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Geneos Wealth Management’s Skyward Specialty Insurance SKWD Stock Holding History

Geneos Wealth Management’s Portfolio SKWD Stock Details SKWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.7K Hold
492
– – ﹤0.01% 1677
2026
Q1 		$21.5K Buy
+492
New +$22.3K ﹤0.01% 1737

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management held its Skyward Specialty Insurance (SKWD) position steady in Q2 2026 at 492 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Geneos Wealth Management first reported a position in SKWD in Q1 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Geneos Wealth Management held 492 shares of Skyward Specialty Insurance worth $28.7K as of Q2 2026.
  • Geneos Wealth Management left its Skyward Specialty Insurance share count unchanged in Q2 2026.
  • Skyward Specialty Insurance made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1677 holding.
  • Geneos Wealth Management first reported a position in Skyward Specialty Insurance in Q1 2026 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

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