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Geneos Wealth Management’s Verizon VZ Stock Holding History

Geneos Wealth Management’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.71M Buy
153,514
+14,106
+10% +$654K 0.18% 131
2025
Q4 		$5.68M Sell
139,408
-11,143
-7% -$452K 0.14% 187
2025
Q3 		$6.62M Sell
150,551
-12,627
-8% -$547K 0.17% 151
2025
Q2 		$7.06M Sell
163,178
-156,689
-49% -$6.79M 0.17% 147
2025
Q1 		$14.5M Buy
319,867
+157,986
+98% +$6.58M 0.21% 121
2024
Q4 		$6.47M Buy
161,881
+4,224
+3% +$178K 0.23% 101
2024
Q3 		$7.08M Buy
157,657
+26,260
+20% +$1.1M 0.27% 86
2024
Q2 		$5.42M Sell
131,397
-32,518
-20% -$1.31M 0.24% 93
2024
Q1 		$6.88M Buy
163,915
+5,568
+4% +$225K 0.32% 71
2023
Q4 		$5.97M Sell
158,347
-33,197
-17% -$1.17M 0.29% 74
2023
Q3 		$6.21M Sell
191,544
-1,065
-0.6% -$36K 0.32% 70
2023
Q2 		$7.16M Buy
192,609
+30,629
+19% +$1.13M 0.38% 56
2023
Q1 		$6.3M Sell
161,980
-19,297
-11% -$761K 0.38% 57
2022
Q4 		$7.14M Buy
181,277
+39,019
+27% +$1.47M 0.43% 44
2022
Q3 		$5.4M Sell
142,258
-68,529
-33% -$3.05M 0.37% 57
2022
Q2 		$10.9M Buy
210,787
+12,651
+6% +$640K 0.54% 37
2022
Q1 		$10.1M Buy
198,136
+53,240
+37% +$2.82M 0.43% 43
2021
Q4 		$7.53M Sell
144,896
-5,297
-4% -$276K 0.29% 74
2021
Q3 		$8.15M Buy
150,193
+3,170
+2% +$175K 0.31% 62
2021
Q2 		$8.3M Sell
147,023
-24,028
-14% -$1.38M 0.32% 63
2021
Q1 		$9.9M Buy
171,051
+2,723
+2% +$154K 0.28% 83
2020
Q4 		$8.6M Buy
168,328
+14,609
+10% +$868K 0.35% 62
2020
Q3 		$9.13M Sell
153,719
-2,755
-2% -$160K 0.47% 43
2020
Q2 		$8.32M Buy
156,474
+1,724
+1% +$97K 0.46% 43
2020
Q1 		$8.17M Buy
154,750
+1,469
+1% +$84K 0.55% 34
2019
Q4 		$9.43M Sell
153,281
-1,478
-1% -$89.2K 0.5% 40
2019
Q3 		$9.33M Sell
154,759
-4,602
-3% -$265K 0.56% 33
2019
Q2 		$9.1M Sell
159,361
-1,289
-0.8% -$74.3K 0.56% 33
2019
Q1 		$9.54M Buy
160,650
+6,206
+4% +$351K 0.63% 27
2018
Q4 		$8.54M Sell
154,444
-3,869
-2% -$220K 0.63% 28
2018
Q3 		$8.45M Buy
158,313
+5,205
+3% +$276K 0.56% 31
2018
Q2 		$7.7M Sell
153,108
-17,168
-10% -$831K 0.6% 32
2018
Q1 		$8.14M Sell
170,276
-3,760
-2% -$189K 0.71% 25
2017
Q4 		$9.21M Buy
174,036
+10,707
+7% +$527K 0.82% 19
2017
Q3 		$8.08M Buy
163,329
+5,719
+4% +$269K 0.8% 21
2017
Q2 		$7.04M Sell
157,610
-8,075
-5% -$376K 0.72% 28
2017
Q1 		$8.08M Buy
165,685
+11,137
+7% +$559K 0.84% 16
2016
Q4 		$8.25M Buy
154,548
+7,954
+5% +$398K 1.09% 10
2016
Q3 		$7.62M Sell
146,594
-3,641
-2% -$195K 1.03% 12
2016
Q2 		$8.45M Buy
150,235
+30
+0% +$1.56K 1.23% 9
2016
Q1 		$8.11M Buy
+150,205
New +$7.51M 1.24% 10

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geneos Wealth Management increased its Verizon (VZ) stake by 10% in Q1 2026, buying an estimated $654K and bringing the position to 153,514 shares worth $7.71M. The position accounts for 0.18% of the portfolio, ranked #131.

Geneos Wealth Management first reported a position in VZ in Q1 2016 and has held it in 41 quarters since. The position peaked at $14.5M in Q1 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Geneos Wealth Management held 153,514 shares of Verizon worth $7.71M as of Q1 2026.
  • Geneos Wealth Management bought 14,106 Verizon shares in Q1 2026, an estimated $654K.
  • Verizon made up 0.18% of Geneos Wealth Management's portfolio in Q1 2026, its #131 holding.
  • Geneos Wealth Management first reported a position in Verizon in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Verizon position peaked at $14.5M in Q1 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

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