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Geneos Wealth Management’s Willis Towers Watson WTW Stock Holding History

Geneos Wealth Management’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9K Buy
76
+50
+192% +$13.4K ﹤0.01% 1803
2026
Q1 		$7.56K Hold
26
– – ﹤0.01% 2064
2025
Q4 		$8.54K Hold
26
– – ﹤0.01% 2003
2025
Q3 		$8.98K Sell
26
-135
-84% -$43.7K ﹤0.01% 1991
2025
Q2 		$49.3K Buy
161
+21
+15% +$6.51K ﹤0.01% 1574
2025
Q1 		$47.3K Buy
140
+39
+39% +$12.7K ﹤0.01% 1504
2024
Q4 		$31.6K Sell
101
-4
-4% -$1.23K ﹤0.01% 1522
2024
Q3 		$30.9K Buy
105
+96
+1,067% +$26.9K ﹤0.01% 1381
2024
Q2 		$2.36K Hold
9
– – ﹤0.01% 1862
2024
Q1 		$2.48K Hold
9
– – ﹤0.01% 1863
2023
Q4 		$2.17K Buy
+9
New +$2.08K ﹤0.01% 1904
2022
Q3 		– Sell
-200
Closed -$39K – 2618
2022
Q2 		$39K Hold
200
– – ﹤0.01% 1390
2022
Q1 		$47K Hold
200
– – ﹤0.01% 1421
2021
Q4 		$47K Hold
200
– – ﹤0.01% 1509
2021
Q3 		$48K Buy
+200
New +$44.5K ﹤0.01% 1516
2020
Q1 		– Sell
-75
Closed -$15K – 2621
2019
Q4 		$15K Buy
+75
New +$14.4K ﹤0.01% 1816
2018
Q1 		– Sell
-22
Closed -$3K – 2245
2017
Q4 		$3K Hold
22
– – ﹤0.01% 1972
2017
Q3 		$3K Hold
22
– – ﹤0.01% 1923
2017
Q2 		$3K Buy
+22
New +$3.07K ﹤0.01% 1877

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management increased its Willis Towers Watson (WTW) stake by 192% in Q2 2026, buying an estimated $13.4K and bringing the position to 76 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Geneos Wealth Management first reported a position in WTW in Q2 2017 and has held it in 19 quarters since. The position peaked at $49.3K in Q2 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Geneos Wealth Management held 76 shares of Willis Towers Watson worth $19.9K as of Q2 2026.
  • Geneos Wealth Management bought 50 Willis Towers Watson shares in Q2 2026, an estimated $13.4K.
  • Willis Towers Watson made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1803 holding.
  • Geneos Wealth Management first reported a position in Willis Towers Watson in Q2 2017 and has held it in 19 quarters since.
  • Geneos Wealth Management's Willis Towers Watson position peaked at $49.3K in Q2 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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