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Geneos Wealth Management’s ACV Auctions ACVA Stock Holding History

Geneos Wealth Management’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-113
Closed -$1.83K – 2472
2025
Q2 		$1.83K Sell
113
-8
-7% -$124 ﹤0.01% 2833
2025
Q1 		$4.66K Sell
121
-14
-10% -$258 ﹤0.01% 2764
2024
Q4 		$2.92K Buy
135
+22
+19% +$445 ﹤0.01% 2493
2024
Q3 		$2.3K Buy
+113
New +$2.08K ﹤0.01% 2267

Other funds holding ACVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geneos Wealth Management sold out of ACV Auctions (ACVA) in Q3 2025, closing a stake of 113 shares — an estimated $1.83K sold.

Geneos Wealth Management first reported a position in ACVA in Q3 2024 and held it in 4 quarters. The position peaked at $4.66K in Q1 2025. 256 funds tracked by Wall St. Rank hold ACVA as of Q3 2025.

  • Geneos Wealth Management reported no remaining ACV Auctions position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 113 ACV Auctions shares in Q3 2025, an estimated $1.83K.
  • Geneos Wealth Management first reported a position in ACV Auctions in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's ACV Auctions position peaked at $4.66K in Q1 2025.
  • 256 funds tracked by Wall St. Rank held ACV Auctions as of Q3 2025.

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