Geneos Wealth Management
ANNX icon

Geneos Wealth Management’s Annexon ANNX Stock Holding History

Geneos Wealth Management’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-6,000
Closed -$34.3K – 3189
2026
Q2 		$34.3K Hold
6,000
– – ﹤0.01% 1619
2026
Q1 		$33.2K Hold
6,000
– – ﹤0.01% 1587
2025
Q4 		$30.1K Hold
6,000
– – ﹤0.01% 1582
2025
Q3 		$18.3K Buy
+6,000
New +$14.9K ﹤0.01% 1751

Other funds holding ANNX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

Geneos Wealth Management sold out of Annexon (ANNX) in Q3 2026, closing a stake of 6,000 shares — an estimated $34.3K sold.

Geneos Wealth Management first reported a position in ANNX in Q3 2025 and held it in 4 quarters. The position peaked at $34.3K in Q2 2026. 63 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • Geneos Wealth Management reported no remaining Annexon position as of Q3 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 6,000 Annexon shares in Q3 2026, an estimated $34.3K.
  • Geneos Wealth Management first reported a position in Annexon in Q3 2025 and held it in 4 quarters.
  • Geneos Wealth Management's Annexon position peaked at $34.3K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

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