International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership22,072 shares
Latest Disclosed Value $ 5,350,074
Geneos Wealth Management Inc. reports 2.60% decrease in ownership of IBM / International Business Machines Corporation

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 22,072 shares of International Business Machines Corporation (MX:IBM) valued at $5,350,074 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 22,661 shares of International Business Machines Corporation. This represents a change in shares of -2.60% 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 INTERNATIONAL BUSINESS MACHS COM 459200101 22,072 -589 -2.60 5,350 -20.29 0.1241
2026-01-28 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,661 209 0.93 6,712 5.95 0.1642
2025-10-22 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,452 -3,347 -12.97 6,335 -16.69 0.1607
2025-08-18 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,799 12,472 93.58 7,605 129.52 0.1858
2025-05-21 2025-03-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 13,327 1,020 8.29 3,314 22.48 0.1110
2025-05-08 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 20,077 7,770 4,992 0.1260
2025-01-21 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,307 -181 -1.45 2,705 -1.99 0.0948
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,488 1,966 18.68 2,761 51.73 0.1054
2024-07-23 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,522 -323 -2.98 1,820 -12.13 0.0808
2024-05-03 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,845 58 0.54 2,071 17.35 0.0948
2024-01-26 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 10,787 -4,765 -30.64 1,764 -19.12 0.0871
2023-10-11 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,552 -880 -5.36 2,182 -0.77 0.1123
2023-08-08 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 16,432 3,799 30.07 2,199 32.73 0.1152
2023-04-25 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 12,633 -3,156 -19.99 1,656 -25.54 0.1006
2023-01-31 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,789 608 4.01 2,224 23.35 0.1347
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 15,181 -14,119 -48.19 1,803 -56.39 0.1242
2022-07-22 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 29,300 25 0.09 4,134 8.62 0.2042
2022-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 29,275 1,510 5.44 3,806 2.56 0.1635
2022-02-09 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 27,765 -1,147 -3.97 3,711 -10.43 0.1413
2021-11-09 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,912 -535 -1.82 4,143 0.49 0.1587
2021-07-08 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 29,447 -7,933 -21.22 4,123 -22.25 0.1608
2021-06-17 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 37,380 -1,415 -3.65 5,303 18.98 0.1480
2021-05-19 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 38,795 10,061 35.01 4,457 30.40 0.1790
2021-09-07 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,734 -169 -0.58 3,418 0.92 0.1772
2021-09-07 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,903 524 1.85 3,387 10.36 0.1884
2021-09-07 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,379 -52 -0.18 3,069 -20.18 0.2062
2021-09-07 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,431 3,670 14.82 3,845 8.43 0.2051
2021-09-07 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,761 2,234 9.92 3,546 14.17 0.2118
2021-09-07 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,527 -719 -3.09 3,106 -5.30 0.1926
2021-09-07 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,246 -28,509 -55.08 3,280 -43.99 0.2164
2021-09-07 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 51,755 -547 -1.05 5,856 -25.95 0.4332
2021-09-07 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 52,302 127 0.24 7,908 8.45 0.5266
2021-09-07 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 52,175 -513 -0.97 7,292 -9.80 0.5684
2021-09-07 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 52,688 1,368 2.67 8,084 2.65 0.7060
2021-09-07 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 51,320 27,876 118.90 7,875 131.55 0.7037
2021-09-07 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,444 477 2.08 3,401 -3.74 0.3379
2021-09-07 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 22,967 -798 -3.36 3,533 -14.62 0.3624
2021-09-07 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 23,765 -797 -3.24 4,138 1.50 0.4303
2021-09-07 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 24,562 -1,012 -3.96 4,077 0.37 0.5379
2021-09-07 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 25,574 -664 -2.53 4,062 1.63 0.5469
2021-09-07 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 26,238 -2,376 -8.30 3,997 -8.41 0.5799
2021-09-07 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 28,614 28,614 4,364 0.6672
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.