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Geneos Wealth Management’s Argan AGX Stock Holding History

Geneos Wealth Management’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20
Closed -$4.41K – 2485
2025
Q2 		$4.41K Buy
20
+13
+186% +$2.34K ﹤0.01% 2615
2025
Q1 		$918 Buy
+7
New +$977 ﹤0.01% 2953
2017
Q2 		– Sell
-100
Closed -$6K – 2068
2017
Q1 		$6K Hold
100
– – ﹤0.01% 1620
2016
Q4 		$7K Buy
+100
New +$6.24K ﹤0.01% 1524

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Geneos Wealth Management sold out of Argan (AGX) in Q3 2025, closing a stake of 20 shares — an estimated $4.41K sold.

Geneos Wealth Management first reported a position in AGX in Q4 2016 and held it in 4 quarters. The position peaked at $7K in Q4 2016. 391 funds tracked by Wall St. Rank hold AGX as of Q3 2025.

  • Geneos Wealth Management reported no remaining Argan position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 20 Argan shares in Q3 2025, an estimated $4.41K.
  • Geneos Wealth Management first reported a position in Argan in Q4 2016 and held it in 4 quarters.
  • Geneos Wealth Management's Argan position peaked at $7K in Q4 2016.
  • 391 funds tracked by Wall St. Rank held Argan as of Q3 2025.

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