GWM
AYI icon

Geneos Wealth Management’s Acuity Brands AYI Stock Holding History

Geneos Wealth Management’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12
Closed -$4.32K – 2473
2025
Q4 		$4.32K Buy
+12
New +$4.34K ﹤0.01% 2179
2025
Q3 		– Sell
-52
Closed -$15.5K – 2540
2025
Q2 		$15.5K Sell
52
-9
-15% -$2.33K ﹤0.01% 2144
2025
Q1 		$38.2K Buy
61
+38
+165% +$11.5K ﹤0.01% 2044
2024
Q4 		$6.72K Hold
23
– – ﹤0.01% 2213
2024
Q3 		$6.33K Buy
+23
New +$5.72K ﹤0.01% 1988
2018
Q4 		– Sell
-100
Closed -$15K – 2385
2018
Q3 		$15K Buy
+100
New +$14.4K ﹤0.01% 1695
2017
Q1 		– Sell
-5
Closed -$1K – 2064
2016
Q4 		$1K Hold
5
– – ﹤0.01% 1924
2016
Q3 		$1K Buy
+5
New +$1.33K ﹤0.01% 1849

Other funds holding AYI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return