Geneos Wealth Management
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Geneos Wealth Management’s Artisan Partners APAM Stock Holding History

Geneos Wealth Management’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.7K Buy
295
+3
+1% +$119 ﹤0.01% 2359
2026
Q2 		$10.1K Buy
292
+54
+23% +$1.99K ﹤0.01% 2018
2026
Q1 		$8.66K Buy
238
+7
+3% +$286 ﹤0.01% 2022
2025
Q4 		$9.42K Sell
231
-51
-18% -$2.18K ﹤0.01% 1978
2025
Q3 		$12.2K Buy
282
+3
+1% +$138 ﹤0.01% 1894
2025
Q2 		$12.4K Sell
279
-2
-0.7% -$80 ﹤0.01% 2237
2025
Q1 		$11K Buy
281
+5
+2% +$212 ﹤0.01% 2220
2024
Q4 		$11.9K Buy
276
+8
+3% +$365 ﹤0.01% 1983
2024
Q3 		$11.6K Buy
268
+2
+0.8% +$83 ﹤0.01% 1776
2024
Q2 		$11K Buy
266
+107
+67% +$4.62K ﹤0.01% 1523
2024
Q1 		$7.28K Buy
159
+4
+3% +$172 ﹤0.01% 1621
2023
Q4 		$6.87K Buy
155
+2
+1% +$75 ﹤0.01% 1643
2023
Q3 		$5.72K Buy
153
+3
+2% +$116 ﹤0.01% 1705
2023
Q2 		$5.91K Buy
150
+2
+1% +$69 ﹤0.01% 1700
2023
Q1 		$4.74K Sell
148
-396
-73% -$13.3K ﹤0.01% 1742
2022
Q4 		$16.2K Sell
544
-270
-33% -$8.3K ﹤0.01% 1398
2022
Q3 		$21K Sell
814
-14,689
-95% -$516K ﹤0.01% 1301
2022
Q2 		$556K Buy
15,503
+14,663
+1,746% +$533K 0.03% 466
2022
Q1 		$33K Buy
840
+410
+95% +$16.7K ﹤0.01% 1547
2021
Q4 		$20K Buy
430
+3
+0.7% +$144 ﹤0.01% 1881
2021
Q3 		$21K Buy
427
+302
+242% +$15.2K ﹤0.01% 1890
2021
Q2 		$6K Buy
+125
New +$6.57K ﹤0.01% 2365
2018
Q2 		– Sell
-645
Closed -$21K – 2258
2018
Q1 		$21K Buy
645
+25
+4% +$902 ﹤0.01% 1364
2017
Q4 		$24K Buy
+620
New +$23K ﹤0.01% 1306

Other funds holding APAM

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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Geneos Wealth Management increased its Artisan Partners (APAM) stake by 1% in Q3 2026, buying an estimated $119 and bringing the position to 295 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Geneos Wealth Management first reported a position in APAM in Q4 2017 and has held it in 24 quarters since. The position peaked at $556K in Q2 2022. 180 funds tracked by Wall St. Rank hold APAM as of Q3 2026.

  • Geneos Wealth Management held 295 shares of Artisan Partners worth $10.7K as of Q3 2026.
  • Geneos Wealth Management bought 3 Artisan Partners shares in Q3 2026, an estimated $119.
  • Artisan Partners made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2359 holding.
  • Geneos Wealth Management first reported a position in Artisan Partners in Q4 2017 and has held it in 24 quarters since.
  • Geneos Wealth Management's Artisan Partners position peaked at $556K in Q2 2022.
  • 180 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2026.

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