GWM
ZM icon

Geneos Wealth Management’s Zoom ZM Stock Holding History

Geneos Wealth Management’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.9K Buy
346
+95
+38% +$8.98K ﹤0.01% 1660
2026
Q1 		$20.2K Sell
251
-25
-9% -$2.09K ﹤0.01% 1765
2025
Q4 		$23.8K Hold
276
– – ﹤0.01% 1670
2025
Q3 		$22.8K Sell
276
-621
-69% -$48.4K ﹤0.01% 1679
2025
Q2 		$69.9K Buy
897
+16
+2% +$1.24K ﹤0.01% 1406
2025
Q1 		$65K Buy
881
+397
+82% +$31.6K ﹤0.01% 1345
2024
Q4 		$39.5K Buy
+484
New +$38.1K ﹤0.01% 1408
2022
Q1 		– Sell
-1,298
Closed -$238K – 3014
2021
Q4 		$238K Sell
1,298
-133
-9% -$31.3K 0.01% 788
2021
Q3 		$382K Sell
1,431
-77
-5% -$26K 0.01% 645
2021
Q2 		$586K Sell
1,508
-857
-36% -$285K 0.02% 527
2021
Q1 		$755K Sell
2,365
-31
-1% -$11.4K 0.02% 515
2020
Q4 		$512K Buy
2,396
+678
+39% +$302K 0.02% 530
2020
Q3 		$852K Buy
1,718
+181
+12% +$57.9K 0.04% 319
2020
Q2 		$394K Sell
1,537
-2,141
-58% -$385K 0.02% 463
2020
Q1 		$557K Buy
3,678
+1,763
+92% +$174K 0.04% 361
2019
Q4 		$127K Buy
1,915
+1,880
+5,371% +$129K 0.01% 862
2019
Q3 		$2K Buy
+35
New +$3.15K ﹤0.01% 2337

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Geneos Wealth Management increased its Zoom (ZM) stake by 38% in Q2 2026, buying an estimated $8.98K and bringing the position to 346 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Geneos Wealth Management first reported a position in ZM in Q3 2019 and has held it in 17 quarters since. The position peaked at $852K in Q3 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Geneos Wealth Management held 346 shares of Zoom worth $29.9K as of Q2 2026.
  • Geneos Wealth Management bought 95 Zoom shares in Q2 2026, an estimated $8.98K.
  • Zoom made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1660 holding.
  • Geneos Wealth Management first reported a position in Zoom in Q3 2019 and has held it in 17 quarters since.
  • Geneos Wealth Management's Zoom position peaked at $852K in Q3 2020.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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