Geneos Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Geneos Wealth Management’s Portfolio WMS Stock Details WMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.9K	Hold	178	–	–	﹤0.01%	1686
2026 Q1	$24.4K	Hold	178	–	–	﹤0.01%	1702
2025 Q4	$25.8K	Hold	178	–	–	﹤0.01%	1639
2025 Q3	$24.7K	Sell	178 -22	-11%	-$2.89K	﹤0.01%	1649
2025 Q2	$23K	Buy	200 +100	+100%	+$11.2K	﹤0.01%	1968
2025 Q1	$10.9K	Hold	100	–	–	﹤0.01%	2223
2024 Q4	$11.6K	Buy	+100	New	+$13.9K	﹤0.01%	1995
2022 Q1	–	Sell	-310	Closed	-$42K	–	3003
2021 Q4	$42K	Hold	310	–	–	﹤0.01%	1553
2021 Q3	$34K	Buy	+310	New	+$35.7K	﹤0.01%	1676
2019 Q3	–	Sell	-4,889	Closed	-$160K	–	2554
2019 Q2	$160K	Hold	4,889	–	–	0.01%	739
2019 Q1	$125K	Hold	4,889	–	–	0.01%	787
2018 Q4	$117K	Hold	4,889	–	–	0.01%	788
2018 Q3	$151K	Hold	4,889	–	–	0.01%	742
2018 Q2	$139K	Hold	4,889	–	–	0.01%	679
2018 Q1	$126K	Hold	4,889	–	–	0.01%	675
2017 Q4	$116K	Hold	4,889	–	–	0.01%	696
2017 Q3	$99K	Hold	4,889	–	–	0.01%	706
2017 Q2	$98K	Hold	4,889	–	–	0.01%	688
2017 Q1	$107K	Hold	4,889	–	–	0.01%	641
2016 Q4	$100K	Hold	4,889	–	–	0.01%	620
2016 Q3	$117K	Hold	4,889	–	–	0.02%	562
2016 Q2	$133K	Hold	4,889	–	–	0.02%	524
2016 Q1	$107K	Buy	+4,889	New	+$100K	0.02%	563

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geneos Wealth Management held its Advanced Drainage Systems (WMS) position steady in Q2 2026 at 178 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Geneos Wealth Management first reported a position in WMS in Q1 2016 and has held it in 23 quarters since. The position peaked at $160K in Q2 2019. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Geneos Wealth Management held 178 shares of Advanced Drainage Systems worth $27.9K as of Q2 2026.
Geneos Wealth Management left its Advanced Drainage Systems share count unchanged in Q2 2026.
Advanced Drainage Systems made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1686 holding.
Geneos Wealth Management first reported a position in Advanced Drainage Systems in Q1 2016 and has held it in 23 quarters since.
Geneos Wealth Management's Advanced Drainage Systems position peaked at $160K in Q2 2019.
551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

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