Geneos Wealth Management’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $246K | Hold |
676
| – | – | 0.01% | 897 |
|
|
2025
Q4 | $233K | Buy |
676
+338
| +100% | +$116K | 0.01% | 881 |
|
|
2025
Q3 | $117K | Sell |
338
-77
| -19% | -$25.2K | ﹤0.01% | 1071 |
|
|
2025
Q2 | $129K | Sell |
415
-444
| -52% | -$141K | ﹤0.01% | 1150 |
|
|
2025
Q1 | $289K | Buy |
859
+486
| +130% | +$165K | ﹤0.01% | 1090 |
|
|
2024
Q4 | $127K | Buy |
373
+1
| +0.3% | +$338 | ﹤0.01% | 988 |
|
|
2024
Q3 | $108K | Sell |
372
-39
| -9% | -$10.7K | ﹤0.01% | 942 |
|
|
2024
Q2 | $107K | Sell |
411
-27
| -6% | -$7.41K | ﹤0.01% | 849 |
|
|
2024
Q1 | $130K | Buy |
438
+27
| +7% | +$7.66K | 0.01% | 796 |
|
|
2023
Q4 | $119K | Sell |
411
-50
| -11% | -$13.5K | 0.01% | 792 |
|
|
2023
Q3 | $118K | Hold |
461
| – | – | 0.01% | 827 |
|
|
2023
Q2 | $133K | Hold |
461
| – | – | 0.01% | 795 |
|
|
2023
Q1 | $114K | Hold |
461
| – | – | 0.01% | 805 |
|
|
2022
Q4 | $105K | Hold |
461
| – | – | 0.01% | 814 |
|
|
2022
Q3 | $92K | Sell |
461
-95
| -17% | -$20.5K | 0.01% | 833 |
|
|
2022
Q2 | $110K | Sell |
556
-6
| -1% | -$1.28K | 0.01% | 979 |
|
|
2022
Q1 | $115K | Buy |
562
+94
| +20% | +$19.8K | ﹤0.01% | 1030 |
|
|
2021
Q4 | $100K | Buy |
468
+7
| +2% | +$1.5K | ﹤0.01% | 1170 |
|
|
2021
Q3 | $96K | Sell |
461
-22
| -5% | -$4.88K | ﹤0.01% | 1189 |
|
|
2021
Q2 | $108K | Sell |
483
-176
| -27% | -$42.1K | ﹤0.01% | 1136 |
|
|
2021
Q1 | $156K | Hold |
659
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q4 | $106K | Buy |
659
+198
| +43% | +$33.1K | ﹤0.01% | 1125 |
|
|
2020
Q3 | $65K | Hold |
461
| – | – | ﹤0.01% | 1134 |
|
|
2020
Q2 | $61K | Sell |
461
-7
| -1% | -$889 | ﹤0.01% | 1138 |
|
|
2020
Q1 | $50K | Hold |
468
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q4 | $79K | Sell |
468
-12
| -3% | -$1.96K | ﹤0.01% | 1051 |
|
|
2019
Q3 | $74K | Hold |
480
| – | – | ﹤0.01% | 1004 |
|
|
2019
Q2 | $79K | Buy |
480
+9
| +2% | +$1.46K | ﹤0.01% | 1000 |
|
|
2019
Q1 | $73K | Buy |
471
+7
| +2% | +$1.11K | ﹤0.01% | 982 |
|
|
2018
Q4 | $66K | Sell |
464
-42
| -8% | -$6.64K | ﹤0.01% | 984 |
|
|
2018
Q3 | $92K | Buy |
506
+45
| +10% | +$7.84K | 0.01% | 919 |
|
|
2018
Q2 | $74K | Hold |
461
| – | – | 0.01% | 889 |
|
|
2018
Q1 | $68K | Hold |
461
| – | – | 0.01% | 886 |
|
|
2017
Q4 | $80K | Hold |
461
| – | – | 0.01% | 820 |
|
|
2017
Q3 | $68K | Buy |
461
+411
| +822% | +$61.8K | 0.01% | 835 |
|
|
2017
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 1649 |
|
|
2017
Q1 | $8K | Buy |
50
+17
| +52% | +$2.92K | ﹤0.01% | 1571 |
|
|
2016
Q4 | $5K | Hold |
33
| – | – | ﹤0.01% | 1643 |
|
|
2016
Q3 | $5K | Buy |
+33
| New | +$5.1K | ﹤0.01% | 1587 |
|
Other funds holding SNA
VCM
VPM
Geneos Wealth Management's SNA Position: Q1 2026 in Review
Geneos Wealth Management held its Snap-on (SNA) position steady in Q1 2026 at 676 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #897.
Geneos Wealth Management first reported a position in SNA in Q3 2016 and has held it in 39 quarters since. The position peaked at $289K in Q1 2025. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.
- Geneos Wealth Management held 676 shares of Snap-on worth $246K as of Q1 2026.
- Geneos Wealth Management left its Snap-on share count unchanged in Q1 2026.
- Snap-on made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #897 holding.
- Geneos Wealth Management first reported a position in Snap-on in Q3 2016 and has held it in 39 quarters since.
- Geneos Wealth Management's Snap-on position peaked at $289K in Q1 2025.
- 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.