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Geneos Wealth Management’s Axos Financial AX Stock Holding History

Geneos Wealth Management’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-111
Closed -$8.44K – 2538
2025
Q2 		$8.44K Sell
111
-222
-67% -$15K ﹤0.01% 2387
2025
Q1 		$21.5K Buy
333
+222
+200% +$15.1K ﹤0.01% 2291
2024
Q4 		$7.75K Hold
111
– – ﹤0.01% 2160
2024
Q3 		$6.98K Buy
+111
New +$7.3K ﹤0.01% 1955

Other funds holding AX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Geneos Wealth Management sold out of Axos Financial (AX) in Q3 2025, closing a stake of 111 shares — an estimated $8.44K sold.

Geneos Wealth Management first reported a position in AX in Q3 2024 and held it in 4 quarters. The position peaked at $21.5K in Q1 2025. 382 funds tracked by Wall St. Rank hold AX as of Q3 2025.

  • Geneos Wealth Management reported no remaining Axos Financial position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 111 Axos Financial shares in Q3 2025, an estimated $8.44K.
  • Geneos Wealth Management first reported a position in Axos Financial in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Axos Financial position peaked at $21.5K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q3 2025.

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