GWM
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Geneos Wealth Management’s Arcosa ACA Stock Holding History

Geneos Wealth Management’s Portfolio ACA Stock Details ACA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5K Hold
155
– – ﹤0.01% 1845
2025
Q4 		$16.5K Hold
155
– – ﹤0.01% 1803
2025
Q3 		$14.5K Buy
155
+101
+187% +$9.39K ﹤0.01% 1840
2025
Q2 		$4.68K Hold
54
– – ﹤0.01% 2601
2025
Q1 		$12.5K Hold
54
– – ﹤0.01% 2501
2024
Q4 		$5.22K Hold
54
– – ﹤0.01% 2319
2024
Q3 		$5.12K Buy
+54
New +$4.71K ﹤0.01% 2068
2022
Q3 		– Sell
-919
Closed -$42K – 1995
2022
Q2 		$42K Hold
919
– – ﹤0.01% 1356
2022
Q1 		$52K Hold
919
– – ﹤0.01% 1364
2021
Q4 		$48K Hold
919
– – ﹤0.01% 1493
2021
Q3 		$47K Hold
919
– – ﹤0.01% 1518
2021
Q2 		$53K Hold
919
– – ﹤0.01% 1448
2021
Q1 		$55K Hold
919
– – ﹤0.01% 1570
2020
Q4 		$59K Hold
919
– – ﹤0.01% 1374
2020
Q3 		$39K Sell
919
-747
-45% -$32.8K ﹤0.01% 1355
2020
Q2 		$65K Hold
1,666
– – ﹤0.01% 1110
2020
Q1 		$60K Sell
1,666
-342
-17% -$14.5K ﹤0.01% 1041
2019
Q4 		$90K Hold
2,008
– – ﹤0.01% 985
2019
Q3 		$68K Hold
2,008
– – ﹤0.01% 1035
2019
Q2 		$75K Hold
2,008
– – ﹤0.01% 1013
2019
Q1 		$61K Hold
2,008
– – ﹤0.01% 1047
2018
Q4 		$55K Buy
+2,008
New +$55.2K ﹤0.01% 1044

Other funds holding ACA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return