Geneos Wealth Management’s SunOpta STKL Stock Holding History

Geneos Wealth Management’s Portfolio STKL Stock Details STKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.24K	Hold	500	–	–	﹤0.01%	2240
2025 Q4	$1.9K	Hold	500	–	–	﹤0.01%	2325
2025 Q3	$2.93K	Sell	500 -184	-27%	-$1.14K	﹤0.01%	2251
2025 Q2	$3.97K	Sell	684 -1,052	-61%	-$5.53K	﹤0.01%	2635
2025 Q1	$8.44K	Buy	1,736 +1,052	+154%	+$7K	﹤0.01%	2617
2024 Q4	$5.27K	Buy	684 +500	+272%	+$3.54K	﹤0.01%	2313
2024 Q3	$1.17K	Buy	+184	New	+$1.08K	﹤0.01%	2416
2024 Q2	–	Sell	-1,000	Closed	-$6.87K	–	2172
2024 Q1	$6.87K	Hold	1,000	–	–	﹤0.01%	1642
2023 Q4	$5.47K	Hold	1,000	–	–	﹤0.01%	1707
2023 Q3	$3.37K	Hold	1,000	–	–	﹤0.01%	1841
2023 Q2	$6.69K	Hold	1,000	–	–	﹤0.01%	1671
2023 Q1	$7.7K	Hold	1,000	–	–	﹤0.01%	1616
2022 Q4	$8.44K	Hold	1,000	–	–	﹤0.01%	1575
2022 Q3	$9K	Hold	1,000	–	–	﹤0.01%	1554
2022 Q2	$8K	Sell	1,000 -24	-2%	-$158	﹤0.01%	2050
2022 Q1	$5K	Buy	1,024 +24	+2%	+$127	﹤0.01%	2358
2021 Q4	$6K	Hold	1,000	–	–	﹤0.01%	2372
2021 Q3	$8K	Hold	1,000	–	–	﹤0.01%	2319
2021 Q2	$12K	Hold	1,000	–	–	﹤0.01%	2142
2021 Q1	$12K	Hold	1,000	–	–	﹤0.01%	2310
2020 Q4	$14K	Hold	1,000	–	–	﹤0.01%	2093
2020 Q3	$7K	Hold	1,000	–	–	﹤0.01%	2087
2020 Q2	$4K	Hold	1,000	–	–	﹤0.01%	2233
2020 Q1	$1K	Hold	1,000	–	–	﹤0.01%	2422
2019 Q4	$2K	Hold	1,000	–	–	﹤0.01%	2402
2019 Q3	$1K	Hold	1,000	–	–	﹤0.01%	2438
2019 Q2	$3K	Sell	1,000 -3,000	-75%	-$11.1K	﹤0.01%	2256
2019 Q1	$13K	Buy	4,000 +3,000	+300%	+$11.6K	﹤0.01%	1754
2018 Q4	$3K	Hold	1,000	–	–	﹤0.01%	2140
2018 Q3	$7K	Buy	+1,000	New	+$7.97K	﹤0.01%	1987
2018 Q2	–	Sell	-1,000	Closed	-$7K	–	2319
2018 Q1	$7K	Hold	1,000	–	–	﹤0.01%	1781
2017 Q4	$7K	Hold	1,000	–	–	﹤0.01%	1748
2017 Q3	$8K	Hold	1,000	–	–	﹤0.01%	1650
2017 Q2	$10K	Hold	1,000	–	–	﹤0.01%	1548
2017 Q1	$6K	Hold	1,000	–	–	﹤0.01%	1655
2016 Q4	$7K	Hold	1,000	–	–	﹤0.01%	1544
2016 Q3	$7K	Buy	+1,000	New	+$6.07K	﹤0.01%	1493
2016 Q2	–	Sell	-1,020	Closed	-$4K	–	1847
2016 Q1	$4K	Buy	+1,020	New	+$5.57K	﹤0.01%	1565

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Geneos Wealth Management held its SunOpta (STKL) position steady in Q1 2026 at 500 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

Geneos Wealth Management first reported a position in STKL in Q1 2016 and has held it in 38 quarters since. The position peaked at $14K in Q4 2020. 199 funds tracked by Wall St. Rank hold STKL as of Q1 2026.

Geneos Wealth Management held 500 shares of SunOpta worth $3.24K as of Q1 2026.
Geneos Wealth Management left its SunOpta share count unchanged in Q1 2026.
SunOpta made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2240 holding.
Geneos Wealth Management first reported a position in SunOpta in Q1 2016 and has held it in 38 quarters since.
Geneos Wealth Management's SunOpta position peaked at $14K in Q4 2020.
199 funds tracked by Wall St. Rank held SunOpta as of Q1 2026.

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