Geneos Wealth Management’s Ameresco AMRC Stock Holding History

Geneos Wealth Management’s Portfolio AMRC Stock Details AMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-270	Closed	-$6.34K	–	3074
2024 Q4	$6.34K	Hold	270	–	–	﹤0.01%	2240
2024 Q3	$10.2K	Hold	270	–	–	﹤0.01%	1834
2024 Q2	$7.78K	Hold	270	–	–	﹤0.01%	1609
2024 Q1	$6.51K	Hold	270	–	–	﹤0.01%	1657
2023 Q4	$8.55K	Hold	270	–	–	﹤0.01%	1585
2023 Q3	$10.4K	Hold	270	–	–	﹤0.01%	1557
2023 Q2	$13.1K	Hold	270	–	–	﹤0.01%	1495
2023 Q1	$13.3K	Hold	270	–	–	﹤0.01%	1471
2022 Q4	$15.4K	Hold	270	–	–	﹤0.01%	1412
2022 Q3	$17K	Hold	270	–	–	﹤0.01%	1369
2022 Q2	$12K	Sell	270 -2	-0.7%	-$111	﹤0.01%	1870
2022 Q1	$21K	Buy	272 +2	+0.7%	+$126	﹤0.01%	1772
2021 Q4	$21K	Hold	270	–	–	﹤0.01%	1851
2021 Q3	$16K	Hold	270	–	–	﹤0.01%	2021
2021 Q2	$17K	Sell	270 -45	-14%	-$2.42K	﹤0.01%	1978
2021 Q1	$16K	Buy	315 +5	+2%	+$275	﹤0.01%	2167
2020 Q4	$13K	Buy	+310	New	+$13.4K	﹤0.01%	2106

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's AMRC Position: Q1 2025 in Review

Geneos Wealth Management sold out of Ameresco (AMRC) in Q1 2025, closing a stake of 270 shares — an estimated $6.34K sold.

Geneos Wealth Management first reported a position in AMRC in Q4 2020 and held it in 17 quarters. The position peaked at $21K in Q1 2022. 179 funds tracked by Wall St. Rank hold AMRC as of Q1 2025.

Geneos Wealth Management reported no remaining Ameresco position as of Q1 2025 after selling out during the quarter.
Geneos Wealth Management sold 270 Ameresco shares in Q1 2025, an estimated $6.34K.
Geneos Wealth Management first reported a position in Ameresco in Q4 2020 and held it in 17 quarters.
Geneos Wealth Management's Ameresco position peaked at $21K in Q1 2022.
179 funds tracked by Wall St. Rank held Ameresco as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.