GWM
BBT

Geneos Wealth Management’s Beacon Financial Corp BBT Stock Holding History

Geneos Wealth Management’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-41
Closed -$1.03K – 2563
2025
Q2 		$1.03K Buy
+41
New +$1.02K ﹤0.01% 2979

Other funds holding BBT

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geneos Wealth Management sold out of Beacon Financial Corp (BBT) in Q3 2025, closing a stake of 41 shares — an estimated $1.03K sold.

Geneos Wealth Management first reported a position in BBT in Q2 2025 and held it in 1 quarter. The position peaked at $1.03K in Q2 2025. 277 funds tracked by Wall St. Rank hold BBT as of Q3 2025.

  • Geneos Wealth Management reported no remaining Beacon Financial Corp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 41 Beacon Financial Corp shares in Q3 2025, an estimated $1.03K.
  • Geneos Wealth Management first reported a position in Beacon Financial Corp in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Beacon Financial Corp position peaked at $1.03K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2025.

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