Geneos Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4	Closed	-$930	–	2487
2025 Q2	$930	Buy	+4	New	+$910	﹤0.01%	3005
2022 Q3	–	Sell	-1,008	Closed	-$96K	–	2012
2022 Q2	$96K	Sell	1,008 -1	-0.1%	-$101	﹤0.01%	1022
2022 Q1	$103K	Buy	1,009 +1	+0.1%	+$100	﹤0.01%	1080
2021 Q4	$103K	Hold	1,008	–	–	﹤0.01%	1156
2021 Q3	$92K	Buy	1,008 +1	+0.1%	+$88	﹤0.01%	1208
2021 Q2	$91K	Sell	1,007 -31	-3%	-$2.96K	﹤0.01%	1197
2021 Q1	$99K	Buy	1,038 +31	+3%	+$2.63K	﹤0.01%	1314
2020 Q4	$93K	Hold	1,007	–	–	﹤0.01%	1177
2020 Q3	$54K	Hold	1,007	–	–	﹤0.01%	1213
2020 Q2	$59K	Hold	1,007	–	–	﹤0.01%	1145
2020 Q1	$44K	Buy	+1,007	New	+$59.6K	﹤0.01%	1164

Other funds holding AIT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geneos Wealth Management sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 4 shares — an estimated $930 sold.

Geneos Wealth Management first reported a position in AIT in Q1 2020 and held it in 11 quarters. The position peaked at $103K in Q1 2022. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

Geneos Wealth Management reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 4 Applied Industrial Technologies shares in Q3 2025, an estimated $930.
Geneos Wealth Management first reported a position in Applied Industrial Technologies in Q1 2020 and held it in 11 quarters.
Geneos Wealth Management's Applied Industrial Technologies position peaked at $103K in Q1 2022.
555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

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