Geneos Wealth Management’s Vistance Networks Inc VISN Stock Holding History

Geneos Wealth Management’s Portfolio VISN Stock Details VISN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-300	Closed	-$5.44K	–	2489
2025 Q4	$5.44K	Hold	300	–	–	﹤0.01%	2120
2025 Q3	$4.64K	Hold	300	–	–	﹤0.01%	2156
2025 Q2	$2.48K	Sell	300 -300	-50%	-$1.57K	﹤0.01%	2765
2025 Q1	$3.19K	Buy	600 +300	+100%	+$1.59K	﹤0.01%	2872
2024 Q4	$1.56K	Hold	300	–	–	﹤0.01%	2674
2024 Q3	$1.83K	Buy	+300	New	+$1.03K	﹤0.01%	2321
2024 Q1	–	Sell	-300	Closed	-$846	–	2145
2023 Q4	$846	Hold	300	–	–	﹤0.01%	2032
2023 Q3	$1.01K	Hold	300	–	–	﹤0.01%	2027
2023 Q2	$1.69K	Hold	300	–	–	﹤0.01%	1955
2023 Q1	$1.91K	Hold	300	–	–	﹤0.01%	1905
2022 Q4	$2.21K	Sell	300 -300	-50%	-$2.89K	﹤0.01%	1864
2022 Q3	$5K	Hold	600	–	–	﹤0.01%	1682
2022 Q2	$3K	Hold	600	–	–	﹤0.01%	2295
2022 Q1	$4K	Sell	600 -190	-24%	-$1.74K	﹤0.01%	2387
2021 Q4	$8K	Buy	790 +190	+32%	+$2.08K	﹤0.01%	2255
2021 Q3	$8K	Buy	600 +300	+100%	+$5.16K	﹤0.01%	2292
2021 Q2	$6K	Hold	300	–	–	﹤0.01%	2371
2021 Q1	$4K	Hold	300	–	–	﹤0.01%	2704
2020 Q4	$4K	Hold	300	–	–	﹤0.01%	2525
2020 Q3	$2K	Hold	300	–	–	﹤0.01%	2393
2020 Q2	$2K	Hold	300	–	–	﹤0.01%	2340
2020 Q1	$2K	Hold	300	–	–	﹤0.01%	2240
2019 Q4	$4K	Hold	300	–	–	﹤0.01%	2224
2019 Q3	$3K	Hold	300	–	–	﹤0.01%	2208
2019 Q2	$4K	Sell	300 -600	-67%	-$12.2K	﹤0.01%	2147
2019 Q1	$19K	Hold	900	–	–	﹤0.01%	1590
2018 Q4	$14K	Sell	900 -1,500	-63%	-$31.8K	﹤0.01%	1652
2018 Q3	$73K	Buy	+2,400	New	+$73.6K	﹤0.01%	1000

Other funds holding VISN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAC

Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Geneos Wealth Management sold out of Vistance Networks Inc (VISN) in Q1 2026, closing a stake of 300 shares — an estimated $5.44K sold.

Geneos Wealth Management first reported a position in VISN in Q3 2018 and held it in 28 quarters. The position peaked at $73K in Q3 2018. 332 funds tracked by Wall St. Rank hold VISN as of Q1 2026.

Geneos Wealth Management reported no remaining Vistance Networks Inc position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 300 Vistance Networks Inc shares in Q1 2026, an estimated $5.44K.
Geneos Wealth Management first reported a position in Vistance Networks Inc in Q3 2018 and held it in 28 quarters.
Geneos Wealth Management's Vistance Networks Inc position peaked at $73K in Q3 2018.
332 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q1 2026.

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