Geneos Wealth Management’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.9K Hold
30
﹤0.01% 2212
2025
Q4
$6.44K Sell
30
-2
-6% -$454 ﹤0.01% 2082
2025
Q3
$7.7K Sell
32
-183
-85% -$42.3K ﹤0.01% 2041
2025
Q2
$51.6K Sell
215
-201
-48% -$49K ﹤0.01% 1553
2025
Q1
$97.1K Buy
416
+356
+593% +$90.9K ﹤0.01% 1590
2024
Q4
$15.5K Hold
60
﹤0.01% 1848
2024
Q3
$14.7K Sell
60
-166
-73% -$39.2K ﹤0.01% 1679
2024
Q2
$50.5K Sell
226
-21
-9% -$5.06K ﹤0.01% 1066
2024
Q1
$67.4K Sell
247
-77
-24% -$21.9K ﹤0.01% 968
2023
Q4
$89.4K Buy
324
+24
+8% +$5.71K ﹤0.01% 873
2023
Q3
$64.5K Buy
300
+3
+1% +$696 ﹤0.01% 1006
2023
Q2
$67.1K Sell
297
-43
-13% -$8.61K ﹤0.01% 991
2023
Q1
$70.2K Buy
340
+100
+42% +$18.2K ﹤0.01% 962
2022
Q4
$40.2K Hold
240
﹤0.01% 1121
2022
Q3
$36K Sell
240
-185
-44% -$29K ﹤0.01% 1137
2022
Q2
$60K Hold
425
﹤0.01% 1205
2022
Q1
$101K Sell
425
-165
-28% -$39.3K ﹤0.01% 1092
2021
Q4
$161K Buy
590
+93
+19% +$25.8K 0.01% 961
2021
Q3
$126K Hold
497
﹤0.01% 1071
2021
Q2
$118K Sell
497
-690
-58% -$166K ﹤0.01% 1101
2021
Q1
$293K Buy
1,187
+119
+11% +$29.4K 0.01% 812
2020
Q4
$169K Buy
1,068
+406
+61% +$91.2K 0.01% 901
2020
Q3
$142K Buy
662
+185
+39% +$36.6K 0.01% 805
2020
Q2
$89K Sell
477
-160
-25% -$25.9K 0.01% 973
2020
Q1
$86K Sell
637
-170
-21% -$28.6K 0.01% 892
2019
Q4
$133K Hold
807
0.01% 842
2019
Q3
$136K Sell
807
-80
-9% -$15.4K 0.01% 784
2019
Q2
$182K Sell
887
-75
-8% -$15.1K 0.01% 704
2019
Q1
$185K Hold
962
0.01% 667
2018
Q4
$153K Buy
962
+158
+20% +$22.4K 0.01% 683
2018
Q3
$117K Buy
804
+275
+52% +$38.2K 0.01% 832
2018
Q2
$64K Sell
529
-160
-23% -$20.5K 0.01% 943
2018
Q1
$87K Sell
689
-50
-7% -$6.12K 0.01% 806
2017
Q4
$75K Buy
739
+299
+68% +$31.9K 0.01% 850
2017
Q3
$46K Hold
440
﹤0.01% 989
2017
Q2
$42K Buy
+440
New +$41.1K ﹤0.01% 1001

Other funds holding WDAY

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

Geneos Wealth Management held its Workday (WDAY) position steady in Q1 2026 at 30 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Geneos Wealth Management first reported a position in WDAY in Q2 2017 and has held it in 36 quarters since. The position peaked at $293K in Q1 2021. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Geneos Wealth Management held 30 shares of Workday worth $3.9K as of Q1 2026.
  • Geneos Wealth Management left its Workday share count unchanged in Q1 2026.
  • Workday made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2212 holding.
  • Geneos Wealth Management first reported a position in Workday in Q2 2017 and has held it in 36 quarters since.
  • Geneos Wealth Management's Workday position peaked at $293K in Q1 2021.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

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