Geneos Wealth Management’s Stanley Black & Decker SWK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$148K	Buy	2,078 +7	+0.3%	+$562	﹤0.01%	1060
2025 Q4	$154K	Buy	2,071 +6	+0.3%	+$423	﹤0.01%	1014
2025 Q3	$154K	Buy	2,065 +6	+0.3%	+$440	﹤0.01%	995
2025 Q2	$140K	Sell	2,059 -1,140	-36%	-$73.6K	﹤0.01%	1121
2025 Q1	$246K	Buy	3,199 +1,642	+105%	+$138K	﹤0.01%	1146
2024 Q4	$125K	Buy	1,557 +503	+48%	+$46.6K	﹤0.01%	993
2024 Q3	$116K	Buy	1,054 +2	+0.2%	+$192	﹤0.01%	927
2024 Q2	$84.1K	Buy	1,052 +2	+0.2%	+$176	﹤0.01%	919
2024 Q1	$103K	Sell	1,050 -97	-8%	-$8.94K	﹤0.01%	838
2023 Q4	$113K	Buy	1,147 +386	+51%	+$34K	0.01%	806
2023 Q3	$63.6K	Buy	761 +3	+0.4%	+$278	﹤0.01%	1012
2023 Q2	$71.1K	Buy	758 +2	+0.3%	+$166	﹤0.01%	974
2023 Q1	$60.9K	Buy	756 +2	+0.3%	+$168	﹤0.01%	1010
2022 Q4	$56.6K	Buy	754 +3	+0.4%	+$234	﹤0.01%	1009
2022 Q3	$56K	Sell	751 -16	-2%	-$1.54K	﹤0.01%	994
2022 Q2	$82K	Buy	767 +2	+0.3%	+$246	﹤0.01%	1092
2022 Q1	$106K	Buy	765 +102	+15%	+$16.8K	﹤0.01%	1069
2021 Q4	$125K	Buy	663 +19	+3%	+$3.51K	﹤0.01%	1082
2021 Q3	$112K	Buy	644 +1	+0.2%	+$195	﹤0.01%	1126
2021 Q2	$133K	Buy	643 +1	+0.2%	+$207	0.01%	1046
2021 Q1	$132K	Sell	642 -239	-27%	-$43.3K	﹤0.01%	1168
2020 Q4	$175K	Buy	881 +239	+37%	+$42.4K	0.01%	885
2020 Q3	$102K	Hold	642	–	–	0.01%	934
2020 Q2	$87K	Hold	642	–	–	﹤0.01%	981
2020 Q1	$62K	Buy	642 +238	+59%	+$34K	﹤0.01%	1035
2019 Q4	$67K	Hold	404	–	–	﹤0.01%	1120
2019 Q3	$57K	Hold	404	–	–	﹤0.01%	1124
2019 Q2	$58K	Hold	404	–	–	﹤0.01%	1117
2019 Q1	$55K	Hold	404	–	–	﹤0.01%	1094
2018 Q4	$48K	Sell	404 -382	-49%	-$47.7K	﹤0.01%	1118
2018 Q3	$115K	Buy	786 +345	+78%	+$49.1K	0.01%	840
2018 Q2	$58K	Hold	441	–	–	﹤0.01%	978
2018 Q1	$67K	Sell	441 -200	-31%	-$32.5K	0.01%	895
2017 Q4	$108K	Buy	641 +100	+18%	+$16.4K	0.01%	722
2017 Q3	$81K	Hold	541	–	–	0.01%	770
2017 Q2	$76K	Hold	541	–	–	0.01%	776
2017 Q1	$71K	Buy	541 +81	+18%	+$10.2K	0.01%	768
2016 Q4	$52K	Hold	460	–	–	0.01%	826
2016 Q3	$56K	Sell	460 -19	-4%	-$2.29K	0.01%	777
2016 Q2	$53K	Hold	479	–	–	0.01%	792
2016 Q1	$51K	Buy	+479	New	+$46.5K	0.01%	796

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geneos Wealth Management increased its Stanley Black & Decker (SWK) stake by 0.34% in Q1 2026, buying an estimated $562 and bringing the position to 2,078 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Geneos Wealth Management first reported a position in SWK in Q1 2016 and has held it in 41 quarters since. The position peaked at $246K in Q1 2025. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Geneos Wealth Management held 2,078 shares of Stanley Black & Decker worth $148K as of Q1 2026.
Geneos Wealth Management bought 7 Stanley Black & Decker shares in Q1 2026, an estimated $562.
Stanley Black & Decker made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1060 holding.
Geneos Wealth Management first reported a position in Stanley Black & Decker in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's Stanley Black & Decker position peaked at $246K in Q1 2025.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

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