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Geneos Wealth Management’s Bright Horizons BFAM Stock Holding History

Geneos Wealth Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-347
Closed -$42.9K – 2558
2025
Q2 		$42.9K Buy
347
+11
+3% +$1.35K ﹤0.01% 1653
2025
Q1 		$42.7K Buy
336
+167
+99% +$20.5K ﹤0.01% 1572
2024
Q4 		$18.7K Sell
169
-10
-6% -$1.2K ﹤0.01% 1755
2024
Q3 		$25.1K Buy
+179
New +$23.2K ﹤0.01% 1475
2021
Q2 		– Sell
-794
Closed -$114K – 2871
2021
Q1 		$114K Buy
+794
New +$131K ﹤0.01% 1242

Other funds holding BFAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Geneos Wealth Management sold out of Bright Horizons (BFAM) in Q3 2025, closing a stake of 347 shares — an estimated $42.9K sold.

Geneos Wealth Management first reported a position in BFAM in Q1 2021 and held it in 5 quarters. The position peaked at $114K in Q1 2021. 412 funds tracked by Wall St. Rank hold BFAM as of Q3 2025.

  • Geneos Wealth Management reported no remaining Bright Horizons position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 347 Bright Horizons shares in Q3 2025, an estimated $42.9K.
  • Geneos Wealth Management first reported a position in Bright Horizons in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's Bright Horizons position peaked at $114K in Q1 2021.
  • 412 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2025.

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