GWM
XYZ

Geneos Wealth Management’s Block Inc XYZ Stock Holding History

Geneos Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$428K Sell
7,109
-388
-5% -$23.6K 0.01% 743
2025
Q4 		$488K Buy
7,497
+115
+2% +$7.93K 0.01% 672
2025
Q3 		$533K Sell
7,382
-226
-3% -$16.9K 0.01% 633
2025
Q2 		$517K Sell
7,608
-5,101
-40% -$297K 0.01% 700
2025
Q1 		$690K Buy
12,709
+7,001
+123% +$523K 0.01% 785
2024
Q4 		$485K Sell
5,708
-36
-0.6% -$2.95K 0.02% 601
2024
Q3 		$386K Sell
5,744
-34
-0.6% -$2.2K 0.01% 615
2024
Q2 		$373K Sell
5,778
-67
-1% -$4.69K 0.02% 564
2024
Q1 		$494K Sell
5,845
-345
-6% -$25K 0.02% 494
2023
Q4 		$479K Sell
6,190
-35
-0.6% -$1.98K 0.02% 493
2023
Q3 		$276K Buy
6,225
+30
+0.5% +$1.86K 0.01% 600
2023
Q2 		$412K Buy
6,195
+725
+13% +$45.3K 0.02% 497
2023
Q1 		$376K Buy
5,470
+773
+16% +$57.9K 0.02% 500
2022
Q4 		$295K Sell
4,697
-1,351
-22% -$83.4K 0.02% 527
2022
Q3 		$332K Sell
6,048
-1,034
-15% -$73.2K 0.02% 476
2022
Q2 		$452K Sell
7,082
-121
-2% -$11.1K 0.02% 523
2022
Q1 		$976K Buy
7,203
+173
+2% +$20.9K 0.04% 363
2021
Q4 		$1.14M Sell
7,030
-99
-1% -$21.5K 0.04% 363
2021
Q3 		$1.71M Sell
7,129
-122
-2% -$31.3K 0.07% 271
2021
Q2 		$1.75M Sell
7,251
-1,032
-12% -$239K 0.07% 260
2021
Q1 		$2.03M Sell
8,283
-314
-4% -$73.5K 0.06% 285
2020
Q4 		$1.76M Buy
8,597
+2,878
+50% +$561K 0.07% 252
2020
Q3 		$902K Buy
5,719
+658
+13% +$92.9K 0.05% 308
2020
Q2 		$527K Buy
5,061
+1,516
+43% +$116K 0.03% 402
2020
Q1 		$189K Buy
3,545
+64
+2% +$4.38K 0.01% 633
2019
Q4 		$222K Sell
3,481
-249
-7% -$15.9K 0.01% 668
2019
Q3 		$226K Sell
3,730
-2,769
-43% -$188K 0.01% 615
2019
Q2 		$471K Buy
6,499
+2,388
+58% +$167K 0.03% 421
2019
Q1 		$307K Sell
4,111
-1,090
-21% -$79K 0.02% 523
2018
Q4 		$290K Buy
5,201
+3,858
+287% +$272K 0.02% 499
2018
Q3 		$132K Sell
1,343
-2,357
-64% -$182K 0.01% 792
2018
Q2 		$228K Sell
3,700
-1,065
-22% -$58.6K 0.02% 535
2018
Q1 		$234K Sell
4,765
-1,192
-20% -$54.7K 0.02% 499
2017
Q4 		$206K Buy
5,957
+948
+19% +$34.7K 0.02% 529
2017
Q3 		$144K Buy
5,009
+1,113
+29% +$29.1K 0.01% 604
2017
Q2 		$91K Buy
3,896
+2,916
+298% +$60.3K 0.01% 716
2017
Q1 		$16K Hold
980
– – ﹤0.01% 1330
2016
Q4 		$13K Buy
980
+450
+85% +$5.6K ﹤0.01% 1363
2016
Q3 		$6K Hold
530
– – ﹤0.01% 1537
2016
Q2 		$4K Sell
530
-70
-12% -$791 ﹤0.01% 1593
2016
Q1 		$8K Buy
+600
New +$6.5K ﹤0.01% 1399

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geneos Wealth Management reduced its Block Inc (XYZ) stake by 5.2% in Q1 2026, selling an estimated $23.6K and leaving 7,109 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #743.

Geneos Wealth Management first reported a position in XYZ in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.03M in Q1 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Geneos Wealth Management held 7,109 shares of Block Inc worth $428K as of Q1 2026.
  • Geneos Wealth Management sold 388 Block Inc shares in Q1 2026, an estimated $23.6K.
  • Block Inc made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #743 holding.
  • Geneos Wealth Management first reported a position in Block Inc in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Block Inc position peaked at $2.03M in Q1 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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