Geode Capital Management’s Arlo Technologies ARLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.9M | Buy |
2,736,321
+258,110
| +10% | +$3.5M | ﹤0.01% | 1802 |
|
|
2026
Q1 | $35.3M | Buy |
2,478,211
+86,479
| +4% | +$1.16M | ﹤0.01% | 1690 |
|
|
2025
Q4 | $33.5M | Buy |
2,391,732
+28,861
| +1% | +$454K | ﹤0.01% | 1727 |
|
|
2025
Q3 | $40.1M | Buy |
2,362,871
+15,557
| +0.7% | +$264K | ﹤0.01% | 1620 |
|
|
2025
Q2 | $39.8M | Buy |
2,347,314
+60,838
| +3% | +$778K | ﹤0.01% | 1552 |
|
|
2025
Q1 | $22.6M | Buy |
2,286,476
+67,400
| +3% | +$769K | ﹤0.01% | 1841 |
|
|
2024
Q4 | $24.8M | Buy |
2,219,076
+26,803
| +1% | +$312K | ﹤0.01% | 1849 |
|
|
2024
Q3 | $26.6M | Buy |
2,192,273
+48,221
| +2% | +$638K | ﹤0.01% | 1824 |
|
|
2024
Q2 | $28M | Buy |
2,144,052
+152,869
| +8% | +$1.9M | ﹤0.01% | 1737 |
|
|
2024
Q1 | $25.2M | Buy |
1,991,183
+59,036
| +3% | +$590K | ﹤0.01% | 1787 |
|
|
2023
Q4 | $18.4M | Buy |
1,932,147
+120,748
| +7% | +$1.1M | ﹤0.01% | 1965 |
|
|
2023
Q3 | $18.7M | Buy |
1,811,399
+99,555
| +6% | +$1.06M | ﹤0.01% | 1867 |
|
|
2023
Q2 | $18.7M | Buy |
1,711,844
+62,464
| +4% | +$508K | ﹤0.01% | 1891 |
|
|
2023
Q1 | $10M | Buy |
1,649,380
+74,255
| +5% | +$329K | ﹤0.01% | 2250 |
|
|
2022
Q4 | $5.53M | Buy |
1,575,125
+106,750
| +7% | +$439K | ﹤0.01% | 2613 |
|
|
2022
Q3 | $6.81M | Buy |
1,468,375
+38,686
| +3% | +$242K | ﹤0.01% | 2496 |
|
|
2022
Q2 | $8.96M | Buy |
1,429,689
+28,202
| +2% | +$206K | ﹤0.01% | 2334 |
|
|
2022
Q1 | $12.4M | Buy |
1,401,487
+29,257
| +2% | +$269K | ﹤0.01% | 2199 |
|
|
2021
Q4 | $14.4M | Buy |
1,372,230
+50,447
| +4% | +$394K | ﹤0.01% | 2192 |
|
|
2021
Q3 | $8.47M | Sell |
1,321,783
-20,484
| -2% | -$127K | ﹤0.01% | 2583 |
|
|
2021
Q2 | $9.09M | Buy |
1,342,267
+44,602
| +3% | +$291K | ﹤0.01% | 2525 |
|
|
2021
Q1 | $8.15M | Buy |
1,297,665
+101,735
| +9% | +$797K | ﹤0.01% | 2498 |
|
|
2020
Q4 | $9.31M | Buy |
1,195,930
+71,336
| +6% | +$434K | ﹤0.01% | 2230 |
|
|
2020
Q3 | $5.92M | Buy |
1,124,594
+35,695
| +3% | +$172K | ﹤0.01% | 2294 |
|
|
2020
Q2 | $2.81M | Buy |
1,088,899
+17,246
| +2% | +$41.7K | ﹤0.01% | 2660 |
|
|
2020
Q1 | $2.6M | Buy |
1,071,653
+83,868
| +8% | +$291K | ﹤0.01% | 2533 |
|
|
2019
Q4 | $4.16M | Buy |
987,785
+38,851
| +4% | +$134K | ﹤0.01% | 2575 |
|
|
2019
Q3 | $3.23M | Buy |
948,934
+35,653
| +4% | +$129K | ﹤0.01% | 2645 |
|
|
2019
Q2 | $3.66M | Buy |
913,281
+60,728
| +7% | +$238K | ﹤0.01% | 2591 |
|
|
2019
Q1 | $3.52M | Buy |
852,553
+40,312
| +5% | +$223K | ﹤0.01% | 2525 |
|
|
2018
Q4 | $8.11M | Buy |
812,241
+735,042
| +952% | +$8.82M | ﹤0.01% | 1915 |
|
|
2018
Q3 | $1.12M | Buy |
+77,199
| New | +$1.44M | ﹤0.01% | 3173 |
|
Other funds holding ARLO
BIP
WA
RHJA
JT
EA
Geode Capital Management's ARLO Position: Q2 2026 in Review
Geode Capital Management increased its Arlo Technologies (ARLO) stake by 10% in Q2 2026, buying an estimated $3.5M and bringing the position to 2,736,321 shares worth $36.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1802.
Geode Capital Management first reported a position in ARLO in Q3 2018 and has held it in 32 quarters since. The position peaked at $40.1M in Q3 2025. 261 funds tracked by Wall St. Rank hold ARLO as of Q2 2026.
- Geode Capital Management held 2,736,321 shares of Arlo Technologies worth $36.9M as of Q2 2026.
- Geode Capital Management bought 258,110 Arlo Technologies shares in Q2 2026, an estimated $3.5M.
- Arlo Technologies made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1802 holding.
- Geode Capital Management first reported a position in Arlo Technologies in Q3 2018 and has held it in 32 quarters since.
- Geode Capital Management's Arlo Technologies position peaked at $40.1M in Q3 2025.
- 261 funds tracked by Wall St. Rank held Arlo Technologies as of Q2 2026.
Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.