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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
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 Sell
135
-135
-50% -$7.49K ﹤0.01% 2422
2025
Q1 		$15K Buy
270
+135
+100% +$8.1K ﹤0.01% 2444
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 		$9.78K 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% 1921

Other funds holding ALRM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return