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Geneos Wealth Management’s Warby Parker WRBY Stock Holding History

Geneos Wealth Management’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$822K Buy
27,089
+739
+3% +$18.3K 0.02% 590
2026
Q1 		$555K Buy
26,350
+7,475
+40% +$185K 0.01% 662
2025
Q4 		$411K Buy
+18,875
New +$411K 0.01% 720
2025
Q3 		– Sell
-111
Closed -$2.43K – 3207
2025
Q2 		$2.43K Sell
111
-28
-20% -$518 ﹤0.01% 2768
2025
Q1 		$2.53K Buy
139
+71
+104% +$1.69K ﹤0.01% 2701
2024
Q4 		$1.65K Buy
+68
New +$1.39K ﹤0.01% 2661

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Geneos Wealth Management increased its Warby Parker (WRBY) stake by 2.8% in Q2 2026, buying an estimated $18.3K and bringing the position to 27,089 shares worth $822K. The position accounts for 0.02% of the portfolio, ranked #590.

Geneos Wealth Management first reported a position in WRBY in Q4 2024 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

  • Geneos Wealth Management held 27,089 shares of Warby Parker worth $822K as of Q2 2026.
  • Geneos Wealth Management bought 739 Warby Parker shares in Q2 2026, an estimated $18.3K.
  • Warby Parker made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #590 holding.
  • Geneos Wealth Management first reported a position in Warby Parker in Q4 2024 and has held it in 6 quarters since.
  • 304 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

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