GWM
WTS icon

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
Q2 		$2.01K Sell
5
-37
-88% -$11.5K ﹤0.01% 2322
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 		$6.12K Hold
30
– – ﹤0.01% 2449
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Geneos Wealth Management reduced its Watts Water Technologies (WTS) stake by 88% in Q2 2026, selling an estimated $11.5K and leaving 5 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Geneos Wealth Management first reported a position in WTS in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.7K in Q3 2025. 579 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Geneos Wealth Management held 5 shares of Watts Water Technologies worth $2.01K as of Q2 2026.
  • Geneos Wealth Management sold 37 Watts Water Technologies shares in Q2 2026, an estimated $11.5K.
  • Watts Water Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2322 holding.
  • Geneos Wealth Management first reported a position in Watts Water Technologies in Q3 2024 and has held it in 8 quarters since.
  • Geneos Wealth Management's Watts Water Technologies position peaked at $18.7K in Q3 2025.
  • 579 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

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