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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
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
-128
-72% -$11.6K ﹤0.01% 2533
2025
Q1 		$12.9K Buy
178
+94
+112% +$8.59K ﹤0.01% 2489
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 $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Geneos Wealth Management's AGYS Position: Q1 2026 in Review

Geneos Wealth Management held its Agilysys (AGYS) position steady in Q1 2026 at 50 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Geneos Wealth Management first reported a position in AGYS in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.9K in Q1 2025. 252 funds tracked by Wall St. Rank hold AGYS as of Q1 2026.

  • Geneos Wealth Management held 50 shares of Agilysys worth $3.56K as of Q1 2026.
  • Geneos Wealth Management left its Agilysys share count unchanged in Q1 2026.
  • Agilysys made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2225 holding.
  • Geneos Wealth Management first reported a position in Agilysys in Q2 2023 and has held it in 12 quarters since.
  • Geneos Wealth Management's Agilysys position peaked at $12.9K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held Agilysys as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.