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Geneos Wealth Management’s Cactus WHD Stock Holding History

Geneos Wealth Management’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$126K Buy
+2,450
New +$137K ﹤0.01% 1143
2025
Q3 		– Sell
-269
Closed -$11.8K – 3199
2025
Q2 		$11.8K Sell
269
-37
-12% -$1.54K ﹤0.01% 2261
2025
Q1 		$14K Buy
306
+91
+42% +$5.04K ﹤0.01% 2106
2024
Q4 		$12.5K Buy
215
+21
+11% +$1.32K ﹤0.01% 1957
2024
Q3 		$11.6K Buy
+194
New +$11.3K ﹤0.01% 1780
2023
Q4 		– Sell
-450
Closed -$22.6K – 2185
2023
Q3 		$22.6K Hold
450
– – ﹤0.01% 1339
2023
Q2 		$19K Hold
450
– – ﹤0.01% 1394
2023
Q1 		$18.6K Hold
450
– – ﹤0.01% 1370
2022
Q4 		$22.6K Buy
+450
New +$22.6K ﹤0.01% 1300

Other funds holding WHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Cactus (WHD) in Q2 2026: 2,450 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in WHD as recently as Q2 2025.

Geneos Wealth Management first reported a position in WHD in Q4 2022 and has held it in 9 quarters since. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Geneos Wealth Management held 2,450 shares of Cactus worth $126K as of Q2 2026.
  • Cactus was a new Geneos Wealth Management position in Q2 2026.
  • Cactus made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1143 holding.
  • Geneos Wealth Management first reported a position in Cactus in Q4 2022 and has held it in 9 quarters since.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

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