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Geneos Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Geneos Wealth Management’s Portfolio TAK Stock Details TAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.92K Hold
307
– – ﹤0.01% 2191
2026
Q1 		$5.69K Hold
307
– – ﹤0.01% 2134
2025
Q4 		$4.79K Hold
307
– – ﹤0.01% 2156
2025
Q3 		$4.49K Sell
307
-1,901
-86% -$28.2K ﹤0.01% 2161
2025
Q2 		$34.1K Buy
2,208
+325
+17% +$4.8K ﹤0.01% 1767
2025
Q1 		$28K Buy
1,883
+664
+54% +$9.3K ﹤0.01% 1777
2024
Q4 		$16.1K Sell
1,219
-672
-36% -$9.23K ﹤0.01% 1833
2024
Q3 		$26.9K Buy
1,891
+1,775
+1,530% +$25.2K ﹤0.01% 1437
2024
Q2 		$1.5K Hold
116
– – ﹤0.01% 1930
2024
Q1 		$1.61K Sell
116
-5
-4% -$73 ﹤0.01% 1930
2023
Q4 		$1.73K Buy
121
+11
+10% +$156 ﹤0.01% 1940
2023
Q3 		$1.7K Buy
110
+5
+5% +$77 ﹤0.01% 1958
2023
Q2 		$1.65K Hold
105
– – ﹤0.01% 1958
2023
Q1 		$1.73K Buy
+105
New +$1.67K ﹤0.01% 1930
2022
Q3 		– Sell
-905
Closed -$12K – 2532
2022
Q2 		$12K Sell
905
-214
-19% -$3.06K ﹤0.01% 1890
2022
Q1 		$16K Hold
1,119
– – ﹤0.01% 1899
2021
Q4 		$15K Sell
1,119
-895
-44% -$12.6K ﹤0.01% 2034
2021
Q3 		$33K Hold
2,014
– – ﹤0.01% 1688
2021
Q2 		$33K Sell
2,014
-102
-5% -$1.74K ﹤0.01% 1672
2021
Q1 		$35K Buy
2,116
+35
+2% +$630 ﹤0.01% 1813
2020
Q4 		$38K Sell
2,081
-2,433
-54% -$42.7K ﹤0.01% 1594
2020
Q3 		$83K Hold
4,514
– – ﹤0.01% 1029
2020
Q2 		$82K Hold
4,514
– – ﹤0.01% 1011
2020
Q1 		$69K Buy
4,514
+3,245
+256% +$58.8K ﹤0.01% 985
2019
Q4 		$25K Hold
1,269
– – ﹤0.01% 1595
2019
Q3 		$22K Hold
1,269
– – ﹤0.01% 1561
2019
Q2 		$22K Sell
1,269
-98
-7% -$1.78K ﹤0.01% 1590
2019
Q1 		$27K Buy
1,367
+1,003
+276% +$20.2K ﹤0.01% 1443
2018
Q4 		$6K Buy
+364
New +$6.14K ﹤0.01% 1951

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Geneos Wealth Management held its Takeda Pharmaceutical (TAK) position steady in Q2 2026 at 307 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Geneos Wealth Management first reported a position in TAK in Q4 2018 and has held it in 29 quarters since. The position peaked at $83K in Q3 2020. 376 funds tracked by Wall St. Rank hold TAK as of Q2 2026.

  • Geneos Wealth Management held 307 shares of Takeda Pharmaceutical worth $4.92K as of Q2 2026.
  • Geneos Wealth Management left its Takeda Pharmaceutical share count unchanged in Q2 2026.
  • Takeda Pharmaceutical made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2191 holding.
  • Geneos Wealth Management first reported a position in Takeda Pharmaceutical in Q4 2018 and has held it in 29 quarters since.
  • Geneos Wealth Management's Takeda Pharmaceutical position peaked at $83K in Q3 2020.
  • 376 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2026.

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