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Geneos Wealth Management’s Asbury Automotive ABG Stock Holding History

Geneos Wealth Management’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3
Closed -$716 – 2464
2025
Q2 		$716 Buy
+3
New +$686 ﹤0.01% 3058
2023
Q3 		– Sell
-13
Closed -$3.13K – 2092
2023
Q2 		$3.13K Hold
13
– – ﹤0.01% 1852
2023
Q1 		$2.73K Buy
+13
New +$2.75K ﹤0.01% 1851

Other funds holding ABG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's ABG Position: Q3 2025 in Review

Geneos Wealth Management sold out of Asbury Automotive (ABG) in Q3 2025, closing a stake of 3 shares — an estimated $716 sold.

Geneos Wealth Management first reported a position in ABG in Q1 2023 and held it in 3 quarters. The position peaked at $3.13K in Q2 2023. 331 funds tracked by Wall St. Rank hold ABG as of Q3 2025.

  • Geneos Wealth Management reported no remaining Asbury Automotive position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 3 Asbury Automotive shares in Q3 2025, an estimated $716.
  • Geneos Wealth Management first reported a position in Asbury Automotive in Q1 2023 and held it in 3 quarters.
  • Geneos Wealth Management's Asbury Automotive position peaked at $3.13K in Q2 2023.
  • 331 funds tracked by Wall St. Rank held Asbury Automotive as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.