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Geneos Wealth Management’s Boise Cascade BCC Stock Holding History

Geneos Wealth Management’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7
Closed -$608 – 2554
2025
Q2 		$608 Buy
+7
New +$635 ﹤0.01% 3086
2017
Q1 		– Sell
-61
Closed -$1K – 2067
2016
Q4 		$1K Hold
61
– – ﹤0.01% 1926
2016
Q3 		$1K Buy
+61
New +$1.57K ﹤0.01% 1851

Other funds holding BCC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geneos Wealth Management sold out of Boise Cascade (BCC) in Q3 2025, closing a stake of 7 shares — an estimated $608 sold.

Geneos Wealth Management first reported a position in BCC in Q3 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2016. 333 funds tracked by Wall St. Rank hold BCC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Boise Cascade position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 7 Boise Cascade shares in Q3 2025, an estimated $608.
  • Geneos Wealth Management first reported a position in Boise Cascade in Q3 2016 and held it in 3 quarters.
  • Geneos Wealth Management's Boise Cascade position peaked at $1K in Q4 2016.
  • 333 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2025.

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