Geneos Wealth Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-37
| Closed | -$2.52K | – | 3052 |
|
|
2024
Q4 | $2.52K | Sell |
37
-12
| -24% | -$909 | ﹤0.01% | 2531 |
|
|
2024
Q3 | $4.4K | Buy |
+49
| New | +$4.05K | ﹤0.01% | 2108 |
|
|
2023
Q2 | – | Sell |
-2,700
| Closed | -$187K | – | 2071 |
|
|
2023
Q1 | $187K | Hold |
2,700
| – | – | 0.01% | 668 |
|
|
2022
Q4 | $155K | Hold |
2,700
| – | – | 0.01% | 705 |
|
|
2022
Q3 | $131K | Hold |
2,700
| – | – | 0.01% | 722 |
|
|
2022
Q2 | $151K | Sell |
2,700
-200
| -7% | -$12K | 0.01% | 850 |
|
|
2022
Q1 | $185K | Buy |
2,900
+2,685
| +1,249% | +$195K | 0.01% | 835 |
|
|
2021
Q4 | $18K | Hold |
215
| – | – | ﹤0.01% | 1925 |
|
|
2021
Q3 | $13K | Buy |
215
+15
| +8% | +$1.05K | ﹤0.01% | 2103 |
|
|
2021
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 2070 |
|
|
2021
Q1 | $13K | Sell |
200
-56
| -22% | -$3.4K | ﹤0.01% | 2255 |
|
|
2020
Q4 | $13K | Buy |
256
+56
| +28% | +$3.09K | ﹤0.01% | 2107 |
|
|
2020
Q3 | $10K | Buy |
200
+100
| +100% | +$4.99K | ﹤0.01% | 1934 |
|
|
2020
Q2 | $4K | Sell |
100
-3
| -3% | -$131 | ﹤0.01% | 2187 |
|
|
2020
Q1 | $3K | Sell |
103
-681
| -87% | -$29K | ﹤0.01% | 2149 |
|
|
2019
Q4 | $37K | Buy |
784
+100
| +15% | +$4.85K | ﹤0.01% | 1406 |
|
|
2019
Q3 | $32K | Buy |
684
+54
| +9% | +$2.5K | ﹤0.01% | 1385 |
|
|
2019
Q2 | $29K | Sell |
630
-334
| -35% | -$16.4K | ﹤0.01% | 1444 |
|
|
2019
Q1 | $51K | Buy |
964
+20
| +2% | +$994 | ﹤0.01% | 1121 |
|
|
2018
Q4 | $40K | Sell |
944
-69
| -7% | -$3.17K | ﹤0.01% | 1200 |
|
|
2018
Q3 | $54K | Hold |
1,013
| – | – | ﹤0.01% | 1139 |
|
|
2018
Q2 | $59K | Hold |
1,013
| – | – | ﹤0.01% | 968 |
|
|
2018
Q1 | $64K | Sell |
1,013
-200
| -16% | -$12.9K | 0.01% | 905 |
|
|
2017
Q4 | $74K | Hold |
1,213
| – | – | 0.01% | 852 |
|
|
2017
Q3 | $72K | Sell |
1,213
-97
| -7% | -$5.44K | 0.01% | 813 |
|
|
2017
Q2 | $73K | Sell |
1,310
-125
| -9% | -$6.75K | 0.01% | 788 |
|
|
2017
Q1 | $73K | Sell |
1,435
-115
| -7% | -$5.71K | 0.01% | 756 |
|
|
2016
Q4 | $73K | Hold |
1,550
| – | – | 0.01% | 698 |
|
|
2016
Q3 | $76K | Sell |
1,550
-106
| -6% | -$4.95K | 0.01% | 669 |
|
|
2016
Q2 | $72K | Buy |
1,656
+414
| +33% | +$16.7K | 0.01% | 684 |
|
|
2016
Q1 | $48K | Buy |
+1,242
| New | +$43.4K | 0.01% | 809 |
|
Other funds holding AOS
Geneos Wealth Management's AOS Position: Q1 2025 in Review
Geneos Wealth Management sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 37 shares — an estimated $2.52K sold.
Geneos Wealth Management first reported a position in AOS in Q1 2016 and held it in 31 quarters. The position peaked at $187K in Q1 2023. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.
- Geneos Wealth Management reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
- Geneos Wealth Management sold 37 A.O. Smith shares in Q1 2025, an estimated $2.52K.
- Geneos Wealth Management first reported a position in A.O. Smith in Q1 2016 and held it in 31 quarters.
- Geneos Wealth Management's A.O. Smith position peaked at $187K in Q1 2023.
- 657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.
Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.