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EP Wealth Advisors’s Genius Sports GENI Stock Holding History

EP Wealth Advisors’s Portfolio GENI Stock Details GENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Buy
+20,631
New +$107K ﹤0.01% 1626

Other funds holding GENI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

EP Wealth Advisors's GENI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Genius Sports (GENI) in Q2 2026: 20,631 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #1626 among its holdings.

274 funds tracked by Wall St. Rank hold GENI as of Q2 2026.

  • EP Wealth Advisors held 20,631 shares of Genius Sports worth $125K as of Q2 2026.
  • Genius Sports was a new EP Wealth Advisors position in Q2 2026.
  • Genius Sports made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1626 holding.
  • 274 funds tracked by Wall St. Rank held Genius Sports as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.