Geneos Wealth Management’s ABM Industries ABM Stock Holding History

Geneos Wealth Management’s Portfolio ABM Stock Details ABM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-35	Closed	-$1.65K	–	2465
2025 Q2	$1.65K	Hold	35	–	–	﹤0.01%	2859
2025 Q1	$1.66K	Sell	35 -1	-3%	-$51	﹤0.01%	2815
2024 Q4	$1.84K	Hold	36	–	–	﹤0.01%	2625
2024 Q3	$1.9K	Buy	+36	New	+$1.9K	﹤0.01%	2308
2022 Q3	–	Sell	-170	Closed	-$7K	–	1994
2022 Q2	$7K	Hold	170	–	–	﹤0.01%	2063
2022 Q1	$7K	Hold	170	–	–	﹤0.01%	2198
2021 Q4	$6K	Hold	170	–	–	﹤0.01%	2329
2021 Q3	$7K	Hold	170	–	–	﹤0.01%	2325
2021 Q2	$7K	Hold	170	–	–	﹤0.01%	2315
2021 Q1	$8K	Hold	170	–	–	﹤0.01%	2450
2020 Q4	$8K	Hold	170	–	–	﹤0.01%	2287
2020 Q3	$6K	Hold	170	–	–	﹤0.01%	2097
2020 Q2	$5K	Hold	170	–	–	﹤0.01%	2122
2020 Q1	$3K	Buy	+170	New	+$5.87K	﹤0.01%	2146
2018 Q4	–	Sell	-561	Closed	-$18K	–	2378
2018 Q3	$18K	Hold	561	–	–	﹤0.01%	1611
2018 Q2	$16K	Hold	561	–	–	﹤0.01%	1531
2018 Q1	$18K	Hold	561	–	–	﹤0.01%	1422
2017 Q4	$21K	Hold	561	–	–	﹤0.01%	1351
2017 Q3	$23K	Sell	561 -561	-50%	-$23.9K	﹤0.01%	1263
2017 Q2	$46K	Hold	1,122	–	–	﹤0.01%	944
2017 Q1	$48K	Hold	1,122	–	–	0.01%	896
2016 Q4	$45K	Hold	1,122	–	–	0.01%	874
2016 Q3	$44K	Hold	1,122	–	–	0.01%	859
2016 Q2	$40K	Hold	1,122	–	–	0.01%	881
2016 Q1	$35K	Buy	+1,122	New	+$33.8K	0.01%	908

Other funds holding ABM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of ABM Industries (ABM) in Q3 2025, closing a stake of 35 shares — an estimated $1.65K sold.

Geneos Wealth Management first reported a position in ABM in Q1 2016 and held it in 25 quarters. The position peaked at $48K in Q1 2017. 305 funds tracked by Wall St. Rank hold ABM as of Q3 2025.

Geneos Wealth Management reported no remaining ABM Industries position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 35 ABM Industries shares in Q3 2025, an estimated $1.65K.
Geneos Wealth Management first reported a position in ABM Industries in Q1 2016 and held it in 25 quarters.
Geneos Wealth Management's ABM Industries position peaked at $48K in Q1 2017.
305 funds tracked by Wall St. Rank held ABM Industries as of Q3 2025.

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