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Geneos Wealth Management’s Viking Holdings VIK Stock Holding History

Geneos Wealth Management’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-300
Closed -$21.4K – 2573
2025
Q4 		$21.4K Hold
300
– – ﹤0.01% 1696
2025
Q3 		$18.6K Hold
300
– – ﹤0.01% 1742
2025
Q2 		$16K Sell
300
-300
-50% -$13.2K ﹤0.01% 2131
2025
Q1 		$23.9K Buy
600
+300
+100% +$13.8K ﹤0.01% 2249
2024
Q4 		$13.2K Buy
+300
New +$12.7K ﹤0.01% 1926

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Geneos Wealth Management sold out of Viking Holdings (VIK) in Q1 2026, closing a stake of 300 shares — an estimated $21.4K sold.

Geneos Wealth Management first reported a position in VIK in Q4 2024 and held it in 5 quarters. The position peaked at $23.9K in Q1 2025. 508 funds tracked by Wall St. Rank hold VIK as of Q1 2026.

  • Geneos Wealth Management reported no remaining Viking Holdings position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 300 Viking Holdings shares in Q1 2026, an estimated $21.4K.
  • Geneos Wealth Management first reported a position in Viking Holdings in Q4 2024 and held it in 5 quarters.
  • Geneos Wealth Management's Viking Holdings position peaked at $23.9K in Q1 2025.
  • 508 funds tracked by Wall St. Rank held Viking Holdings as of Q1 2026.

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