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Geneos Wealth Management’s Steris STE Stock Holding History

Geneos Wealth Management’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77K Sell
8
-11
-58% -$2.69K ﹤0.01% 2337
2025
Q4 		$4.82K Buy
19
+11
+138% +$2.76K ﹤0.01% 2152
2025
Q3 		$1.98K Sell
8
-166
-95% -$39.7K ﹤0.01% 2321
2025
Q2 		$41.8K Sell
174
-105
-38% -$24.4K ﹤0.01% 1674
2025
Q1 		$63.2K Buy
279
+254
+1,016% +$55.9K ﹤0.01% 1790
2024
Q4 		$5.14K Buy
25
+4
+19% +$878 ﹤0.01% 2324
2024
Q3 		$5.09K Buy
21
+13
+163% +$3.04K ﹤0.01% 2070
2024
Q2 		$1.76K Hold
8
– – ﹤0.01% 1911
2024
Q1 		$1.8K Hold
8
– – ﹤0.01% 1917
2023
Q4 		$1.76K Sell
8
-3
-27% -$634 ﹤0.01% 1937
2023
Q3 		$2.41K Buy
11
+3
+38% +$679 ﹤0.01% 1906
2023
Q2 		$1.8K Hold
8
– – ﹤0.01% 1938
2023
Q1 		$1.53K Sell
8
-15
-65% -$2.9K ﹤0.01% 1947
2022
Q4 		$4.25K Buy
23
+15
+188% +$2.64K ﹤0.01% 1742
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1968
2022
Q2 		$1K Hold
8
– – ﹤0.01% 2543
2022
Q1 		$1K Sell
8
-19
-70% -$4.4K ﹤0.01% 2698
2021
Q4 		$6K Buy
27
+6
+29% +$1.37K ﹤0.01% 2371
2021
Q3 		$4K Hold
21
– – ﹤0.01% 2531
2021
Q2 		$4K Buy
21
+13
+163% +$2.62K ﹤0.01% 2533
2021
Q1 		$1K Hold
8
– – ﹤0.01% 3062
2020
Q4 		$1K Hold
8
– – ﹤0.01% 2831
2020
Q3 		$1K Hold
8
– – ﹤0.01% 2569
2020
Q2 		$1K Hold
8
– – ﹤0.01% 2509
2020
Q1 		$1K Hold
8
– – ﹤0.01% 2421
2019
Q4 		$1K Hold
8
– – ﹤0.01% 2500
2019
Q3 		$1K Hold
8
– – ﹤0.01% 2437
2019
Q2 		$1K Hold
8
– – ﹤0.01% 2441
2019
Q1 		$1K Buy
+8
New +$942 ﹤0.01% 2354

Other funds holding STE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Geneos Wealth Management reduced its Steris (STE) stake by 58% in Q1 2026, selling an estimated $2.69K and leaving 8 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Geneos Wealth Management first reported a position in STE in Q1 2019 and has held it in 29 quarters since. The position peaked at $63.2K in Q1 2025. 838 funds tracked by Wall St. Rank hold STE as of Q1 2026.

  • Geneos Wealth Management held 8 shares of Steris worth $1.77K as of Q1 2026.
  • Geneos Wealth Management sold 11 Steris shares in Q1 2026, an estimated $2.69K.
  • Steris made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2337 holding.
  • Geneos Wealth Management first reported a position in Steris in Q1 2019 and has held it in 29 quarters since.
  • Geneos Wealth Management's Steris position peaked at $63.2K in Q1 2025.
  • 838 funds tracked by Wall St. Rank held Steris as of Q1 2026.

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