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Geneos Wealth Management’s Viatris VTRS Stock Holding History

Geneos Wealth Management’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.4K Buy
3,677
+13
+0.4% +$201 ﹤0.01% 1401
2026
Q1 		$49.5K Sell
3,664
-32
-0.9% -$448 ﹤0.01% 1437
2025
Q4 		$46K Sell
3,696
-279
-7% -$3.01K ﹤0.01% 1426
2025
Q3 		$39.4K Sell
3,975
-2,635
-40% -$25.6K ﹤0.01% 1467
2025
Q2 		$59K Sell
6,610
-1
-0% -$8 ﹤0.01% 1479
2025
Q1 		$57.6K Buy
6,611
+569
+9% +$5.97K ﹤0.01% 1411
2024
Q4 		$75.2K Sell
6,042
-31
-0.5% -$381 ﹤0.01% 1163
2024
Q3 		$70.5K Buy
6,073
+1,982
+48% +$22.9K ﹤0.01% 1072
2024
Q2 		$43.5K Sell
4,091
-95
-2% -$1.05K ﹤0.01% 1112
2024
Q1 		$50K Sell
4,186
-104
-2% -$1.25K ﹤0.01% 1065
2023
Q4 		$46.5K Buy
4,290
+1,194
+39% +$11.4K ﹤0.01% 1088
2023
Q3 		$30.5K Sell
3,096
-20
-0.6% -$208 ﹤0.01% 1227
2023
Q2 		$31.1K Buy
3,116
+347
+13% +$3.31K ﹤0.01% 1234
2023
Q1 		$26.6K Sell
2,769
-543
-16% -$6.02K ﹤0.01% 1255
2022
Q4 		$36.9K Buy
3,312
+29
+0.9% +$303 ﹤0.01% 1155
2022
Q3 		$27K Sell
3,283
-12,242
-79% -$120K ﹤0.01% 1237
2022
Q2 		$166K Sell
15,525
-138
-0.9% -$1.51K 0.01% 818
2022
Q1 		$170K Buy
15,663
+1,513
+11% +$19.9K 0.01% 865
2021
Q4 		$191K Buy
14,150
+3,593
+34% +$48K 0.01% 889
2021
Q3 		$143K Buy
10,557
+738
+8% +$10.5K 0.01% 1011
2021
Q2 		$144K Sell
9,819
-1,317
-12% -$19.1K 0.01% 1001
2021
Q1 		$148K Buy
11,136
+633
+6% +$10.3K ﹤0.01% 1108
2020
Q4 		$146K Buy
+10,503
New +$171K 0.01% 966

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geneos Wealth Management increased its Viatris (VTRS) stake by 0.35% in Q2 2026, buying an estimated $201 and bringing the position to 3,677 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Geneos Wealth Management first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $191K in Q4 2021. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Geneos Wealth Management held 3,677 shares of Viatris worth $58.4K as of Q2 2026.
  • Geneos Wealth Management bought 13 Viatris shares in Q2 2026, an estimated $201.
  • Viatris made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1401 holding.
  • Geneos Wealth Management first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's Viatris position peaked at $191K in Q4 2021.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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