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Geneos Wealth Management’s Yum China YUMC Stock Holding History

Geneos Wealth Management’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Sell
6,262
-26
-0.4% -$1.19K 0.01% 917
2026
Q1 		$307K Sell
6,288
-482
-7% -$25K 0.01% 823
2025
Q4 		$323K Buy
6,770
+5,515
+439% +$253K 0.01% 784
2025
Q3 		$53.9K Sell
1,255
-197
-14% -$8.96K ﹤0.01% 1359
2025
Q2 		$64.9K Buy
1,452
+331
+30% +$14.8K ﹤0.01% 1438
2025
Q1 		$58.4K Buy
1,121
+25
+2% +$1.2K ﹤0.01% 1404
2024
Q4 		$52.8K Sell
1,096
-51
-4% -$2.42K ﹤0.01% 1293
2024
Q3 		$51.6K Buy
1,147
+103
+10% +$3.43K ﹤0.01% 1189
2024
Q2 		$32.2K Buy
1,044
+142
+16% +$5.2K ﹤0.01% 1215
2024
Q1 		$35.9K Hold
902
– – ﹤0.01% 1183
2023
Q4 		$38.3K Sell
902
-48
-5% -$2.23K ﹤0.01% 1149
2023
Q3 		$52.9K Buy
950
+13
+1% +$727 ﹤0.01% 1064
2023
Q2 		$52.9K Buy
937
+2
+0.2% +$121 ﹤0.01% 1065
2023
Q1 		$59.3K Hold
935
– – ﹤0.01% 1015
2022
Q4 		$51.1K Buy
935
+51
+6% +$2.59K ﹤0.01% 1052
2022
Q3 		$41K Sell
884
-6,473
-88% -$311K ﹤0.01% 1090
2022
Q2 		$372K Sell
7,357
-1,080
-13% -$45.5K 0.02% 579
2022
Q1 		$350K Sell
8,437
-127
-1% -$5.98K 0.02% 628
2021
Q4 		$426K Sell
8,564
-75
-0.9% -$4.07K 0.02% 632
2021
Q3 		$504K Buy
8,639
+76
+0.9% +$4.67K 0.02% 575
2021
Q2 		$567K Sell
8,563
-297
-3% -$18.9K 0.02% 534
2021
Q1 		$557K Hold
8,860
– – 0.02% 612
2020
Q4 		$509K Buy
8,860
+249
+3% +$14K 0.02% 533
2020
Q3 		$442K Hold
8,611
– – 0.02% 461
2020
Q2 		$427K Buy
8,611
+120
+1% +$5.66K 0.02% 445
2020
Q1 		$361K Hold
8,491
– – 0.02% 442
2019
Q4 		$413K Sell
8,491
-606
-7% -$26.9K 0.02% 485
2019
Q3 		$408K Buy
9,097
+187
+2% +$8.35K 0.02% 458
2019
Q2 		$411K Buy
8,910
+58
+0.7% +$2.52K 0.03% 465
2019
Q1 		$397K Sell
8,852
-13
-0.1% -$512 0.03% 461
2018
Q4 		$296K Hold
8,865
– – 0.02% 491
2018
Q3 		$311K Sell
8,865
-297
-3% -$10.6K 0.02% 498
2018
Q2 		$352K Sell
9,162
-80
-0.9% -$3.17K 0.03% 397
2018
Q1 		$383K Sell
9,242
-521
-5% -$22.4K 0.03% 363
2017
Q4 		$390K Buy
9,763
+269
+3% +$11.1K 0.03% 370
2017
Q3 		$379K Buy
9,494
+511
+6% +$19K 0.04% 357
2017
Q2 		$354K Sell
8,983
-389
-4% -$14K 0.04% 359
2017
Q1 		$254K Sell
9,372
-136
-1% -$3.64K 0.03% 421
2016
Q4 		$248K Buy
+9,508
New +$259K 0.03% 412

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

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

Geneos Wealth Management reduced its Yum China (YUMC) stake by 0.41% in Q2 2026, selling an estimated $1.19K and leaving 6,262 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #917.

Geneos Wealth Management first reported a position in YUMC in Q4 2016 and has held it in 39 quarters since. The position peaked at $567K in Q2 2021. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Geneos Wealth Management held 6,262 shares of Yum China worth $256K as of Q2 2026.
  • Geneos Wealth Management sold 26 Yum China shares in Q2 2026, an estimated $1.19K.
  • Yum China made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #917 holding.
  • Geneos Wealth Management first reported a position in Yum China in Q4 2016 and has held it in 39 quarters since.
  • Geneos Wealth Management's Yum China position peaked at $567K in Q2 2021.
  • 659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

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