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Geneos Wealth Management’s Aegon AEG Stock Holding History

Geneos Wealth Management’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-906
Closed -$6.56K – 2475
2025
Q2 		$6.56K Sell
906
-1,449
-62% -$9.69K ﹤0.01% 2485
2025
Q1 		$15.5K Buy
2,355
+1,988
+542% +$12.7K ﹤0.01% 2430
2024
Q4 		$2.16K Buy
+367
New +$2.3K ﹤0.01% 2574
2022
Q1 		– Sell
-5,167
Closed -$24K – 2745
2021
Q4 		$24K Hold
5,167
– – ﹤0.01% 1786
2021
Q3 		$25K Sell
5,167
-100
-2% -$433 ﹤0.01% 1798
2021
Q2 		$20K Sell
5,267
-89
-2% -$379 ﹤0.01% 1911
2021
Q1 		$22K Hold
5,356
– – ﹤0.01% 2023
2020
Q4 		$23K Hold
5,356
– – ﹤0.01% 1815
2020
Q3 		$11K Hold
5,356
– – ﹤0.01% 1902
2020
Q2 		$14K Hold
5,356
– – ﹤0.01% 1762
2020
Q1 		$12K Sell
5,356
-108
-2% -$360 ﹤0.01% 1711
2019
Q4 		$22K Hold
5,464
– – ﹤0.01% 1629
2019
Q3 		$20K Sell
5,464
-219
-4% -$872 ﹤0.01% 1596
2019
Q2 		$24K Sell
5,683
-203
-3% -$864 ﹤0.01% 1542
2019
Q1 		$24K Hold
5,886
– – ﹤0.01% 1473
2018
Q4 		$23K Buy
5,886
+117
+2% +$571 ﹤0.01% 1430
2018
Q3 		$31K Sell
5,769
-156
-3% -$811 ﹤0.01% 1383
2018
Q2 		$29K Sell
5,925
-152
-3% -$837 ﹤0.01% 1291
2018
Q1 		$33K Hold
6,077
– – ﹤0.01% 1176
2017
Q4 		$31K Sell
6,077
-45
-0.7% -$219 ﹤0.01% 1208
2017
Q3 		$28K Sell
6,122
-171
-3% -$775 ﹤0.01% 1191
2017
Q2 		$25K Sell
6,293
-179
-3% -$701 ﹤0.01% 1183
2017
Q1 		$25K Sell
6,472
-124
-2% -$526 ﹤0.01% 1152
2016
Q4 		$28K Buy
6,596
+9
+0.1% +$34 ﹤0.01% 1042
2016
Q3 		$19K Sell
6,587
-235
-3% -$701 ﹤0.01% 1140
2016
Q2 		$20K Sell
6,822
-227
-3% -$853 ﹤0.01% 1110
2016
Q1 		$27K Buy
+7,049
New +$27.3K ﹤0.01% 997

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

Geneos Wealth Management sold out of Aegon (AEG) in Q3 2025, closing a stake of 906 shares — an estimated $6.56K sold.

Geneos Wealth Management first reported a position in AEG in Q1 2016 and held it in 27 quarters. The position peaked at $33K in Q1 2018. 281 funds tracked by Wall St. Rank hold AEG as of Q3 2025.

  • Geneos Wealth Management reported no remaining Aegon position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 906 Aegon shares in Q3 2025, an estimated $6.56K.
  • Geneos Wealth Management first reported a position in Aegon in Q1 2016 and held it in 27 quarters.
  • Geneos Wealth Management's Aegon position peaked at $33K in Q1 2018.
  • 281 funds tracked by Wall St. Rank held Aegon as of Q3 2025.

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