Geneos Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01K | Hold |
8
| – | – | ﹤0.01% | 2402 |
|
|
2025
Q4 | $1.14K | Hold |
8
| – | – | ﹤0.01% | 2397 |
|
|
2025
Q3 | $801 | Sell |
8
-116
| -94% | -$13.1K | ﹤0.01% | 2425 |
|
|
2025
Q2 | $15.4K | Buy |
124
+2
| +2% | +$213 | ﹤0.01% | 2149 |
|
|
2025
Q1 | $11.9K | Buy |
122
+114
| +1,425% | +$13.5K | ﹤0.01% | 2510 |
|
|
2024
Q4 | $865 | Sell |
8
-8
| -50% | -$731 | ﹤0.01% | 2802 |
|
|
2024
Q3 | $1.04K | Sell |
16
-314
| -95% | -$18.8K | ﹤0.01% | 2442 |
|
|
2024
Q2 | $18.7K | Sell |
330
-22
| -6% | -$1.3K | ﹤0.01% | 1371 |
|
|
2024
Q1 | $21.5K | Buy |
352
+242
| +220% | +$15.9K | ﹤0.01% | 1339 |
|
|
2023
Q4 | $8.35K | Buy |
110
+13
| +13% | +$810 | ﹤0.01% | 1592 |
|
|
2023
Q3 | $5.68K | Buy |
97
+5
| +5% | +$312 | ﹤0.01% | 1706 |
|
|
2023
Q2 | $5.85K | Hold |
92
| – | – | ﹤0.01% | 1703 |
|
|
2023
Q1 | $6.13K | Buy |
92
+8
| +10% | +$493 | ﹤0.01% | 1680 |
|
|
2022
Q4 | $4.11K | Sell |
84
-458
| -85% | -$26.1K | ﹤0.01% | 1747 |
|
|
2022
Q3 | $37K | Sell |
542
-100
| -16% | -$7.99K | ﹤0.01% | 1128 |
|
|
2022
Q2 | $54K | Sell |
642
-50
| -7% | -$5.59K | ﹤0.01% | 1253 |
|
|
2022
Q1 | $114K | Buy |
692
+109
| +19% | +$19.9K | ﹤0.01% | 1037 |
|
|
2021
Q4 | $153K | Sell |
583
-38
| -6% | -$11.4K | 0.01% | 990 |
|
|
2021
Q3 | $201K | Sell |
621
-340
| -35% | -$124K | 0.01% | 852 |
|
|
2021
Q2 | $373K | Sell |
961
-231
| -19% | -$80.2K | 0.01% | 636 |
|
|
2021
Q1 | $438K | Sell |
1,192
-35
| -3% | -$13.1K | 0.01% | 668 |
|
|
2020
Q4 | $361K | Buy |
1,227
+456
| +59% | +$142K | 0.01% | 630 |
|
|
2020
Q3 | $188K | Sell |
771
-85
| -10% | -$21K | 0.01% | 711 |
|
|
2020
Q2 | $189K | Buy |
856
+584
| +215% | +$93.8K | 0.01% | 692 |
|
|
2020
Q1 | $26K | Sell |
272
-830
| -75% | -$91.1K | ﹤0.01% | 1405 |
|
|
2019
Q4 | $110K | Buy |
1,102
+520
| +89% | +$53.1K | 0.01% | 914 |
|
|
2019
Q3 | $62K | Buy |
582
+86
| +17% | +$11.2K | ﹤0.01% | 1079 |
|
|
2019
Q2 | $67K | Buy |
496
+325
| +190% | +$43.3K | ﹤0.01% | 1063 |
|
|
2019
Q1 | $22K | Sell |
171
-29
| -15% | -$3.27K | ﹤0.01% | 1537 |
|
|
2018
Q4 | $17K | Buy |
200
+50
| +33% | +$4.06K | ﹤0.01% | 1575 |
|
|
2018
Q3 | $12K | Buy |
+150
| New | +$11K | ﹤0.01% | 1789 |
|
Other funds holding TWLO
VPM
VCM
SHCM
Geneos Wealth Management's TWLO Position: Q1 2026 in Review
Geneos Wealth Management held its Twilio (TWLO) position steady in Q1 2026 at 8 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.
Geneos Wealth Management first reported a position in TWLO in Q3 2018 and has held it in 31 quarters since. The position peaked at $438K in Q1 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.
- Geneos Wealth Management held 8 shares of Twilio worth $1.01K as of Q1 2026.
- Geneos Wealth Management left its Twilio share count unchanged in Q1 2026.
- Twilio made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2402 holding.
- Geneos Wealth Management first reported a position in Twilio in Q3 2018 and has held it in 31 quarters since.
- Geneos Wealth Management's Twilio position peaked at $438K in Q1 2021.
- 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.