Edwards Lifesciences Corporation
MX ˙ BMV ˙ US28176E1082
SecurityMX:EW / Edwards Lifesciences Corporation
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership8,545 shares
Latest Disclosed Value $ 684,284
Geneos Wealth Management Inc. reports 3.06% increase in ownership of EW / Edwards Lifesciences Corporation

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 8,545 shares of Edwards Lifesciences Corporation (MX:EW) valued at $684,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 8,291 shares of Edwards Lifesciences Corporation. This represents a change in shares of 3.06% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 8,545 254 3.06 684 -3.12 0.0159
2026-01-28 2025-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 8,291 198 2.45 707 12.24 0.0173
2025-10-22 2025-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 8,093 154 1.94 629 1.45 0.0160
2025-08-18 2025-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 7,939 476 6.38 621 14.81 0.0152
2025-05-21 2025-03-31 13F/A-1 EDWARDS LIFESCIENCES COM 28176E108 7,463 503 7.23 541 4.85 0.0181
2025-05-08 2025-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 8,629 1,669 625 0.0158
2025-01-21 2024-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 6,960 -166 -2.33 515 9.57 0.0180
2024-11-14 2024-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 7,126 119 1.70 470 -27.36 0.0179
2024-07-23 2024-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 7,007 -199 -2.76 647 -5.96 0.0287
2024-05-03 2024-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 7,206 -139 -1.89 689 22.86 0.0315
2024-01-26 2023-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 7,345 100 1.38 560 11.78 0.0277
2023-10-11 2023-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 7,245 170 2.40 502 -24.89 0.0258
2023-08-08 2023-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 7,075 -379 -5.08 667 8.28 0.0350
2023-04-25 2023-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 7,454 312 4.37 617 15.79 0.0374
2023-01-31 2022-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 7,142 78 1.10 533 -8.75 0.0323
2022-11-14 2022-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 7,064 -1,499 -17.51 583 -30.01 0.0401
2022-07-22 2022-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 8,563 -325 -3.66 833 -20.36 0.0411
2022-05-16 2022-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 8,888 -1,780 -16.69 1,046 -24.31 0.0449
2022-02-09 2021-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 10,668 2,237 26.53 1,382 46.09 0.0526
2021-11-09 2021-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 8,431 -69 -0.81 946 4.42 0.0362
2021-07-08 2021-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 8,500 5,759 210.11 906 247.13 0.0353
2021-06-17 2021-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 2,741 0 0.00 261 16.00 0.0073
2021-05-19 2020-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 2,741 682 33.12 225 41.51 0.0090
2021-09-07 2020-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 2,059 -1,943 -48.55 159 -40.67 0.0082
2021-09-07 2020-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 4,002 2,668 200.00 268 1.52 0.0149
2021-09-07 2020-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 1,334 100 8.10 264 -8.65 0.0177
2021-09-07 2019-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 1,234 0 0.00 289 7.84 0.0154
2021-09-07 2019-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 1,234 0 0.00 268 18.06 0.0160
2021-09-07 2019-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 1,234 0 0.00 227 -3.81 0.0141
2021-09-07 2019-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 1,234 0 0.00 236 27.57 0.0156
2021-09-07 2018-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 1,234 0 0.00 185 -13.55 0.0137
2021-09-07 2018-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 1,234 142 13.00 214 35.44 0.0142
2021-09-07 2018-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 1,092 0 0.00 158 3.95 0.0123
2021-09-07 2018-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 1,092 -19 -1.71 152 21.60 0.0133
2021-09-07 2017-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 1,111 -400 -26.47 125 -24.24 0.0112
2021-09-07 2017-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 1,511 0 0.00 165 -7.30 0.0164
2021-09-07 2017-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 1,511 -12 -0.79 178 24.48 0.0183
2021-09-07 2017-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 1,523 -23 -1.49 143 -0.69 0.0149
2021-09-07 2016-12-31 13F EDWARDS LIFESCIENCES COM 28176E108 1,546 104 7.21 144 -16.76 0.0190
2021-09-07 2016-09-30 13F EDWARDS LIFESCIENCES COM 28176E108 1,442 50 3.59 173 26.28 0.0233
2021-09-07 2016-06-30 13F EDWARDS LIFESCIENCES COM 28176E108 1,392 0 0.00 137 9.60 0.0199
2021-09-07 2016-03-31 13F EDWARDS LIFESCIENCES COM 28176E108 1,392 1,392 125 0.0191
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.