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 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	Sell	161 -224	-58%	-$69.5K	﹤0.01%	1574
2025 Q1	$130K	Buy	385 +284	+281%	+$92.6K	﹤0.01%	1424
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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management held its Willis Towers Watson (WTW) position steady in Q1 2026 at 26 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Geneos Wealth Management first reported a position in WTW in Q2 2017 and has held it in 18 quarters since. The position peaked at $130K in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Geneos Wealth Management held 26 shares of Willis Towers Watson worth $7.56K as of Q1 2026.
Geneos Wealth Management left its Willis Towers Watson share count unchanged in Q1 2026.
Willis Towers Watson made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2064 holding.
Geneos Wealth Management first reported a position in Willis Towers Watson in Q2 2017 and has held it in 18 quarters since.
Geneos Wealth Management's Willis Towers Watson position peaked at $130K in Q1 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

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