GWM
AMAL icon

Geneos Wealth Management’s Amalgamated Financial AMAL Stock Holding History

Geneos Wealth Management’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-24
Closed -$749 – 2499
2025
Q2 		$749 Sell
24
-10
-29% -$293 ﹤0.01% 3048
2025
Q1 		$1.96K Buy
+34
New +$1.11K ﹤0.01% 2975

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Geneos Wealth Management sold out of Amalgamated Financial (AMAL) in Q3 2025, closing a stake of 24 shares — an estimated $749 sold.

Geneos Wealth Management first reported a position in AMAL in Q1 2025 and held it in 2 quarters. The position peaked at $1.96K in Q1 2025. 163 funds tracked by Wall St. Rank hold AMAL as of Q3 2025.

  • Geneos Wealth Management reported no remaining Amalgamated Financial position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 24 Amalgamated Financial shares in Q3 2025, an estimated $749.
  • Geneos Wealth Management first reported a position in Amalgamated Financial in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Amalgamated Financial position peaked at $1.96K in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2025.

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