GWM
ANSS

Geneos Wealth Management’s Ansys ANSS Stock Holding History

Geneos Wealth Management’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-90
Closed -$31.6K – 2506
2025
Q2 		$31.6K Hold
90
– – ﹤0.01% 1811
2025
Q1 		$28.5K Buy
90
+20
+29% +$6.71K ﹤0.01% 1765
2024
Q4 		$23.6K Hold
70
– – ﹤0.01% 1652
2024
Q3 		$22.3K Buy
70
+44
+169% +$14K ﹤0.01% 1526
2024
Q2 		$8.36K Hold
26
– – ﹤0.01% 1592
2024
Q1 		$9.03K Hold
26
– – ﹤0.01% 1565
2023
Q4 		$9.44K Sell
26
-1
-4% -$296 ﹤0.01% 1562
2023
Q3 		$8.03K Buy
27
+2
+8% +$633 ﹤0.01% 1632
2023
Q2 		$8.26K Buy
+25
New +$7.92K ﹤0.01% 1623
2022
Q1 		– Sell
-3
Closed -$1K – 2749
2021
Q4 		$1K Sell
3
-5
-63% -$1.92K ﹤0.01% 2641
2021
Q3 		$2K Hold
8
– – ﹤0.01% 2625
2021
Q2 		$2K Sell
8
-352
-98% -$122K ﹤0.01% 2634
2021
Q1 		$131K Buy
360
+13
+4% +$4.62K ﹤0.01% 1170
2020
Q4 		$2K Buy
347
+339
+4,238% +$113K ﹤0.01% 2671
2020
Q3 		$2K Hold
8
– – ﹤0.01% 2373
2020
Q2 		$2K Hold
8
– – ﹤0.01% 2331
2020
Q1 		$1K Hold
8
– – ﹤0.01% 2330
2019
Q4 		$2K Hold
8
– – ﹤0.01% 2347
2019
Q3 		$1K Hold
8
– – ﹤0.01% 2359
2019
Q2 		$1K Hold
8
– – ﹤0.01% 2368
2019
Q1 		$1K Buy
+8
New +$1.35K ﹤0.01% 2294
2016
Q2 		– Sell
-23
Closed -$2K – 1802
2016
Q1 		$2K Buy
+23
New +$1.98K ﹤0.01% 1641

Other funds holding ANSS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
ALMGDA
AG2R La Mondiale Gestion d'Actifs Paris, France $2.76B AUM 39.41% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Geneos Wealth Management sold out of Ansys (ANSS) in Q3 2025, closing a stake of 90 shares — an estimated $31.6K sold.

Geneos Wealth Management first reported a position in ANSS in Q1 2016 and held it in 22 quarters. The position peaked at $131K in Q1 2021. 7 funds tracked by Wall St. Rank hold ANSS as of Q3 2025.

  • Geneos Wealth Management reported no remaining Ansys position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 90 Ansys shares in Q3 2025, an estimated $31.6K.
  • Geneos Wealth Management first reported a position in Ansys in Q1 2016 and held it in 22 quarters.
  • Geneos Wealth Management's Ansys position peaked at $131K in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Ansys as of Q3 2025.

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