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Geneos Wealth Management’s Veeva Systems VEEV Stock Holding History

Geneos Wealth Management’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$540K Buy
3,041
+1,037
+52% +$171K 0.01% 714
2026
Q1 		$352K Sell
2,004
-87
-4% -$17.1K 0.01% 797
2025
Q4 		$467K Sell
2,091
-460
-18% -$122K 0.01% 685
2025
Q3 		$760K Sell
2,551
-3
-0.1% -$844 0.02% 553
2025
Q2 		$736K Buy
2,554
+354
+16% +$87.8K 0.02% 606
2025
Q1 		$510K Buy
2,200
+160
+8% +$36.6K 0.02% 613
2024
Q4 		$429K Sell
2,040
-85
-4% -$18.7K 0.02% 627
2024
Q3 		$446K Sell
2,125
-1,292
-38% -$255K 0.02% 585
2024
Q2 		$625K Buy
3,417
+179
+6% +$35.5K 0.03% 449
2024
Q1 		$750K Buy
3,238
+207
+7% +$44.7K 0.03% 403
2023
Q4 		$584K Sell
3,031
-12
-0.4% -$2.26K 0.03% 441
2023
Q3 		$619K Sell
3,043
-9,060
-75% -$1.83M 0.03% 422
2023
Q2 		$331K Buy
12,103
+10,613
+712% +$1.94M 0.02% 562
2023
Q1 		$274K Buy
+1,490
New +$254K 0.02% 574
2021
Q4 		– Sell
-158
Closed -$45K – 2884
2021
Q3 		$45K Hold
158
– – ﹤0.01% 1544
2021
Q2 		$49K Sell
158
-188
-54% -$52.4K ﹤0.01% 1493
2021
Q1 		$97K Sell
346
-30
-8% -$8.36K ﹤0.01% 1324
2020
Q4 		$50K Buy
+376
New +$105K ﹤0.01% 1465
2020
Q3 		– Sell
-150
Closed -$35K – 2693
2020
Q2 		$35K Buy
150
+36
+32% +$7.14K ﹤0.01% 1379
2020
Q1 		$16K Sell
114
-30
-21% -$4.4K ﹤0.01% 1614
2019
Q4 		$20K Hold
144
– – ﹤0.01% 1697
2019
Q3 		$21K Hold
144
– – ﹤0.01% 1589
2019
Q2 		$23K Hold
144
– – ﹤0.01% 1573
2019
Q1 		$18K Buy
144
+3
+2% +$338 ﹤0.01% 1629
2018
Q4 		$12K Buy
+141
New +$12.9K ﹤0.01% 1736
2016
Q3 		– Sell
-200
Closed -$6K – 2003
2016
Q2 		$6K Hold
200
– – ﹤0.01% 1487
2016
Q1 		$4K Buy
+200
New +$4.9K ﹤0.01% 1567

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geneos Wealth Management increased its Veeva Systems (VEEV) stake by 52% in Q2 2026, buying an estimated $171K and bringing the position to 3,041 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #714.

Geneos Wealth Management first reported a position in VEEV in Q1 2016 and has held it in 27 quarters since. The position peaked at $760K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Geneos Wealth Management held 3,041 shares of Veeva Systems worth $540K as of Q2 2026.
  • Geneos Wealth Management bought 1,037 Veeva Systems shares in Q2 2026, an estimated $171K.
  • Veeva Systems made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #714 holding.
  • Geneos Wealth Management first reported a position in Veeva Systems in Q1 2016 and has held it in 27 quarters since.
  • Geneos Wealth Management's Veeva Systems position peaked at $760K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

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