GWM
SYM icon

Geneos Wealth Management’s Symbotic SYM Stock Holding History

Geneos Wealth Management’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.7K Buy
328
+200
+156% +$10.2K ﹤0.01% 1902
2026
Q1 		$6.81K Hold
128
– – ﹤0.01% 2090
2025
Q4 		$7.62K Hold
128
– – ﹤0.01% 2040
2025
Q3 		$6.9K Sell
128
-76
-37% -$3.84K ﹤0.01% 2071
2025
Q2 		$7.92K Sell
204
-204
-50% -$5.34K ﹤0.01% 2407
2025
Q1 		$8.25K Buy
408
+280
+219% +$7.15K ﹤0.01% 2629
2024
Q4 		$3.04K Buy
+128
New +$3.64K ﹤0.01% 2483

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geneos Wealth Management increased its Symbotic (SYM) stake by 156% in Q2 2026, buying an estimated $10.2K and bringing the position to 328 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Geneos Wealth Management first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Geneos Wealth Management held 328 shares of Symbotic worth $14.7K as of Q2 2026.
  • Geneos Wealth Management bought 200 Symbotic shares in Q2 2026, an estimated $10.2K.
  • Symbotic made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1902 holding.
  • Geneos Wealth Management first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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