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Geneos Wealth Management’s StoneCo STNE Stock Holding History

Geneos Wealth Management’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.86K Buy
633
+233
+58% +$2.76K ﹤0.01% 2101
2026
Q1 		$5.65K Sell
400
-114
-22% -$1.75K ﹤0.01% 2135
2025
Q4 		$7.6K Buy
514
+214
+71% +$3.58K ﹤0.01% 2041
2025
Q3 		$5.67K Buy
300
+35
+13% +$556 ﹤0.01% 2115
2025
Q2 		$4.25K Buy
265
+100
+61% +$1.33K ﹤0.01% 2619
2025
Q1 		$1.73K Hold
165
– – ﹤0.01% 2807
2024
Q4 		$1.31K Hold
165
– – ﹤0.01% 2715
2024
Q3 		$1.86K Sell
165
-660
-80% -$8.42K ﹤0.01% 2314
2024
Q2 		$9.89K Sell
825
-500
-38% -$7.37K ﹤0.01% 1551
2024
Q1 		$22K Sell
1,325
-2,300
-63% -$39.4K ﹤0.01% 1327
2023
Q4 		$65.4K Sell
3,625
-7,900
-69% -$104K ﹤0.01% 977
2023
Q3 		$123K Sell
11,525
-2,000
-15% -$24.6K 0.01% 815
2023
Q2 		$172K Sell
13,525
-900
-6% -$11.2K 0.01% 715
2023
Q1 		$138K Hold
14,425
– – 0.01% 751
2022
Q4 		$136K Sell
14,425
-1,500
-9% -$15.7K 0.01% 749
2022
Q3 		$151K Sell
15,925
-1,650
-9% -$15.8K 0.01% 683
2022
Q2 		$136K Buy
17,575
+9,000
+105% +$86.1K 0.01% 894
2022
Q1 		$100K Buy
+8,575
New +$112K ﹤0.01% 1096
2021
Q2 		– Sell
-37
Closed -$2K – 3099
2021
Q1 		$2K Buy
+37
New +$2.89K ﹤0.01% 2932
2020
Q2 		– Sell
-500
Closed -$12K – 2620
2020
Q1 		$12K Sell
500
-4,550
-90% -$173K ﹤0.01% 1742
2019
Q4 		$197K Sell
5,050
-340
-6% -$12.4K 0.01% 705
2019
Q3 		$184K Buy
+5,390
New +$180K 0.01% 685

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

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

Geneos Wealth Management increased its StoneCo (STNE) stake by 58% in Q2 2026, buying an estimated $2.76K and bringing the position to 633 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Geneos Wealth Management first reported a position in STNE in Q3 2019 and has held it in 22 quarters since. The position peaked at $197K in Q4 2019. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • Geneos Wealth Management held 633 shares of StoneCo worth $6.86K as of Q2 2026.
  • Geneos Wealth Management bought 233 StoneCo shares in Q2 2026, an estimated $2.76K.
  • StoneCo made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2101 holding.
  • Geneos Wealth Management first reported a position in StoneCo in Q3 2019 and has held it in 22 quarters since.
  • Geneos Wealth Management's StoneCo position peaked at $197K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

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