Geneos Wealth Management’s NCR Voyix VYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.14K | Hold |
1,444
| – | – | ﹤0.01% | 2008 |
|
|
2025
Q4 | $14.7K | Hold |
1,444
| – | – | ﹤0.01% | 1843 |
|
|
2025
Q3 | $18.1K | Sell |
1,444
-6
| -0.4% | -$79 | ﹤0.01% | 1756 |
|
|
2025
Q2 | $17K | Sell |
1,450
-748
| -34% | -$7.56K | ﹤0.01% | 2106 |
|
|
2025
Q1 | $21.5K | Buy |
2,198
+1,502
| +216% | +$17.6K | ﹤0.01% | 2290 |
|
|
2024
Q4 | $9.63K | Sell |
696
-32
| -4% | -$444 | ﹤0.01% | 2064 |
|
|
2024
Q3 | $9.88K | Sell |
728
-68
| -9% | -$909 | ﹤0.01% | 1848 |
|
|
2024
Q2 | $9.83K | Hold |
796
| – | – | ﹤0.01% | 1554 |
|
|
2024
Q1 | $10.1K | Sell |
796
-288
| -27% | -$4.15K | ﹤0.01% | 1546 |
|
|
2023
Q4 | $18.3K | Sell |
1,084
-683
| -39% | -$10.9K | ﹤0.01% | 1389 |
|
|
2023
Q3 | $29.2K | Buy |
1,767
+489
| +38% | +$8.32K | ﹤0.01% | 1248 |
|
|
2023
Q2 | $19.8K | Hold |
1,278
| – | – | ﹤0.01% | 1380 |
|
|
2023
Q1 | $18.5K | Sell |
1,278
-326
| -20% | -$5.01K | ﹤0.01% | 1371 |
|
|
2022
Q4 | $23K | Hold |
1,604
| – | – | ﹤0.01% | 1292 |
|
|
2022
Q3 | $18K | Sell |
1,604
-2,243
| -58% | -$41.2K | ﹤0.01% | 1364 |
|
|
2022
Q2 | $71K | Sell |
3,847
-688
| -15% | -$14.7K | ﹤0.01% | 1144 |
|
|
2022
Q1 | $111K | Sell |
4,535
-626
| -12% | -$15.4K | ﹤0.01% | 1052 |
|
|
2021
Q4 | $127K | Buy |
5,161
+439
| +9% | +$11.1K | ﹤0.01% | 1077 |
|
|
2021
Q3 | $119K | Sell |
4,722
-267
| -5% | -$6.95K | ﹤0.01% | 1095 |
|
|
2021
Q2 | $145K | Sell |
4,989
-56
| -1% | -$1.55K | 0.01% | 997 |
|
|
2021
Q1 | $141K | Sell |
5,045
-65
| -1% | -$1.43K | ﹤0.01% | 1142 |
|
|
2020
Q4 | $117K | Sell |
5,110
-584
| -10% | -$9.68K | ﹤0.01% | 1069 |
|
|
2020
Q3 | $67K | Sell |
5,694
-18
| -0.3% | -$214 | ﹤0.01% | 1121 |
|
|
2020
Q2 | $56K | Hold |
5,712
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q1 | $63K | Sell |
5,712
-167
| -3% | -$2.87K | ﹤0.01% | 1030 |
|
|
2019
Q4 | $126K | Sell |
5,879
-815
| -12% | -$15.9K | 0.01% | 866 |
|
|
2019
Q3 | $128K | Hold |
6,694
| – | – | 0.01% | 811 |
|
|
2019
Q2 | $127K | Sell |
6,694
-367
| -5% | -$6.82K | 0.01% | 822 |
|
|
2019
Q1 | $118K | Sell |
7,061
-427
| -6% | -$7.07K | 0.01% | 812 |
|
|
2018
Q4 | $104K | Sell |
7,488
-233
| -3% | -$3.66K | 0.01% | 829 |
|
|
2018
Q3 | $134K | Sell |
7,721
-180
| -2% | -$3.21K | 0.01% | 787 |
|
|
2018
Q2 | $145K | Hold |
7,901
| – | – | 0.01% | 663 |
|
|
2018
Q1 | $152K | Sell |
7,901
-57
| -0.7% | -$1.2K | 0.01% | 614 |
|
|
2017
Q4 | $165K | Sell |
7,958
-1
| -0% | -$20 | 0.01% | 590 |
|
|
2017
Q3 | $183K | Sell |
7,959
-261
| -3% | -$6K | 0.02% | 536 |
|
|
2017
Q2 | $205K | Sell |
8,220
-375
| -4% | -$9.52K | 0.02% | 494 |
|
|
2017
Q1 | $240K | Buy |
8,595
+422
| +5% | +$11.6K | 0.03% | 433 |
|
|
2016
Q4 | $203K | Hold |
8,173
| – | – | 0.03% | 456 |
|
|
2016
Q3 | $161K | Sell |
8,173
-65
| -0.8% | -$1.28K | 0.02% | 496 |
|
|
2016
Q2 | $141K | Sell |
8,238
-18
| -0.2% | -$326 | 0.02% | 513 |
|
|
2016
Q1 | $151K | Buy |
+8,256
| New | +$118K | 0.02% | 490 |
|
Other funds holding VYX
GF
VPM
SCM
VCM
FPA
PMG
Geneos Wealth Management's VYX Position: Q1 2026 in Review
Geneos Wealth Management held its NCR Voyix (VYX) position steady in Q1 2026 at 1,444 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.
Geneos Wealth Management first reported a position in VYX in Q1 2016 and has held it in 41 quarters since. The position peaked at $240K in Q1 2017. 303 funds tracked by Wall St. Rank hold VYX as of Q1 2026.
- Geneos Wealth Management held 1,444 shares of NCR Voyix worth $9.14K as of Q1 2026.
- Geneos Wealth Management left its NCR Voyix share count unchanged in Q1 2026.
- NCR Voyix made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2008 holding.
- Geneos Wealth Management first reported a position in NCR Voyix in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's NCR Voyix position peaked at $240K in Q1 2017.
- 303 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.