GWM
VLTO icon

Geneos Wealth Management’s Veralto VLTO Stock Holding History

Geneos Wealth Management’s Portfolio VLTO Stock Details VLTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.84K Hold
66
– – ﹤0.01% 2130
2025
Q4 		$6.58K Hold
66
– – ﹤0.01% 2075
2025
Q3 		$7.04K Sell
66
-996
-94% -$105K ﹤0.01% 2067
2025
Q2 		$107K Sell
1,062
-1,007
-49% -$97.2K ﹤0.01% 1223
2025
Q1 		$202K Buy
2,069
+1,658
+403% +$166K ﹤0.01% 1226
2024
Q4 		$41.9K Buy
+411
New +$43.8K ﹤0.01% 1390

Other funds holding VLTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geneos Wealth Management held its Veralto (VLTO) position steady in Q1 2026 at 66 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Geneos Wealth Management first reported a position in VLTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $202K in Q1 2025. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Geneos Wealth Management held 66 shares of Veralto worth $5.84K as of Q1 2026.
  • Geneos Wealth Management left its Veralto share count unchanged in Q1 2026.
  • Veralto made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2130 holding.
  • Geneos Wealth Management first reported a position in Veralto in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Veralto position peaked at $202K in Q1 2025.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

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