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Geneos Wealth Management’s AT&T T Stock Holding History

Geneos Wealth Management’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.52M Buy
86,876
+2,065
+2% +$55.2K 0.06% 324
2025
Q4 		$2.11M Buy
84,811
+17
+0% +$430 0.05% 342
2025
Q3 		$2.39M Sell
84,794
-42,983
-34% -$1.22M 0.06% 319
2025
Q2 		$3.7M Sell
127,777
-89,518
-41% -$2.47M 0.09% 271
2025
Q1 		$8M Buy
217,295
+103,647
+91% +$2.61M 0.12% 216
2024
Q4 		$2.59M Sell
113,648
-5,364
-5% -$121K 0.09% 250
2024
Q3 		$2.62M Buy
119,012
+29,005
+32% +$577K 0.1% 239
2024
Q2 		$1.72M Sell
90,007
-10,162
-10% -$177K 0.08% 273
2024
Q1 		$1.76M Sell
100,169
-2,893
-3% -$49.4K 0.08% 271
2023
Q4 		$1.73M Sell
103,062
-21,948
-18% -$347K 0.09% 252
2023
Q3 		$1.88M Sell
125,010
-14,561
-10% -$213K 0.1% 222
2023
Q2 		$2.23M Buy
139,571
+9,438
+7% +$161K 0.12% 195
2023
Q1 		$2.51M Sell
130,133
-1,615
-1% -$30.9K 0.15% 167
2022
Q4 		$2.43M Sell
131,748
-958
-0.7% -$17.1K 0.15% 160
2022
Q3 		$2.04M Sell
132,706
-132,043
-50% -$2.4M 0.14% 159
2022
Q2 		$5.64M Sell
264,749
-91,247
-26% -$1.82M 0.28% 79
2022
Q1 		$6.35M Sell
355,996
-2,096
-0.6% -$38.8K 0.27% 79
2021
Q4 		$6.65M Sell
358,092
-40,975
-10% -$766K 0.25% 91
2021
Q3 		$8.19M Sell
399,067
-8,507
-2% -$179K 0.31% 61
2021
Q2 		$9M Sell
407,574
-251,789
-38% -$5.73M 0.35% 57
2021
Q1 		$15.6M Sell
659,363
-24,014
-4% -$531K 0.44% 53
2020
Q4 		$14M Buy
683,377
+52,892
+8% +$1.14M 0.56% 36
2020
Q3 		$13.4M Sell
630,485
-55,485
-8% -$1.24M 0.69% 22
2020
Q2 		$15.1M Buy
685,970
+21,948
+3% +$500K 0.84% 21
2020
Q1 		$15M Sell
664,022
-19,248
-3% -$526K 1.01% 17
2019
Q4 		$20.3M Buy
683,270
+9,244
+1% +$267K 1.08% 12
2019
Q3 		$19.1M Buy
674,026
+16,109
+2% +$427K 1.14% 12
2019
Q2 		$16.7M Buy
657,917
+1,065
+0.2% +$25.5K 1.03% 12
2019
Q1 		$15.6M Buy
656,852
+10,789
+2% +$248K 1.03% 11
2018
Q4 		$13.9M Buy
646,063
+34,215
+6% +$796K 1.03% 12
2018
Q3 		$15.5M Buy
611,848
+21,956
+4% +$538K 1.03% 10
2018
Q2 		$14.3M Sell
589,892
-16,319
-3% -$410K 1.12% 9
2018
Q1 		$16.3M Sell
606,211
-7,323
-1% -$204K 1.43% 7
2017
Q4 		$18M Buy
613,534
+18,380
+3% +$502K 1.61% 5
2017
Q3 		$17.6M Buy
595,154
+25,290
+4% +$718K 1.75% 4
2017
Q2 		$16.3M Buy
569,864
+20,995
+4% +$619K 1.67% 5
2017
Q1 		$17.2M Buy
548,869
+27,022
+5% +$850K 1.79% 5
2016
Q4 		$16.8M Buy
521,847
+52,975
+11% +$1.56M 2.21% 3
2016
Q3 		$14.4M Buy
468,872
+24,605
+6% +$778K 1.94% 3
2016
Q2 		$14.6M Sell
444,267
-913
-0.2% -$27.2K 2.12% 3
2016
Q1 		$13.1M Buy
+445,180
New +$12.3M 2.01% 3

Other funds holding T

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's T Position: Q1 2026 in Review

Geneos Wealth Management increased its AT&T (T) stake by 2.4% in Q1 2026, buying an estimated $55.2K and bringing the position to 86,876 shares worth $2.52M. The position accounts for 0.06% of the portfolio, ranked #324.

Geneos Wealth Management first reported a position in T in Q1 2016 and has held it in 41 quarters since. The position peaked at $20.3M in Q4 2019. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Geneos Wealth Management held 86,876 shares of AT&T worth $2.52M as of Q1 2026.
  • Geneos Wealth Management bought 2,065 AT&T shares in Q1 2026, an estimated $55.2K.
  • AT&T made up 0.06% of Geneos Wealth Management's portfolio in Q1 2026, its #324 holding.
  • Geneos Wealth Management first reported a position in AT&T in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's AT&T position peaked at $20.3M in Q4 2019.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

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