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Geneos Wealth Management’s Affirm AFRM Stock Holding History

Geneos Wealth Management’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$470K Buy
10,256
+2,000
+24% +$116K 0.01% 715
2025
Q4 		$614K Buy
8,256
+1,500
+22% +$108K 0.02% 609
2025
Q3 		$494K Sell
6,756
-63
-0.9% -$4.79K 0.01% 653
2025
Q2 		$471K Buy
6,819
+6,442
+1,709% +$334K 0.01% 729
2025
Q1 		$17K Sell
377
-148
-28% -$8.77K ﹤0.01% 2394
2024
Q4 		$32K Buy
525
+410
+357% +$22.8K ﹤0.01% 1514
2024
Q3 		$4.69K Hold
115
– – ﹤0.01% 2089
2024
Q2 		$3.47K Hold
115
– – ﹤0.01% 1791
2024
Q1 		$4.29K Hold
115
– – ﹤0.01% 1741
2023
Q4 		$5.65K Hold
115
– – ﹤0.01% 1698
2023
Q3 		$2.45K Hold
115
– – ﹤0.01% 1903
2023
Q2 		$1.76K Hold
115
– – ﹤0.01% 1946
2023
Q1 		$1.3K Hold
115
– – ﹤0.01% 1965
2022
Q4 		$1.11K Hold
115
– – ﹤0.01% 1949
2022
Q3 		$2K Sell
115
-300
-72% -$7.85K ﹤0.01% 1819
2022
Q2 		$7K Buy
415
+40
+11% +$1.09K ﹤0.01% 2065
2022
Q1 		$17K Hold
375
– – ﹤0.01% 1869
2021
Q4 		$37K Buy
375
+275
+275% +$36.3K ﹤0.01% 1612
2021
Q3 		$11K Hold
100
– – ﹤0.01% 2167
2021
Q2 		$6K Hold
100
– – ﹤0.01% 2364
2021
Q1 		$7K Buy
+100
New +$9.72K ﹤0.01% 2513

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return