Wal-Mart Stores shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.9M | 58k | 67.71 |
| 2024-03-31 | $3.6M | 60k | 60.17 |
| 2023-12-31 | $2.9M | 19k | 157.65 |
| 2023-09-30 | $3.0M | 19k | 159.93 |
| 2023-06-30 | $3.0M | 19k | 157.18 |
| 2023-03-31 | $2.8M | 19k | 147.45 |
| 2022-12-31 | $2.7M | 19k | 141.79 |
| 2022-09-30 | $2.2M | 17k | 129.69 |
| 2022-06-30 | $5.3M | 43k | 122.61 |
| 2022-03-31 | $6.4M | 43k | 148.91 |
| 2021-12-31 | $6.9M | 48k | 144.68 |
| 2021-09-30 | $6.8M | 50k | 137.04 |
| 2021-06-30 | $6.6M | 47k | 140.10 |
| 2021-03-31 | $8.6M | 61k | 139.90 |
| 2020-12-31 | $6.8M | 63k | 108.81 |
| 2020-09-30 | $6.5M | 47k | 137.26 |
| 2020-06-30 | $5.5M | 47k | 118.32 |
| 2020-03-31 | $5.1M | 47k | 109.56 |
| 2019-12-31 | $5.6M | 47k | 119.57 |
| 2019-09-30 | $4.6M | 39k | 118.45 |
| 2019-06-30 | $4.3M | 39k | 110.48 |
| 2019-03-31 | $3.8M | 39k | 97.51 |
| 2018-12-31 | $4.1M | 45k | 92.11 |
| 2018-09-30 | $4.6M | 49k | 93.89 |
| 2018-06-30 | $8.3M | 97k | 85.68 |
| 2018-03-31 | $8.7M | 98k | 88.96 |
| 2017-12-31 | $9.2M | 93k | 98.76 |
| 2017-09-30 | $7.0M | 90k | 78.18 |
| 2017-06-30 | $7.0M | 93k | 75.87 |
| 2017-03-31 | $6.0M | 83k | 72.33 |
| 2016-12-31 | $5.0M | 72k | 69.11 |
| 2016-09-30 | $4.5M | 62k | 72.23 |
| 2016-06-30 | $3.3M | 46k | 72.80 |
| 2016-03-31 | $2.7M | 40k | 69.04 |