GWM
USFD icon

Geneos Wealth Management’s US Foods USFD Stock Holding History

Geneos Wealth Management’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.5K Hold
255
– – ﹤0.01% 1712
2025
Q4 		$19.2K Hold
255
– – ﹤0.01% 1736
2025
Q3 		$19.5K Sell
255
-227
-47% -$18K ﹤0.01% 1730
2025
Q2 		$37.1K Buy
482
+4
+0.8% +$285 ﹤0.01% 1731
2025
Q1 		$31.3K Buy
478
+407
+573% +$27.8K ﹤0.01% 2133
2024
Q4 		$4.79K Buy
71
+5
+8% +$328 ﹤0.01% 2345
2024
Q3 		$4.06K Buy
66
+51
+340% +$2.85K ﹤0.01% 2128
2024
Q2 		$795 Hold
15
– – ﹤0.01% 2009
2024
Q1 		$810 Hold
15
– – ﹤0.01% 2069
2023
Q4 		$681 Buy
+15
New +$620 ﹤0.01% 2059
2022
Q3 		– Sell
-1,600
Closed -$50K – 2576
2022
Q2 		$50K Hold
1,600
– – ﹤0.01% 1289
2022
Q1 		$60K Hold
1,600
– – ﹤0.01% 1300
2021
Q4 		$55K Hold
1,600
– – ﹤0.01% 1439
2021
Q3 		$57K Hold
1,600
– – ﹤0.01% 1421
2021
Q2 		$60K Buy
1,600
+100
+7% +$3.88K ﹤0.01% 1394
2021
Q1 		$62K Sell
1,500
-563
-27% -$20.4K ﹤0.01% 1520
2020
Q4 		$55K Buy
2,063
+52
+3% +$1.48K ﹤0.01% 1411
2020
Q3 		$45K Hold
2,011
– – ﹤0.01% 1304
2020
Q2 		$38K Buy
2,011
+400
+25% +$7.65K ﹤0.01% 1350
2020
Q1 		$29K Buy
+1,611
New +$53.9K ﹤0.01% 1362

Other funds holding USFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Geneos Wealth Management held its US Foods (USFD) position steady in Q1 2026 at 255 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Geneos Wealth Management first reported a position in USFD in Q1 2020 and has held it in 20 quarters since. The position peaked at $62K in Q1 2021. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Geneos Wealth Management held 255 shares of US Foods worth $23.5K as of Q1 2026.
  • Geneos Wealth Management left its US Foods share count unchanged in Q1 2026.
  • US Foods made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1712 holding.
  • Geneos Wealth Management first reported a position in US Foods in Q1 2020 and has held it in 20 quarters since.
  • Geneos Wealth Management's US Foods position peaked at $62K in Q1 2021.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

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