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Geneos Wealth Management’s Xerox XRX Stock Holding History

Geneos Wealth Management’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05K Buy
+335
New +$836 ﹤0.01% 2417
2026
Q1 		– Sell
-587
Closed -$1.39K – 2570
2025
Q4 		$1.39K Buy
587
+1
+0.2% +$3 ﹤0.01% 2369
2025
Q3 		$2.2K Sell
586
-70
-11% -$309 ﹤0.01% 2303
2025
Q2 		$3.46K Sell
656
-61
-9% -$298 ﹤0.01% 2676
2025
Q1 		$3.46K Sell
717
-233
-25% -$1.75K ﹤0.01% 2624
2024
Q4 		$8.01K Sell
950
-1,752
-65% -$16.2K ﹤0.01% 2142
2024
Q3 		$28K Buy
2,702
+1,718
+175% +$18.4K ﹤0.01% 1421
2024
Q2 		$11.4K Buy
984
+1
+0.1% +$15 ﹤0.01% 1514
2024
Q1 		$17.6K Hold
983
– – ﹤0.01% 1396
2023
Q4 		$18K Hold
983
– – ﹤0.01% 1393
2023
Q3 		$15.4K Hold
983
– – ﹤0.01% 1454
2023
Q2 		$14.6K Hold
983
– – ﹤0.01% 1471
2023
Q1 		$15.1K Hold
983
– – ﹤0.01% 1432
2022
Q4 		$14.4K Buy
983
+335
+52% +$5.05K ﹤0.01% 1431
2022
Q3 		$8K Sell
648
-756
-54% -$12.2K ﹤0.01% 1599
2022
Q2 		$19K Sell
1,404
-8
-0.6% -$142 ﹤0.01% 1716
2022
Q1 		$28K Hold
1,412
– – ﹤0.01% 1649
2021
Q4 		$31K Hold
1,412
– – ﹤0.01% 1691
2021
Q3 		$29K Hold
1,412
– – ﹤0.01% 1745
2021
Q2 		$33K Sell
1,412
-601
-30% -$14.5K ﹤0.01% 1675
2021
Q1 		$48K Buy
2,013
+598
+42% +$14.3K ﹤0.01% 1661
2020
Q4 		$34K Buy
1,415
+536
+61% +$11.3K ﹤0.01% 1653
2020
Q3 		$15K Sell
879
-4
-0.5% -$70 ﹤0.01% 1804
2020
Q2 		$13K Sell
883
-130
-13% -$2.24K ﹤0.01% 1819
2020
Q1 		$17K Sell
1,013
-1,424
-58% -$45.2K ﹤0.01% 1590
2019
Q4 		$90K Sell
2,437
-252
-9% -$8.81K ﹤0.01% 987
2019
Q3 		$81K Buy
+2,689
New +$84.2K ﹤0.01% 973

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Xerox (XRX) in Q2 2026: 335 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #2417 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in XRX as recently as Q4 2025.

Geneos Wealth Management first reported a position in XRX in Q3 2019 and has held it in 27 quarters since. The position peaked at $90K in Q4 2019. 231 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • Geneos Wealth Management held 335 shares of Xerox worth $1.05K as of Q2 2026.
  • Xerox was a new Geneos Wealth Management position in Q2 2026.
  • Xerox made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2417 holding.
  • Geneos Wealth Management first reported a position in Xerox in Q3 2019 and has held it in 27 quarters since.
  • Geneos Wealth Management's Xerox position peaked at $90K in Q4 2019.
  • 231 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

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