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Geneos Wealth Management’s Birkenstock BIRK Stock Holding History

Geneos Wealth Management’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.58K Hold
100
– – ﹤0.01% 2224
2025
Q4 		$4.09K Sell
100
-100
-50% -$4.24K ﹤0.01% 2194
2025
Q3 		$9.05K Sell
200
-10
-5% -$489 ﹤0.01% 1989
2025
Q2 		$10.3K Sell
210
-232
-52% -$11.9K ﹤0.01% 2317
2025
Q1 		$20.3K Buy
442
+242
+121% +$12.7K ﹤0.01% 2308
2024
Q4 		$11.3K Buy
+200
New +$10.1K ﹤0.01% 2002

Other funds holding BIRK

CMC
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return