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Geneos Wealth Management’s ATS Corp ATS Stock Holding History

Geneos Wealth Management’s Portfolio ATS Stock Details ATS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-57
Closed -$1.82K – 2531
2025
Q2 		$1.82K Sell
57
-114
-67% -$3.12K ﹤0.01% 2835
2025
Q1 		$4.26K Buy
171
+114
+200% +$3.18K ﹤0.01% 2797
2024
Q4 		$1.74K Buy
+57
New +$1.73K ﹤0.01% 2650

Other funds holding ATS

MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

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

Geneos Wealth Management sold out of ATS Corp (ATS) in Q3 2025, closing a stake of 57 shares — an estimated $1.82K sold.

Geneos Wealth Management first reported a position in ATS in Q4 2024 and held it in 3 quarters. The position peaked at $4.26K in Q1 2025. 116 funds tracked by Wall St. Rank hold ATS as of Q3 2025.

  • Geneos Wealth Management reported no remaining ATS Corp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 57 ATS Corp shares in Q3 2025, an estimated $1.82K.
  • Geneos Wealth Management first reported a position in ATS Corp in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's ATS Corp position peaked at $4.26K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held ATS Corp as of Q3 2025.

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