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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
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
-1,066
-62% -$5.2K ﹤0.01% 2676
2025
Q1 		$8.32K Buy
1,722
+772
+81% +$5.79K ﹤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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Geneos Wealth Management sold out of Xerox (XRX) in Q1 2026, closing a stake of 587 shares — an estimated $1.39K sold.

Geneos Wealth Management first reported a position in XRX in Q3 2019 and held it in 26 quarters. The position peaked at $90K in Q4 2019. 219 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

  • Geneos Wealth Management reported no remaining Xerox position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 587 Xerox shares in Q1 2026, an estimated $1.39K.
  • Geneos Wealth Management first reported a position in Xerox in Q3 2019 and held it in 26 quarters.
  • Geneos Wealth Management's Xerox position peaked at $90K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

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