2021
Q4 		$133K Buy
2,098
+30
+1% +$1.88K 0.01% 1064
2021
Q3 		$126K Buy
2,068
+32
+2% +$2.01K ﹤0.01% 1069
2021
Q2 		$134K Buy
2,036
+146
+8% +$9.16K 0.01% 1037
2021
Q1 		$115K Sell
1,890
-774
-29% -$47.2K ﹤0.01% 1238
2020
Q4 		$131K Sell
2,664
-673
-20% -$41.3K 0.01% 1021
2020
Q3 		$170K Buy
3,337
+309
+10% +$17.7K 0.01% 736
2020
Q2 		$167K Sell
3,028
-361
-11% -$20.2K 0.01% 720
2020
Q1 		$167K Sell
3,389
-506
-13% -$33.1K 0.01% 673
2019
Q4 		$277K Sell
3,895
-6
-0.2% -$404 0.01% 583
2019
Q3 		$242K Sell
3,901
-69
-2% -$4.24K 0.01% 586
2019
Q2 		$221K Sell
3,970
-48
-1% -$2.73K 0.01% 635
2019
Q1 		$227K Buy
4,018
+211
+6% +$12.6K 0.02% 606
2018
Q4 		$217K Sell
3,807
-86
-2% -$5.23K 0.02% 579
2018
Q3 		$246K Sell
3,893
-1,890
-33% -$132K 0.02% 570
2018
Q2 		$391K Sell
5,783
-472
-8% -$31.9K 0.03% 373
2018
Q1 		$390K Buy
6,255
+250
+4% +$15K 0.03% 357
2017
Q4 		$321K Sell
6,005
-217
-3% -$12K 0.03% 407
2017
Q3 		$343K Sell
6,222
-239
-4% -$13.2K 0.03% 375
2017
Q2 		$353K Buy
6,461
+278
+4% +$14.2K 0.04% 360
2017
Q1 		$318K Sell
6,183
-27
-0.4% -$1.33K 0.03% 374
2016
Q4 		$276K Sell
6,210
-137
-2% -$5.96K 0.04% 388
2016
Q3 		$264K Sell
6,347
-56
-0.9% -$2.34K 0.04% 386
2016
Q2 		$254K Sell
6,403
-80
-1% -$3.14K 0.04% 386
2016
Q1 		$256K Buy
+6,483
New +$242K 0.04% 376

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geneos Wealth Management held its SiriusXM (SIRI) position steady in Q1 2026 at 978 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Geneos Wealth Management first reported a position in SIRI in Q1 2016 and has held it in 41 quarters since. The position peaked at $391K in Q2 2018. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • Geneos Wealth Management held 978 shares of SiriusXM worth $22.6K as of Q1 2026.
  • Geneos Wealth Management left its SiriusXM share count unchanged in Q1 2026.
  • SiriusXM made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1722 holding.
  • Geneos Wealth Management first reported a position in SiriusXM in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's SiriusXM position peaked at $391K in Q2 2018.
  • 559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

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