Geneos Wealth Management’s Atkore ATKR Stock Holding History

Geneos Wealth Management’s Portfolio ATKR Stock Details ATKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.8K	Buy	252 +126	+100%	+$8.19K	﹤0.01%	1878
2025 Q4	$7.97K	Hold	126	–	–	﹤0.01%	2025
2025 Q3	$7.91K	Sell	126 -25	-17%	-$1.63K	﹤0.01%	2033
2025 Q2	$10.7K	Sell	151 -176	-54%	-$11.4K	﹤0.01%	2301
2025 Q1	$19.6K	Buy	327 +176	+117%	+$12.6K	﹤0.01%	2316
2024 Q4	$12.6K	Hold	151	–	–	﹤0.01%	1954
2024 Q3	$12.8K	Buy	151 +25	+20%	+$2.71K	﹤0.01%	1734
2024 Q2	$17K	Hold	126	–	–	﹤0.01%	1389
2024 Q1	$24K	Hold	126	–	–	﹤0.01%	1302
2023 Q4	$20.2K	Hold	126	–	–	﹤0.01%	1347
2023 Q3	$18.8K	Hold	126	–	–	﹤0.01%	1390
2023 Q2	$19.6K	Hold	126	–	–	﹤0.01%	1385
2023 Q1	$17.7K	Hold	126	–	–	﹤0.01%	1385
2022 Q4	$14.3K	Hold	126	–	–	﹤0.01%	1434
2022 Q3	$9K	Hold	126	–	–	﹤0.01%	1531
2022 Q2	$10K	Hold	126	–	–	﹤0.01%	1930
2022 Q1	$12K	Buy	+126	New	+$13.1K	﹤0.01%	1994
2021 Q2	–	Sell	-81	Closed	-$6K	–	2860
2021 Q1	$6K	Buy	+81	New	+$4.9K	﹤0.01%	2576

Other funds holding ATKR

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return