Geneos Wealth Management’s Abacus Global Management ABX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$87K	Sell	10,800 -6,500	-38%	-$63.8K	﹤0.01%	1438
2026 Q2	$185K	Sell	17,300 -65	-0.4%	-$594	﹤0.01%	1018
2026 Q1	$137K	Sell	17,365 -2,100	-11%	-$18.2K	﹤0.01%	1080
2025 Q4	$166K	Sell	19,465 -14,950	-43%	-$98.4K	﹤0.01%	981
2025 Q3	$197K	Buy	34,415 +9,000	+35%	+$53.4K	0.01%	909
2025 Q2	$131K	Buy	25,415 +11,206	+79%	+$82.8K	﹤0.01%	1145
2025 Q1	$106K	Buy	14,209 +159	+1%	+$1.21K	﹤0.01%	1138
2024 Q4	$110K	Buy	+14,050	New	+$120K	﹤0.01%	1035

Other funds holding ABX

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

AFA

Alta Fundamental Advisers New York $232M AUM 38.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

QTR Family Wealth Lake Mary, Florida $270M AUM 34.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geneos Wealth Management's ABX Position: Q3 2026 in Review

Geneos Wealth Management reduced its Abacus Global Management (ABX) stake by 38% in Q3 2026, selling an estimated $63.8K and leaving 10,800 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Geneos Wealth Management first reported a position in ABX in Q4 2024 and has held it in 8 quarters since. The position peaked at $197K in Q3 2025. 62 funds tracked by Wall St. Rank hold ABX as of Q3 2026.

Geneos Wealth Management held 10,800 shares of Abacus Global Management worth $87K as of Q3 2026.
Geneos Wealth Management sold 6,500 Abacus Global Management shares in Q3 2026, an estimated $63.8K.
Abacus Global Management made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1438 holding.
Geneos Wealth Management first reported a position in Abacus Global Management in Q4 2024 and has held it in 8 quarters since.
Geneos Wealth Management's Abacus Global Management position peaked at $197K in Q3 2025.
62 funds tracked by Wall St. Rank held Abacus Global Management as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.