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Geneos Wealth Management’s ACI Worldwide ACIW Stock Holding History

Geneos Wealth Management’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-872
Closed -$40K – 2468
2025
Q2 		$40K Sell
872
-1,378
-61% -$67.8K ﹤0.01% 1696
2025
Q1 		$123K Buy
2,250
+1,748
+348% +$92.8K ﹤0.01% 1447
2024
Q4 		$26.1K Sell
502
-12
-2% -$638 ﹤0.01% 1599
2024
Q3 		$26.2K Buy
+514
New +$23.5K ﹤0.01% 1455

Other funds holding ACIW

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

Geneos Wealth Management sold out of ACI Worldwide (ACIW) in Q3 2025, closing a stake of 872 shares — an estimated $40K sold.

Geneos Wealth Management first reported a position in ACIW in Q3 2024 and held it in 4 quarters. The position peaked at $123K in Q1 2025. 400 funds tracked by Wall St. Rank hold ACIW as of Q3 2025.

  • Geneos Wealth Management reported no remaining ACI Worldwide position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 872 ACI Worldwide shares in Q3 2025, an estimated $40K.
  • Geneos Wealth Management first reported a position in ACI Worldwide in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's ACI Worldwide position peaked at $123K in Q1 2025.
  • 400 funds tracked by Wall St. Rank held ACI Worldwide as of Q3 2025.

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