GWM
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Geneos Wealth Management’s Vertiv VRT Stock Holding History

Geneos Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$736K Buy
2,199
+18
+0.8% +$5.71K 0.02% 616
2026
Q1 		$547K Buy
2,181
+202
+10% +$44.8K 0.01% 669
2025
Q4 		$321K Buy
1,979
+237
+14% +$41.1K 0.01% 787
2025
Q3 		$263K Sell
1,742
-1,752
-50% -$234K 0.01% 826
2025
Q2 		$449K Buy
3,494
+251
+8% +$24.4K 0.01% 742
2025
Q1 		$234K Buy
3,243
+1,096
+51% +$117K 0.01% 854
2024
Q4 		$244K Buy
2,147
+1,115
+108% +$132K 0.01% 780
2024
Q3 		$103K Buy
1,032
+902
+694% +$74.8K ﹤0.01% 958
2024
Q2 		$11.3K Buy
+130
New +$11.8K ﹤0.01% 1517

Other funds holding VRT

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geneos Wealth Management increased its Vertiv (VRT) stake by 0.83% in Q2 2026, buying an estimated $5.71K and bringing the position to 2,199 shares worth $736K. The position accounts for 0.02% of the portfolio, ranked #616.

Geneos Wealth Management first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Geneos Wealth Management held 2,199 shares of Vertiv worth $736K as of Q2 2026.
  • Geneos Wealth Management bought 18 Vertiv shares in Q2 2026, an estimated $5.71K.
  • Vertiv made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #616 holding.
  • Geneos Wealth Management first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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