Geneos Wealth Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $341K | Buy |
1,872
+4
| +0.2% | +$799 | 0.01% | 803 |
|
|
2025
Q4 | $334K | Buy |
1,868
+35
| +2% | +$6.56K | 0.01% | 776 |
|
|
2025
Q3 | $358K | Sell |
1,833
-102
| -5% | -$19.5K | 0.01% | 747 |
|
|
2025
Q2 | $316K | Sell |
1,935
-1,985
| -51% | -$312K | 0.01% | 845 |
|
|
2025
Q1 | $620K | Buy |
3,920
+2,017
| +106% | +$390K | 0.01% | 814 |
|
|
2024
Q4 | $352K | Hold |
1,903
| – | – | 0.01% | 667 |
|
|
2024
Q3 | $295K | Buy |
1,903
+69
| +4% | +$9.9K | 0.01% | 667 |
|
|
2024
Q2 | $259K | Hold |
1,834
| – | – | 0.01% | 638 |
|
|
2024
Q1 | $291K | Hold |
1,834
| – | – | 0.01% | 608 |
|
|
2023
Q4 | $185K | Buy |
1,834
+2
| +0.1% | +$173 | 0.01% | 692 |
|
|
2023
Q3 | $142K | Hold |
1,832
| – | – | 0.01% | 769 |
|
|
2023
Q2 | $115K | Hold |
1,832
| – | – | 0.01% | 840 |
|
|
2023
Q1 | $111K | Hold |
1,832
| – | – | 0.01% | 812 |
|
|
2022
Q4 | $105K | Hold |
1,832
| – | – | 0.01% | 815 |
|
|
2022
Q3 | $107K | Hold |
1,832
| – | – | 0.01% | 783 |
|
|
2022
Q2 | $103K | Sell |
1,832
-2
| -0.1% | -$129 | 0.01% | 996 |
|
|
2022
Q1 | $132K | Buy |
1,834
+4
| +0.2% | +$303 | 0.01% | 975 |
|
|
2021
Q4 | $154K | Sell |
1,830
-200
| -10% | -$18.6K | 0.01% | 986 |
|
|
2021
Q3 | $177K | Hold |
2,030
| – | – | 0.01% | 913 |
|
|
2021
Q2 | $164K | Sell |
2,030
-136
| -6% | -$11.6K | 0.01% | 938 |
|
|
2021
Q1 | $185K | Hold |
2,166
| – | – | 0.01% | 999 |
|
|
2020
Q4 | $181K | Buy |
2,166
+148
| +7% | +$7.58K | 0.01% | 866 |
|
|
2020
Q3 | $87K | Buy |
2,018
+6
| +0.3% | +$267 | ﹤0.01% | 1001 |
|
|
2020
Q2 | $83K | Buy |
2,012
+10
| +0.5% | +$340 | ﹤0.01% | 1005 |
|
|
2020
Q1 | $42K | Buy |
2,002
+10
| +0.5% | +$318 | ﹤0.01% | 1199 |
|
|
2019
Q4 | $72K | Buy |
1,992
+10
| +0.5% | +$347 | ﹤0.01% | 1083 |
|
|
2019
Q3 | $67K | Buy |
1,982
+10
| +0.5% | +$331 | ﹤0.01% | 1052 |
|
|
2019
Q2 | $64K | Buy |
1,972
+12
| +0.6% | +$344 | ﹤0.01% | 1082 |
|
|
2019
Q1 | $55K | Buy |
1,960
+10
| +0.5% | +$276 | ﹤0.01% | 1097 |
|
|
2018
Q4 | $48K | Buy |
1,950
+10
| +0.5% | +$286 | ﹤0.01% | 1120 |
|
|
2018
Q3 | $63K | Buy |
1,940
+1,340
| +223% | +$42.5K | ﹤0.01% | 1063 |
|
|
2018
Q2 | $18K | Hold |
600
| – | – | ﹤0.01% | 1508 |
|
|
2018
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 1515 |
|
|
2017
Q4 | $15K | Buy |
+600
| New | +$15.3K | ﹤0.01% | 1499 |
|
|
2016
Q2 | – | Sell |
-400
| Closed | -$10K | – | 1860 |
|
|
2016
Q1 | $10K | Buy |
+400
| New | +$10.8K | ﹤0.01% | 1318 |
|
Other funds holding WSM
VCM
BC
VPM
Geneos Wealth Management's WSM Position: Q1 2026 in Review
Geneos Wealth Management increased its Williams-Sonoma (WSM) stake by 0.21% in Q1 2026, buying an estimated $799 and bringing the position to 1,872 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #803.
Geneos Wealth Management first reported a position in WSM in Q1 2016 and has held it in 35 quarters since. The position peaked at $620K in Q1 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.
- Geneos Wealth Management held 1,872 shares of Williams-Sonoma worth $341K as of Q1 2026.
- Geneos Wealth Management bought 4 Williams-Sonoma shares in Q1 2026, an estimated $799.
- Williams-Sonoma made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #803 holding.
- Geneos Wealth Management first reported a position in Williams-Sonoma in Q1 2016 and has held it in 35 quarters since.
- Geneos Wealth Management's Williams-Sonoma position peaked at $620K in Q1 2025.
- 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.