GWM
BFS

Geneos Wealth Management’s Saul Centers BFS Stock Holding History

Geneos Wealth Management’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-33
Closed -$1.13K – 2562
2025
Q2 		$1.13K Buy
+33
New +$1.11K ﹤0.01% 2952

Other funds holding BFS

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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management sold out of Saul Centers (BFS) in Q3 2025, closing a stake of 33 shares — an estimated $1.13K sold.

Geneos Wealth Management first reported a position in BFS in Q2 2025 and held it in 1 quarter. The position peaked at $1.13K in Q2 2025. 158 funds tracked by Wall St. Rank hold BFS as of Q3 2025.

  • Geneos Wealth Management reported no remaining Saul Centers position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 33 Saul Centers shares in Q3 2025, an estimated $1.13K.
  • Geneos Wealth Management first reported a position in Saul Centers in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Saul Centers position peaked at $1.13K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held Saul Centers as of Q3 2025.

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