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Geneos Wealth Management’s Watts Water Technologies WTS Stock Holding History

Geneos Wealth Management’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1K Sell
42
-3
-7% -$914 ﹤0.01% 1936
2025
Q4 		$12.3K Sell
45
-22
-33% -$6.07K ﹤0.01% 1899
2025
Q3 		$18.7K Buy
67
+35
+109% +$9.38K ﹤0.01% 1741
2025
Q2 		$7.87K Buy
32
+2
+7% +$450 ﹤0.01% 2408
2025
Q1 		$18.4K Hold
30
– – ﹤0.01% 2357
2024
Q4 		$6.1K Hold
30
– – ﹤0.01% 2257
2024
Q3 		$6.22K Buy
+30
New +$5.8K ﹤0.01% 2001

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Geneos Wealth Management reduced its Watts Water Technologies (WTS) stake by 6.7% in Q1 2026, selling an estimated $914 and leaving 42 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Geneos Wealth Management first reported a position in WTS in Q3 2024 and has held it in 7 quarters since. The position peaked at $18.7K in Q3 2025. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • Geneos Wealth Management held 42 shares of Watts Water Technologies worth $12.1K as of Q1 2026.
  • Geneos Wealth Management sold 3 Watts Water Technologies shares in Q1 2026, an estimated $914.
  • Watts Water Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1936 holding.
  • Geneos Wealth Management first reported a position in Watts Water Technologies in Q3 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Watts Water Technologies position peaked at $18.7K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

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