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Geneos Wealth Management’s Agilysys AGYS Stock Holding History

Geneos Wealth Management’s Portfolio AGYS Stock Details AGYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.22K Hold
50
– – ﹤0.01% 2172
2026
Q1 		$3.56K Hold
50
– – ﹤0.01% 2225
2025
Q4 		$5.94K Hold
50
– – ﹤0.01% 2100
2025
Q3 		$5.26K Hold
50
– – ﹤0.01% 2129
2025
Q2 		$5.73K Sell
50
-26
-34% -$2.35K ﹤0.01% 2533
2025
Q1 		$5.51K Sell
76
-8
-10% -$731 ﹤0.01% 2484
2024
Q4 		$11.1K Buy
84
+17
+25% +$2.08K ﹤0.01% 2012
2024
Q3 		$7.3K Buy
67
+17
+34% +$1.82K ﹤0.01% 1943
2024
Q2 		$5.21K Hold
50
– – ﹤0.01% 1716
2024
Q1 		$4.21K Hold
50
– – ﹤0.01% 1744
2023
Q4 		$4.24K Hold
50
– – ﹤0.01% 1765
2023
Q3 		$3.31K Hold
50
– – ﹤0.01% 1844
2023
Q2 		$3.43K Buy
+50
New +$3.77K ﹤0.01% 1830

Other funds holding AGYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geneos Wealth Management's AGYS Position: Q2 2026 in Review

Geneos Wealth Management held its Agilysys (AGYS) position steady in Q2 2026 at 50 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Geneos Wealth Management first reported a position in AGYS in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.1K in Q4 2024. 290 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Geneos Wealth Management held 50 shares of Agilysys worth $5.22K as of Q2 2026.
  • Geneos Wealth Management left its Agilysys share count unchanged in Q2 2026.
  • Agilysys made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2172 holding.
  • Geneos Wealth Management first reported a position in Agilysys in Q2 2023 and has held it in 13 quarters since.
  • Geneos Wealth Management's Agilysys position peaked at $11.1K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.