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Geneos Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Geneos Wealth Management’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.85K Hold
32
– – ﹤0.01% 2019
2025
Q4 		$9.22K Hold
32
– – ﹤0.01% 1985
2025
Q3 		$7.63K Sell
32
-33
-51% -$7.27K ﹤0.01% 2043
2025
Q2 		$12.8K Buy
65
+22
+51% +$3.82K ﹤0.01% 2222
2025
Q1 		$15.3K Buy
43
+21
+95% +$3.66K ﹤0.01% 2437
2024
Q4 		$4.07K Hold
22
– – ﹤0.01% 2400
2024
Q3 		$3.91K Buy
22
+18
+450% +$3.06K ﹤0.01% 2139
2024
Q2 		$625 Hold
4
– – ﹤0.01% 2031
2024
Q1 		$670 Hold
4
– – ﹤0.01% 2090
2023
Q4 		$606 Buy
+4
New +$537 ﹤0.01% 2073
2019
Q2 		– Sell
-100
Closed -$10K – 2489
2019
Q1 		$10K Hold
100
– – ﹤0.01% 1827
2018
Q4 		$9K Sell
100
-166
-62% -$18.7K ﹤0.01% 1805
2018
Q3 		$36K Buy
266
+166
+166% +$24.5K ﹤0.01% 1313
2018
Q2 		$14K Hold
100
– – ﹤0.01% 1580
2018
Q1 		$18K Sell
100
-166
-62% -$32.3K ﹤0.01% 1425
2017
Q4 		$54K Hold
266
– – ﹤0.01% 968
2017
Q3 		$50K Hold
266
– – 0.01% 936
2017
Q2 		$44K Hold
266
– – ﹤0.01% 968
2017
Q1 		$43K Sell
266
-31
-10% -$4.91K ﹤0.01% 940
2016
Q4 		$43K Sell
297
-35
-11% -$5.08K 0.01% 891
2016
Q3 		$48K Buy
332
+31
+10% +$4.44K 0.01% 822
2016
Q2 		$41K Hold
301
– – 0.01% 868
2016
Q1 		$49K Buy
+301
New +$42K 0.01% 804

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's AMG Position: Q1 2026 in Review

Geneos Wealth Management held its Affiliated Managers Group (AMG) position steady in Q1 2026 at 32 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Geneos Wealth Management first reported a position in AMG in Q1 2016 and has held it in 23 quarters since. The position peaked at $54K in Q4 2017. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Geneos Wealth Management held 32 shares of Affiliated Managers Group worth $8.85K as of Q1 2026.
  • Geneos Wealth Management left its Affiliated Managers Group share count unchanged in Q1 2026.
  • Affiliated Managers Group made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2019 holding.
  • Geneos Wealth Management first reported a position in Affiliated Managers Group in Q1 2016 and has held it in 23 quarters since.
  • Geneos Wealth Management's Affiliated Managers Group position peaked at $54K in Q4 2017.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.