Geneos Wealth Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.1K | Hold |
241
| – | – | ﹤0.01% | 1872 |
|
|
2025
Q4 | $15.1K | Hold |
241
| – | – | ﹤0.01% | 1832 |
|
|
2025
Q3 | $14.5K | Sell |
241
-150
| -38% | -$9.02K | ﹤0.01% | 1842 |
|
|
2025
Q2 | $26K | Sell |
391
-561
| -59% | -$34.4K | ﹤0.01% | 1910 |
|
|
2025
Q1 | $54.5K | Buy |
952
+561
| +143% | +$32K | ﹤0.01% | 1881 |
|
|
2024
Q4 | $23.2K | Hold |
391
| – | – | ﹤0.01% | 1660 |
|
|
2024
Q3 | $22.7K | Hold |
391
| – | – | ﹤0.01% | 1520 |
|
|
2024
Q2 | $19.2K | Hold |
391
| – | – | ﹤0.01% | 1365 |
|
|
2024
Q1 | $21.4K | Hold |
391
| – | – | ﹤0.01% | 1341 |
|
|
2023
Q4 | $20.3K | Buy |
391
+22
| +6% | +$1.08K | ﹤0.01% | 1344 |
|
|
2023
Q3 | $18K | Hold |
369
| – | – | ﹤0.01% | 1411 |
|
|
2023
Q2 | $19.2K | Hold |
369
| – | – | ﹤0.01% | 1390 |
|
|
2023
Q1 | $17.2K | Sell |
369
-130
| -26% | -$6.26K | ﹤0.01% | 1392 |
|
|
2022
Q4 | $23.2K | Hold |
499
| – | – | ﹤0.01% | 1290 |
|
|
2022
Q3 | $19K | Sell |
499
-700
| -58% | -$31.4K | ﹤0.01% | 1342 |
|
|
2022
Q2 | $55K | Sell |
1,199
-2,765
| -70% | -$138K | ﹤0.01% | 1243 |
|
|
2022
Q1 | $221K | Buy |
3,964
+130
| +3% | +$7.16K | 0.01% | 765 |
|
|
2021
Q4 | $213K | Sell |
3,834
-609
| -14% | -$33.7K | 0.01% | 836 |
|
|
2021
Q3 | $228K | Hold |
4,443
| – | – | 0.01% | 804 |
|
|
2021
Q2 | $229K | Sell |
4,443
-934
| -17% | -$49.3K | 0.01% | 789 |
|
|
2021
Q1 | $290K | Sell |
5,377
-1,694
| -24% | -$82.9K | 0.01% | 816 |
|
|
2020
Q4 | $245K | Buy |
7,071
+2,246
| +47% | +$97.3K | 0.01% | 760 |
|
|
2020
Q3 | $194K | Hold |
4,825
| – | – | 0.01% | 700 |
|
|
2020
Q2 | $170K | Hold |
4,825
| – | – | 0.01% | 717 |
|
|
2020
Q1 | $146K | Hold |
4,825
| – | – | 0.01% | 717 |
|
|
2019
Q4 | $219K | Hold |
4,825
| – | – | 0.01% | 672 |
|
|
2019
Q3 | $214K | Hold |
4,825
| – | – | 0.01% | 640 |
|
|
2019
Q2 | $199K | Buy |
4,825
+112
| +2% | +$4.5K | 0.01% | 667 |
|
|
2019
Q1 | $181K | Buy |
4,713
+300
| +7% | +$11K | 0.01% | 677 |
|
|
2018
Q4 | $143K | Hold |
4,413
| – | – | 0.01% | 717 |
|
|
2018
Q3 | $175K | Hold |
4,413
| – | – | 0.01% | 684 |
|
|
2018
Q2 | $177K | Hold |
4,413
| – | – | 0.01% | 597 |
|
|
2018
Q1 | $181K | Hold |
4,413
| – | – | 0.02% | 567 |
|
|
2017
Q4 | $182K | Hold |
4,413
| – | – | 0.02% | 567 |
|
|
2017
Q3 | $175K | Sell |
4,413
-450
| -9% | -$17.2K | 0.02% | 550 |
|
|
2017
Q2 | $173K | Hold |
4,863
| – | – | 0.02% | 531 |
|
|
2017
Q1 | $177K | Hold |
4,863
| – | – | 0.02% | 513 |
|
|
2016
Q4 | $186K | Sell |
4,863
-166
| -3% | -$6.01K | 0.02% | 471 |
|
|
2016
Q3 | $163K | Hold |
5,029
| – | – | 0.02% | 488 |
|
|
2016
Q2 | $165K | Sell |
5,029
-365
| -7% | -$12.2K | 0.02% | 483 |
|
|
2016
Q1 | $173K | Buy |
+5,394
| New | +$158K | 0.03% | 464 |
|
Other funds holding SLF
VCM
Geneos Wealth Management's SLF Position: Q1 2026 in Review
Geneos Wealth Management held its Sun Life Financial (SLF) position steady in Q1 2026 at 241 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.
Geneos Wealth Management first reported a position in SLF in Q1 2016 and has held it in 41 quarters since. The position peaked at $290K in Q1 2021. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.
- Geneos Wealth Management held 241 shares of Sun Life Financial worth $15.1K as of Q1 2026.
- Geneos Wealth Management left its Sun Life Financial share count unchanged in Q1 2026.
- Sun Life Financial made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1872 holding.
- Geneos Wealth Management first reported a position in Sun Life Financial in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Sun Life Financial position peaked at $290K in Q1 2021.
- 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.