Geneos Wealth Management
AMG icon

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
Q3 		$33.6K Buy
92
+60
+188% +$21.8K ﹤0.01% 1876
2026
Q2 		$10.8K Hold
32
– – ﹤0.01% 1999
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
+26
+67% +$4.51K ﹤0.01% 2222
2025
Q1 		$6.55K Buy
39
+17
+77% +$2.96K ﹤0.01% 2420
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% -$4.9K ﹤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

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Geneos Wealth Management increased its Affiliated Managers Group (AMG) stake by 188% in Q3 2026, buying an estimated $21.8K and bringing the position to 92 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Geneos Wealth Management first reported a position in AMG in Q1 2016 and has held it in 25 quarters since. The position peaked at $54K in Q4 2017. 393 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Geneos Wealth Management held 92 shares of Affiliated Managers Group worth $33.6K as of Q3 2026.
  • Geneos Wealth Management bought 60 Affiliated Managers Group shares in Q3 2026, an estimated $21.8K.
  • Affiliated Managers Group made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1876 holding.
  • Geneos Wealth Management first reported a position in Affiliated Managers Group in Q1 2016 and has held it in 25 quarters since.
  • Geneos Wealth Management's Affiliated Managers Group position peaked at $54K in Q4 2017.
  • 393 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

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