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Geneos Wealth Management’s Truist Financial TFC Stock Holding History

Geneos Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Sell
26,724
-613
-2% -$30.2K 0.03% 472
2026
Q1 		$1.26M Buy
27,337
+9,700
+55% +$479K 0.03% 456
2025
Q4 		$868K Sell
17,637
-2,647
-13% -$122K 0.02% 534
2025
Q3 		$927K Sell
20,284
-3,100
-13% -$140K 0.02% 506
2025
Q2 		$1.01M Sell
23,384
-21,962
-48% -$859K 0.02% 533
2025
Q1 		$1.87M Buy
45,346
+31,265
+222% +$1.39M 0.03% 510
2024
Q4 		$611K Buy
14,081
+437
+3% +$19.5K 0.02% 536
2024
Q3 		$584K Buy
13,644
+1,725
+14% +$72.9K 0.02% 520
2024
Q2 		$463K Buy
11,919
+24
+0.2% +$907 0.02% 508
2024
Q1 		$464K Sell
11,895
-702
-6% -$25.7K 0.02% 512
2023
Q4 		$465K Sell
12,597
-781
-6% -$24.5K 0.02% 499
2023
Q3 		$383K Buy
13,378
+654
+5% +$20.1K 0.02% 516
2023
Q2 		$386K Buy
12,724
+106
+0.8% +$3.29K 0.02% 513
2023
Q1 		$430K Sell
12,618
-1,552
-11% -$67.7K 0.03% 475
2022
Q4 		$610K Sell
14,170
-3,382
-19% -$148K 0.04% 381
2022
Q3 		$764K Sell
17,552
-12,660
-42% -$609K 0.05% 306
2022
Q2 		$1.46M Sell
30,212
-1,758
-5% -$86.7K 0.07% 249
2022
Q1 		$1.81M Sell
31,970
-6,686
-17% -$413K 0.08% 242
2021
Q4 		$2.26M Sell
38,656
-4,470
-10% -$273K 0.09% 236
2021
Q3 		$2.6M Buy
43,126
+12,114
+39% +$677K 0.1% 206
2021
Q2 		$1.74M Sell
31,012
-27,709
-47% -$1.63M 0.07% 262
2021
Q1 		$3.48M Buy
58,721
+298
+0.5% +$16.3K 0.1% 215
2020
Q4 		$1.81M Buy
58,423
+29,197
+100% +$1.32M 0.07% 249
2020
Q3 		$1.06M Sell
29,226
-5,005
-15% -$189K 0.05% 280
2020
Q2 		$1.23M Sell
34,231
-164
-0.5% -$5.91K 0.07% 255
2020
Q1 		$1.14M Sell
34,395
-1,337
-4% -$63.2K 0.08% 232
2019
Q4 		$2.02M Buy
+35,732
New +$1.93M 0.11% 202

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geneos Wealth Management reduced its Truist Financial (TFC) stake by 2.2% in Q2 2026, selling an estimated $30.2K and leaving 26,724 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #472.

Geneos Wealth Management first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.48M in Q1 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Geneos Wealth Management held 26,724 shares of Truist Financial worth $1.33M as of Q2 2026.
  • Geneos Wealth Management sold 613 Truist Financial shares in Q2 2026, an estimated $30.2K.
  • Truist Financial made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #472 holding.
  • Geneos Wealth Management first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Geneos Wealth Management's Truist Financial position peaked at $3.48M in Q1 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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