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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 		$16.1K Buy
61
+38
+165% +$11.5K ﹤0.01% 2050
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geneos Wealth Management's AYI Position: Q1 2026 in Review

Geneos Wealth Management sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 12 shares — an estimated $4.32K sold.

Geneos Wealth Management first reported a position in AYI in Q3 2016 and held it in 8 quarters. The position peaked at $16.1K in Q1 2025. 584 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Geneos Wealth Management reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 12 Acuity Brands shares in Q1 2026, an estimated $4.32K.
  • Geneos Wealth Management first reported a position in Acuity Brands in Q3 2016 and held it in 8 quarters.
  • Geneos Wealth Management's Acuity Brands position peaked at $16.1K in Q1 2025.
  • 584 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.