Geneos Wealth Management’s American Financial Group AFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-166	Closed	-$21K	–	2480
2025 Q2	$21K	Sell	166 -241	-59%	-$30.2K	﹤0.01%	2009
2025 Q1	$53.5K	Buy	407 +294	+260%	+$38K	﹤0.01%	1891
2024 Q4	$15.5K	Hold	113	–	–	﹤0.01%	1849
2024 Q3	$15.2K	Buy	+113	New	+$14.6K	﹤0.01%	1664
2022 Q3	–	Sell	-1,018	Closed	-$145K	–	2005
2022 Q2	$145K	Hold	1,018	–	–	0.01%	867
2022 Q1	$148K	Hold	1,018	–	–	0.01%	931
2021 Q4	$139K	Hold	1,018	–	–	0.01%	1044
2021 Q3	$129K	Hold	1,018	–	–	﹤0.01%	1054
2021 Q2	$125K	Hold	1,018	–	–	﹤0.01%	1067
2021 Q1	$125K	Hold	1,018	–	–	﹤0.01%	1197
2020 Q4	$118K	Hold	1,018	–	–	﹤0.01%	1060
2020 Q3	$65K	Hold	1,018	–	–	﹤0.01%	1128
2020 Q2	$59K	Hold	1,018	–	–	﹤0.01%	1144
2020 Q1	$72K	Hold	1,018	–	–	﹤0.01%	962
2019 Q4	$111K	Hold	1,018	–	–	0.01%	909
2019 Q3	$108K	Hold	1,018	–	–	0.01%	866
2019 Q2	$104K	Hold	1,018	–	–	0.01%	890
2019 Q1	$97K	Hold	1,018	–	–	0.01%	876
2018 Q4	$90K	Hold	1,018	–	–	0.01%	868
2018 Q3	$112K	Hold	1,018	–	–	0.01%	845
2018 Q2	$109K	Hold	1,018	–	–	0.01%	760
2018 Q1	$114K	Hold	1,018	–	–	0.01%	710
2017 Q4	$110K	Hold	1,018	–	–	0.01%	715
2017 Q3	$105K	Sell	1,018 -20	-2%	-$2.03K	0.01%	683
2017 Q2	$103K	Buy	1,038 +20	+2%	+$1.96K	0.01%	668
2017 Q1	$97K	Hold	1,018	–	–	0.01%	666
2016 Q4	$89K	Hold	1,018	–	–	0.01%	642
2016 Q3	$76K	Hold	1,018	–	–	0.01%	668
2016 Q2	$74K	Hold	1,018	–	–	0.01%	676
2016 Q1	$72K	Buy	+1,018	New	+$69.8K	0.01%	679

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geneos Wealth Management sold out of American Financial Group (AFG) in Q3 2025, closing a stake of 166 shares — an estimated $21K sold.

Geneos Wealth Management first reported a position in AFG in Q1 2016 and held it in 30 quarters. The position peaked at $148K in Q1 2022. 488 funds tracked by Wall St. Rank hold AFG as of Q3 2025.

Geneos Wealth Management reported no remaining American Financial Group position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 166 American Financial Group shares in Q3 2025, an estimated $21K.
Geneos Wealth Management first reported a position in American Financial Group in Q1 2016 and held it in 30 quarters.
Geneos Wealth Management's American Financial Group position peaked at $148K in Q1 2022.
488 funds tracked by Wall St. Rank held American Financial Group as of Q3 2025.

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