Geneos Wealth Management’s Alarm.com ALRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16K	Buy	294 +159	+118%	+$8.66K	﹤0.01%	2206
2026 Q2	$6.31K	Hold	135	–	–	﹤0.01%	2127
2026 Q1	$5.83K	Hold	135	–	–	﹤0.01%	2131
2025 Q4	$6.89K	Hold	135	–	–	﹤0.01%	2065
2025 Q3	$7.17K	Hold	135	–	–	﹤0.01%	2061
2025 Q2	$7.64K	Hold	135	–	–	﹤0.01%	2422
2025 Q1	$7.51K	Hold	135	–	–	﹤0.01%	2377
2024 Q4	$8.21K	Sell	135 -2	-1%	-$119	﹤0.01%	2128
2024 Q3	$7.49K	Buy	137 +2	+1%	+$123	﹤0.01%	1932
2024 Q2	$8.58K	Hold	135	–	–	﹤0.01%	1585
2024 Q1	$9.8K	Hold	135	–	–	﹤0.01%	1552
2023 Q4	$8.72K	Hold	135	–	–	﹤0.01%	1580
2023 Q3	$8.25K	Buy	+135	New	+$7.63K	﹤0.01%	1624
2018 Q1	–	Sell	-100	Closed	-$3K	–	2168
2017 Q4	$3K	Buy	+100	New	+$4.32K	﹤0.01%	1922

Other funds holding ALRM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Geneos Wealth Management's ALRM Position: Q3 2026 in Review

Geneos Wealth Management increased its Alarm.com (ALRM) stake by 118% in Q3 2026, buying an estimated $8.66K and bringing the position to 294 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Geneos Wealth Management first reported a position in ALRM in Q4 2017 and has held it in 14 quarters since. 136 funds tracked by Wall St. Rank hold ALRM as of Q3 2026.

Geneos Wealth Management held 294 shares of Alarm.com worth $16K as of Q3 2026.
Geneos Wealth Management bought 159 Alarm.com shares in Q3 2026, an estimated $8.66K.
Alarm.com made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2206 holding.
Geneos Wealth Management first reported a position in Alarm.com in Q4 2017 and has held it in 14 quarters since.
136 funds tracked by Wall St. Rank held Alarm.com as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.