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Geneos Wealth Management’s SoFi Technologies SOFI Stock Holding History

Geneos Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$167K Buy
9,325
+2,331
+33% +$39.5K ﹤0.01% 1056
2026
Q1 		$111K Buy
6,994
+1,669
+31% +$35.2K ﹤0.01% 1145
2025
Q4 		$139K Hold
5,325
– – ﹤0.01% 1051
2025
Q3 		$141K Sell
5,325
-3,811
-42% -$90.4K ﹤0.01% 1013
2025
Q2 		$166K Sell
9,136
-2,283
-20% -$30.1K ﹤0.01% 1062
2025
Q1 		$133K Sell
11,419
-136
-1% -$1.96K ﹤0.01% 1064
2024
Q4 		$178K Sell
11,555
-6,050
-34% -$78.6K 0.01% 881
2024
Q3 		$138K Buy
17,605
+7,580
+76% +$55.1K 0.01% 868
2024
Q2 		$66.3K Sell
10,025
-717
-7% -$5.06K ﹤0.01% 980
2024
Q1 		$78.4K Buy
10,742
+617
+6% +$4.9K ﹤0.01% 927
2023
Q4 		$101K Buy
10,125
+2,900
+40% +$23.1K 0.01% 836
2023
Q3 		$57.7K Buy
7,225
+3,300
+84% +$29K ﹤0.01% 1042
2023
Q2 		$32.7K Buy
3,925
+1,275
+48% +$8.31K ﹤0.01% 1214
2023
Q1 		$16.1K Hold
2,650
– – ﹤0.01% 1408
2022
Q4 		$12.2K Hold
2,650
– – ﹤0.01% 1477
2022
Q3 		$12K Sell
2,650
-1,075
-29% -$6.8K ﹤0.01% 1475
2022
Q2 		$20K Buy
3,725
+1,465
+65% +$9.9K ﹤0.01% 1686
2022
Q1 		$21K Buy
+2,260
New +$26K ﹤0.01% 1791
2021
Q2 		– Sell
-240
Closed -$4K – 3092
2021
Q1 		$4K Hold
240
– – ﹤0.01% 2745
2020
Q4 		$4K Buy
+240
New +$2.71K ﹤0.01% 2560

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Geneos Wealth Management increased its SoFi Technologies (SOFI) stake by 33% in Q2 2026, buying an estimated $39.5K and bringing the position to 9,325 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Geneos Wealth Management first reported a position in SOFI in Q4 2020 and has held it in 20 quarters since. The position peaked at $178K in Q4 2024. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Geneos Wealth Management held 9,325 shares of SoFi Technologies worth $167K as of Q2 2026.
  • Geneos Wealth Management bought 2,331 SoFi Technologies shares in Q2 2026, an estimated $39.5K.
  • SoFi Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1056 holding.
  • Geneos Wealth Management first reported a position in SoFi Technologies in Q4 2020 and has held it in 20 quarters since.
  • Geneos Wealth Management's SoFi Technologies position peaked at $178K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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