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Geneos Wealth Management’s SLB Ltd SLB Stock Holding History

Geneos Wealth Management’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.57M Buy
127,794
+9,586
+8% +$465K 0.15% 157
2025
Q4 		$4.54M Sell
118,208
-754
-0.6% -$27.3K 0.11% 222
2025
Q3 		$4.09M Sell
118,962
-3,196
-3% -$111K 0.1% 234
2025
Q2 		$4.13M Buy
122,158
+88,866
+267% +$3.08M 0.1% 249
2025
Q1 		$1.39M Sell
33,292
-18,500
-36% -$758K 0.02% 579
2024
Q4 		$1.99M Buy
51,792
+4,603
+10% +$193K 0.07% 287
2024
Q3 		$1.98M Buy
47,189
+45,704
+3,078% +$2.03M 0.08% 283
2024
Q2 		$70.1K Buy
1,485
+20
+1% +$965 ﹤0.01% 967
2024
Q1 		$80.3K Hold
1,465
– – ﹤0.01% 916
2023
Q4 		$76.2K Sell
1,465
-470
-24% -$25.5K ﹤0.01% 922
2023
Q3 		$113K Buy
1,935
+427
+28% +$24.8K 0.01% 837
2023
Q2 		$74.1K Buy
1,508
+318
+27% +$15.2K ﹤0.01% 961
2023
Q1 		$58.4K Sell
1,190
-657
-36% -$34.9K ﹤0.01% 1023
2022
Q4 		$98.7K Buy
1,847
+145
+9% +$7.22K 0.01% 831
2022
Q3 		$61K Sell
1,702
-5,437
-76% -$197K ﹤0.01% 963
2022
Q2 		$254K Sell
7,139
-364
-5% -$15.2K 0.01% 667
2022
Q1 		$309K Sell
7,503
-11,506
-61% -$451K 0.01% 659
2021
Q4 		$569K Sell
19,009
-8,104
-30% -$255K 0.02% 539
2021
Q3 		$823K Sell
27,113
-1,995
-7% -$57.2K 0.03% 442
2021
Q2 		$954K Sell
29,108
-743
-2% -$22.8K 0.04% 379
2021
Q1 		$807K Sell
29,851
-371
-1% -$9.77K 0.02% 492
2020
Q4 		$837K Buy
30,222
+2,639
+10% +$49.8K 0.03% 401
2020
Q3 		$439K Buy
27,583
+7,411
+37% +$138K 0.02% 466
2020
Q2 		$351K Sell
20,172
-355
-2% -$6.22K 0.02% 497
2020
Q1 		$282K Sell
20,527
-4,261
-17% -$123K 0.02% 514
2019
Q4 		$991K Sell
24,788
-2,383
-9% -$85.1K 0.05% 300
2019
Q3 		$932K Sell
27,171
-865
-3% -$31.6K 0.06% 286
2019
Q2 		$1.11M Buy
28,036
+9,384
+50% +$378K 0.07% 253
2019
Q1 		$812K Buy
18,652
+1,714
+10% +$74.1K 0.05% 308
2018
Q4 		$619K Sell
16,938
-3,602
-18% -$178K 0.05% 333
2018
Q3 		$1.25M Sell
20,540
-894
-4% -$57.6K 0.08% 230
2018
Q2 		$1.44M Sell
21,434
-5,160
-19% -$354K 0.11% 178
2018
Q1 		$1.72M Sell
26,594
-533
-2% -$37.2K 0.15% 142
2017
Q4 		$1.83M Buy
27,127
+7,970
+42% +$516K 0.16% 140
2017
Q3 		$1.34M Buy
19,157
+2,008
+12% +$133K 0.13% 158
2017
Q2 		$1.13M Buy
17,149
+913
+6% +$65.4K 0.12% 169
2017
Q1 		$1.27M Buy
16,236
+1,046
+7% +$85.5K 0.13% 149
2016
Q4 		$1.27M Buy
15,190
+2,971
+24% +$244K 0.17% 133
2016
Q3 		$960K Sell
12,219
-225
-2% -$17.9K 0.13% 166
2016
Q2 		$989K Buy
12,444
+34
+0.3% +$2.61K 0.14% 155
2016
Q1 		$895K Buy
+12,410
New +$873K 0.14% 160

Other funds holding SLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Geneos Wealth Management increased its SLB Ltd (SLB) stake by 8.1% in Q1 2026, buying an estimated $465K and bringing the position to 127,794 shares worth $6.57M. The position accounts for 0.15% of the portfolio, ranked #157.

Geneos Wealth Management first reported a position in SLB in Q1 2016 and has held it in 41 quarters since. 1,681 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • Geneos Wealth Management held 127,794 shares of SLB Ltd worth $6.57M as of Q1 2026.
  • Geneos Wealth Management bought 9,586 SLB Ltd shares in Q1 2026, an estimated $465K.
  • SLB Ltd made up 0.15% of Geneos Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Geneos Wealth Management first reported a position in SLB Ltd in Q1 2016 and has held it in 41 quarters since.
  • 1,681 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

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