GWM
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Geneos Wealth Management’s Whirlpool WHR Stock Holding History

Geneos Wealth Management’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.4K Hold
971
– – ﹤0.01% 1408
2025
Q4 		$70K Hold
971
– – ﹤0.01% 1273
2025
Q3 		$76.3K Buy
971
+302
+45% +$27.7K ﹤0.01% 1216
2025
Q2 		$67.8K Sell
669
-2,099
-76% -$175K ﹤0.01% 1422
2025
Q1 		$249K Buy
2,768
+2,113
+323% +$224K ﹤0.01% 1139
2024
Q4 		$75K Buy
655
+6
+0.9% +$662 ﹤0.01% 1166
2024
Q3 		$69.5K Buy
649
+293
+82% +$29.5K ﹤0.01% 1080
2024
Q2 		$36.4K Buy
356
+136
+62% +$13.3K ﹤0.01% 1172
2024
Q1 		$26.3K Sell
220
-44
-17% -$4.91K ﹤0.01% 1274
2023
Q4 		$32.1K Sell
264
-1,907
-88% -$222K ﹤0.01% 1209
2023
Q3 		$290K Buy
2,171
+58
+3% +$8.19K 0.01% 586
2023
Q2 		$314K Buy
2,113
+1,498
+244% +$206K 0.02% 577
2023
Q1 		$81.2K Buy
615
+438
+247% +$62.4K ﹤0.01% 912
2022
Q4 		$25.1K Hold
177
– – ﹤0.01% 1263
2022
Q3 		$23K Sell
177
-89
-33% -$14.2K ﹤0.01% 1279
2022
Q2 		$41K Buy
266
+62
+30% +$10.8K ﹤0.01% 1376
2022
Q1 		$35K Buy
204
+100
+96% +$20.3K ﹤0.01% 1534
2021
Q4 		$24K Sell
104
-22
-17% -$4.83K ﹤0.01% 1806
2021
Q3 		$25K Hold
126
– – ﹤0.01% 1810
2021
Q2 		$28K Sell
126
-6
-5% -$1.4K ﹤0.01% 1756
2021
Q1 		$31K Buy
132
+6
+5% +$1.19K ﹤0.01% 1867
2020
Q4 		$28K Sell
126
-100
-44% -$19.2K ﹤0.01% 1738
2020
Q3 		$40K Buy
226
+15
+7% +$2.49K ﹤0.01% 1354
2020
Q2 		$25K Buy
211
+58
+38% +$6.64K ﹤0.01% 1527
2020
Q1 		$12K Sell
153
-76
-33% -$9.98K ﹤0.01% 1749
2019
Q4 		$33K Buy
229
+88
+62% +$13.3K ﹤0.01% 1466
2019
Q3 		$21K Sell
141
-108
-43% -$15.5K ﹤0.01% 1590
2019
Q2 		$35K Sell
249
-259
-51% -$34.7K ﹤0.01% 1371
2019
Q1 		$67K Sell
508
-40,982
-99% -$5.41M ﹤0.01% 1009
2018
Q4 		$4.46M Buy
41,490
+41,396
+44,038% +$4.7M 0.33% 75
2018
Q3 		$11K Sell
94
-100
-52% -$13.3K ﹤0.01% 1821
2018
Q2 		$28K Hold
194
– – ﹤0.01% 1319
2018
Q1 		$29K Buy
194
+23
+13% +$3.84K ﹤0.01% 1240
2017
Q4 		$28K Hold
171
– – ﹤0.01% 1264
2017
Q3 		$31K Hold
171
– – ﹤0.01% 1160
2017
Q2 		$32K Buy
171
+100
+141% +$18.3K ﹤0.01% 1104
2017
Q1 		$12K Buy
71
+44
+163% +$7.81K ﹤0.01% 1437
2016
Q4 		$4K Hold
27
– – ﹤0.01% 1713
2016
Q3 		$4K Buy
+27
New +$4.78K ﹤0.01% 1655
2016
Q2 		– Sell
-128
Closed -$23K – 1859
2016
Q1 		$23K Buy
+128
New +$19.1K ﹤0.01% 1052

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

Geneos Wealth Management held its Whirlpool (WHR) position steady in Q1 2026 at 971 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Geneos Wealth Management first reported a position in WHR in Q1 2016 and has held it in 40 quarters since. The position peaked at $4.46M in Q4 2018. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Geneos Wealth Management held 971 shares of Whirlpool worth $52.4K as of Q1 2026.
  • Geneos Wealth Management left its Whirlpool share count unchanged in Q1 2026.
  • Whirlpool made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1408 holding.
  • Geneos Wealth Management first reported a position in Whirlpool in Q1 2016 and has held it in 40 quarters since.
  • Geneos Wealth Management's Whirlpool position peaked at $4.46M in Q4 2018.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

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