Geneos Wealth Management’s The AZEK Co AZEK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-314	Closed	-$17.1K	–	2541
2025 Q2	$17.1K	Hold	314	–	–	﹤0.01%	2105
2025 Q1	$39.2K	Buy	314 +140	+80%	+$6.63K	﹤0.01%	2033
2024 Q4	$8.26K	Hold	174	–	–	﹤0.01%	2124
2024 Q3	$8.14K	Buy	+174	New	+$7.46K	﹤0.01%	1909
2021 Q3	–	Sell	-1,000	Closed	-$41K	–	2835
2021 Q2	$41K	Hold	1,000	–	–	﹤0.01%	1569
2021 Q1	$48K	Hold	1,000	–	–	﹤0.01%	1651
2020 Q4	$43K	Hold	1,000	–	–	﹤0.01%	1528
2020 Q3	$33K	Buy	+1,000	New	+$34.8K	﹤0.01%	1421

Other funds holding AZEK

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Geneos Wealth Management sold out of The AZEK Co (AZEK) in Q3 2025, closing a stake of 314 shares — an estimated $17.1K sold.

Geneos Wealth Management first reported a position in AZEK in Q3 2020 and held it in 8 quarters. The position peaked at $48K in Q1 2021. 2 funds tracked by Wall St. Rank hold AZEK as of Q3 2025.

Geneos Wealth Management reported no remaining The AZEK Co position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 314 The AZEK Co shares in Q3 2025, an estimated $17.1K.
Geneos Wealth Management first reported a position in The AZEK Co in Q3 2020 and held it in 8 quarters.
Geneos Wealth Management's The AZEK Co position peaked at $48K in Q1 2021.
2 funds tracked by Wall St. Rank held The AZEK Co as of Q3 2025.

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