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Geneos Wealth Management’s Alamo Group ALG Stock Holding History

Geneos Wealth Management’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50
Closed -$10.9K – 2491
2025
Q2 		$10.9K Hold
50
– – ﹤0.01% 2286
2025
Q1 		$15.1K Buy
50
+45
+900% +$8.26K ﹤0.01% 2439
2024
Q4 		$930 Hold
5
– – ﹤0.01% 2785
2024
Q3 		$901 Buy
+5
New +$891 ﹤0.01% 2468
2017
Q1 		– Sell
-15
Closed -$1K – 2059
2016
Q4 		$1K Buy
+15
New +$1.05K ﹤0.01% 1919

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Geneos Wealth Management sold out of Alamo Group (ALG) in Q3 2025, closing a stake of 50 shares — an estimated $10.9K sold.

Geneos Wealth Management first reported a position in ALG in Q4 2016 and held it in 5 quarters. The position peaked at $15.1K in Q1 2025. 284 funds tracked by Wall St. Rank hold ALG as of Q3 2025.

  • Geneos Wealth Management reported no remaining Alamo Group position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 50 Alamo Group shares in Q3 2025, an estimated $10.9K.
  • Geneos Wealth Management first reported a position in Alamo Group in Q4 2016 and held it in 5 quarters.
  • Geneos Wealth Management's Alamo Group position peaked at $15.1K in Q1 2025.
  • 284 funds tracked by Wall St. Rank held Alamo Group as of Q3 2025.

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