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Geneos Wealth Management’s Anterix ATEX Stock Holding History

Geneos Wealth Management’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-46
Closed -$1.18K – 2528
2025
Q2 		$1.18K Buy
+46
New +$1.35K ﹤0.01% 2936
2025
Q1 		– Hold
0
– – – 2637
2024
Q4 		– Sell
-27
Closed -$1.02K – 2886
2024
Q3 		$1.02K Buy
+27
New +$1.04K ﹤0.01% 2446

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $642M AUM 58.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Geneos Wealth Management sold out of Anterix (ATEX) in Q3 2025, closing a stake of 46 shares — an estimated $1.18K sold.

Geneos Wealth Management first reported a position in ATEX in Q3 2024 and held it in 2 quarters. The position peaked at $1.18K in Q2 2025. 111 funds tracked by Wall St. Rank hold ATEX as of Q3 2025.

  • Geneos Wealth Management reported no remaining Anterix position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 46 Anterix shares in Q3 2025, an estimated $1.18K.
  • Geneos Wealth Management first reported a position in Anterix in Q3 2024 and held it in 2 quarters.
  • Geneos Wealth Management's Anterix position peaked at $1.18K in Q2 2025.
  • 111 funds tracked by Wall St. Rank held Anterix as of Q3 2025.

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