Geneos Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $52.9K | Buy |
695
+264
| +61% | +$19.4K | ﹤0.01% | 1438 |
|
|
2026
Q1 | $29.3K | Sell |
431
-463
| -52% | -$33.7K | ﹤0.01% | 1632 |
|
|
2025
Q4 | $74.6K | Buy |
894
+463
| +107% | +$35.4K | ﹤0.01% | 1253 |
|
|
2025
Q3 | $30.6K | Sell |
431
-283
| -40% | -$20.5K | ﹤0.01% | 1557 |
|
|
2025
Q2 | $47.7K | Buy |
714
+124
| +21% | +$6.93K | ﹤0.01% | 1597 |
|
|
2025
Q1 | $31.2K | Buy |
590
+455
| +337% | +$28.1K | ﹤0.01% | 1717 |
|
|
2024
Q4 | $8.78K | Buy |
135
+32
| +31% | +$1.96K | ﹤0.01% | 2100 |
|
|
2024
Q3 | $5.14K | Buy |
103
+89
| +636% | +$4.31K | ﹤0.01% | 2067 |
|
|
2024
Q2 | $661 | Hold |
14
| – | – | ﹤0.01% | 2025 |
|
|
2024
Q1 | $604 | Sell |
14
-100
| -88% | -$3.98K | ﹤0.01% | 2106 |
|
|
2023
Q4 | $4.35K | Buy |
114
+14
| +14% | +$443 | ﹤0.01% | 1756 |
|
|
2023
Q3 | $3.06K | Hold |
100
| – | – | ﹤0.01% | 1860 |
|
|
2023
Q2 | $3.39K | Hold |
100
| – | – | ﹤0.01% | 1833 |
|
|
2023
Q1 | $2.91K | Hold |
100
| – | – | ﹤0.01% | 1838 |
|
|
2022
Q4 | $3.29K | Hold |
100
| – | – | ﹤0.01% | 1791 |
|
|
2022
Q3 | $2K | Sell |
100
-48
| -32% | -$1.55K | ﹤0.01% | 1872 |
|
|
2022
Q2 | $4K | Hold |
148
| – | – | ﹤0.01% | 2279 |
|
|
2022
Q1 | $5K | Sell |
148
-1,440
| -91% | -$60.3K | ﹤0.01% | 2360 |
|
|
2021
Q4 | $73K | Buy |
1,588
+240
| +18% | +$11.5K | ﹤0.01% | 1306 |
|
|
2021
Q3 | $67K | Hold |
1,348
| – | – | ﹤0.01% | 1351 |
|
|
2021
Q2 | $66K | Sell |
1,348
-102
| -7% | -$4.65K | ﹤0.01% | 1352 |
|
|
2021
Q1 | $63K | Hold |
1,450
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q4 | $58K | Buy |
1,450
+1,234
| +571% | +$37.1K | ﹤0.01% | 1387 |
|
|
2020
Q3 | $5K | Hold |
216
| – | – | ﹤0.01% | 2202 |
|
|
2020
Q2 | $4K | Buy |
216
+1
| +0.5% | +$19 | ﹤0.01% | 2234 |
|
|
2020
Q1 | $3K | Buy |
215
+1
| +0.5% | +$29 | ﹤0.01% | 2206 |
|
|
2019
Q4 | $7K | Hold |
214
| – | – | ﹤0.01% | 2113 |
|
|
2019
Q3 | $7K | Hold |
214
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q2 | $7K | Sell |
214
-307
| -59% | -$10.4K | ﹤0.01% | 2039 |
|
|
2019
Q1 | $16K | Buy |
521
+209
| +67% | +$6.29K | ﹤0.01% | 1677 |
|
|
2018
Q4 | $7K | Sell |
312
-25
| -7% | -$676 | ﹤0.01% | 1901 |
|
|
2018
Q3 | $10K | Hold |
337
| – | – | ﹤0.01% | 1853 |
|
|
2018
Q2 | $11K | Hold |
337
| – | – | ﹤0.01% | 1691 |
|
|
2018
Q1 | $11K | Hold |
337
| – | – | ﹤0.01% | 1617 |
|
|
2017
Q4 | $13K | Hold |
337
| – | – | ﹤0.01% | 1548 |
|
|
2017
Q3 | $10K | Hold |
337
| – | – | ﹤0.01% | 1583 |
|
|
2017
Q2 | $10K | Hold |
337
| – | – | ﹤0.01% | 1549 |
|
|
2017
Q1 | $11K | Hold |
337
| – | – | ﹤0.01% | 1460 |
|
|
2016
Q4 | $12K | Hold |
337
| – | – | ﹤0.01% | 1390 |
|
|
2016
Q3 | $9K | Sell |
337
-40
| -11% | -$1.1K | ﹤0.01% | 1413 |
|
|
2016
Q2 | $9K | Sell |
377
-90
| -19% | -$2.62K | ﹤0.01% | 1374 |
|
|
2016
Q1 | $13K | Buy |
+467
| New | +$13K | ﹤0.01% | 1232 |
|
Other funds holding SYF
PCM
Geneos Wealth Management's SYF Position: Q2 2026 in Review
Geneos Wealth Management increased its Synchrony (SYF) stake by 61% in Q2 2026, buying an estimated $19.4K and bringing the position to 695 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.
Geneos Wealth Management first reported a position in SYF in Q1 2016 and has held it in 42 quarters since. The position peaked at $74.6K in Q4 2025. 1,008 funds tracked by Wall St. Rank hold SYF as of Q2 2026.
- Geneos Wealth Management held 695 shares of Synchrony worth $52.9K as of Q2 2026.
- Geneos Wealth Management bought 264 Synchrony shares in Q2 2026, an estimated $19.4K.
- Synchrony made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1438 holding.
- Geneos Wealth Management first reported a position in Synchrony in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Synchrony position peaked at $74.6K in Q4 2025.
- 1,008 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.