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Geneos Wealth Management’s Sysco SYY Stock Holding History

Geneos Wealth Management’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2M Sell
16,753
-504
-3% -$41.7K 0.03% 467
2025
Q4 		$1.27M Buy
17,257
+190
+1% +$14.5K 0.03% 441
2025
Q3 		$1.41M Sell
17,067
-849
-5% -$67.9K 0.04% 411
2025
Q2 		$1.36M Buy
17,916
+8,162
+84% +$593K 0.03% 454
2025
Q1 		$732K Buy
9,754
+6,475
+197% +$475K 0.01% 767
2024
Q4 		$251K Sell
3,279
-51
-2% -$3.9K 0.01% 770
2024
Q3 		$260K Buy
3,330
+556
+20% +$41.8K 0.01% 705
2024
Q2 		$198K Sell
2,774
-25
-0.9% -$1.87K 0.01% 709
2024
Q1 		$227K Sell
2,799
-31
-1% -$2.44K 0.01% 670
2023
Q4 		$207K Buy
2,830
+3
+0.1% +$207 0.01% 667
2023
Q3 		$187K Buy
2,827
+143
+5% +$10.3K 0.01% 699
2023
Q2 		$199K Sell
2,684
-450
-14% -$33.3K 0.01% 687
2023
Q1 		$242K Buy
3,134
+17
+0.5% +$1.3K 0.01% 608
2022
Q4 		$238K Buy
3,117
+431
+16% +$34.8K 0.01% 592
2022
Q3 		$189K Sell
2,686
-2,674
-50% -$223K 0.01% 616
2022
Q2 		$462K Buy
5,360
+4
+0.1% +$335 0.02% 519
2022
Q1 		$437K Buy
5,356
+31
+0.6% +$2.51K 0.02% 565
2021
Q4 		$418K Sell
5,325
-1,127
-17% -$86.7K 0.02% 638
2021
Q3 		$521K Sell
6,452
-16
-0.2% -$1.22K 0.02% 554
2021
Q2 		$495K Sell
6,468
-485
-7% -$39.2K 0.02% 564
2021
Q1 		$589K Buy
6,953
+134
+2% +$10.4K 0.02% 594
2020
Q4 		$514K Sell
6,819
-593
-8% -$40.8K 0.02% 528
2020
Q3 		$459K Buy
7,412
+17
+0.2% +$989 0.02% 451
2020
Q2 		$386K Sell
7,395
-844
-10% -$44.4K 0.02% 469
2020
Q1 		$415K Sell
8,239
-766
-9% -$53K 0.03% 410
2019
Q4 		$772K Sell
9,005
-144
-2% -$11.7K 0.04% 345
2019
Q3 		$721K Buy
9,149
+230
+3% +$16.9K 0.04% 334
2019
Q2 		$630K Sell
8,919
-521
-6% -$37.1K 0.04% 360
2019
Q1 		$630K Buy
9,440
+347
+4% +$22.6K 0.04% 348
2018
Q4 		$566K Sell
9,093
-793
-8% -$53.5K 0.04% 349
2018
Q3 		$724K Buy
9,886
+1,254
+15% +$90.3K 0.05% 315
2018
Q2 		$589K Sell
8,632
-793
-8% -$50.7K 0.05% 298
2018
Q1 		$565K Buy
9,425
+196
+2% +$11.9K 0.05% 284
2017
Q4 		$560K Buy
9,229
+959
+12% +$54.3K 0.05% 290
2017
Q3 		$446K Sell
8,270
-257
-3% -$13.4K 0.04% 325
2017
Q2 		$429K Buy
8,527
+117
+1% +$6.25K 0.04% 322
2017
Q1 		$436K Buy
8,410
+443
+6% +$23.5K 0.05% 305
2016
Q4 		$441K Sell
7,967
-462
-5% -$24K 0.06% 276
2016
Q3 		$413K Buy
8,429
+31
+0.4% +$1.59K 0.06% 282
2016
Q2 		$426K Sell
8,398
-331
-4% -$16K 0.06% 273
2016
Q1 		$410K Buy
+8,729
New +$377K 0.06% 270

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management reduced its Sysco (SYY) stake by 2.9% in Q1 2026, selling an estimated $41.7K and leaving 16,753 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #467.

Geneos Wealth Management first reported a position in SYY in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.41M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Geneos Wealth Management held 16,753 shares of Sysco worth $1.2M as of Q1 2026.
  • Geneos Wealth Management sold 504 Sysco shares in Q1 2026, an estimated $41.7K.
  • Sysco made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #467 holding.
  • Geneos Wealth Management first reported a position in Sysco in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Sysco position peaked at $1.41M in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

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