GWM
ALX

Geneos Wealth Management’s Alexander's ALX Stock Holding History

Geneos Wealth Management’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4
Closed -$901 – 2496
2025
Q2 		$901 Sell
4
-12
-75% -$2.58K ﹤0.01% 3016
2025
Q1 		$3.35K Buy
16
+12
+300% +$2.43K ﹤0.01% 2857
2024
Q4 		$800 Hold
4
– – ﹤0.01% 2818
2024
Q3 		$969 Buy
+4
New +$925 ﹤0.01% 2453

Other funds holding ALX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geneos Wealth Management sold out of Alexander's (ALX) in Q3 2025, closing a stake of 4 shares — an estimated $901 sold.

Geneos Wealth Management first reported a position in ALX in Q3 2024 and held it in 4 quarters. The position peaked at $3.35K in Q1 2025. 135 funds tracked by Wall St. Rank hold ALX as of Q3 2025.

  • Geneos Wealth Management reported no remaining Alexander's position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 4 Alexander's shares in Q3 2025, an estimated $901.
  • Geneos Wealth Management first reported a position in Alexander's in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Alexander's position peaked at $3.35K in Q1 2025.
  • 135 funds tracked by Wall St. Rank held Alexander's as of Q3 2025.

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