Geneos Wealth Management’s Buckle BKE Stock Holding History

Geneos Wealth Management’s Portfolio BKE Stock Details BKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-619	Closed	-$28.1K	–	2567
2025 Q2	$28.1K	Sell	619 -623	-50%	-$24.6K	﹤0.01%	1871
2025 Q1	$47.6K	Buy	1,242 +1,210	+3,781%	+$52.4K	﹤0.01%	1946
2024 Q4	$1.63K	Hold	32	–	–	﹤0.01%	2664
2024 Q3	$1.41K	Buy	+32	New	+$1.31K	﹤0.01%	2375
2022 Q3	–	Sell	-45	Closed	-$1K	–	2070
2022 Q2	$1K	Hold	45	–	–	﹤0.01%	2465
2022 Q1	$1K	Sell	45 -450	-91%	-$16.7K	﹤0.01%	2614
2021 Q4	$20K	Hold	495	–	–	﹤0.01%	1883
2021 Q3	$20K	Hold	495	–	–	﹤0.01%	1907
2021 Q2	$24K	Hold	495	–	–	﹤0.01%	1813
2021 Q1	$20K	Hold	495	–	–	﹤0.01%	2077
2020 Q4	$19K	Hold	495	–	–	﹤0.01%	1934
2020 Q3	$10K	Hold	495	–	–	﹤0.01%	1935
2020 Q2	$7K	Sell	495 -275	-36%	-$4.12K	﹤0.01%	2027
2020 Q1	$11K	Buy	770 +275	+56%	+$6.19K	﹤0.01%	1758
2019 Q4	$13K	Hold	495	–	–	﹤0.01%	1862
2019 Q3	$10K	Hold	495	–	–	﹤0.01%	1879
2019 Q2	$8K	Hold	495	–	–	﹤0.01%	1965
2019 Q1	$9K	Hold	495	–	–	﹤0.01%	1862
2018 Q4	$9K	Hold	495	–	–	﹤0.01%	1808
2018 Q3	$11K	Hold	495	–	–	﹤0.01%	1800
2018 Q2	$13K	Hold	495	–	–	﹤0.01%	1597
2018 Q1	$10K	Hold	495	–	–	﹤0.01%	1633
2017 Q4	$11K	Hold	495	–	–	﹤0.01%	1589
2017 Q3	$8K	Hold	495	–	–	﹤0.01%	1628
2017 Q2	$8K	Hold	495	–	–	﹤0.01%	1590
2017 Q1	$9K	Buy	495 +450	+1,000%	+$9.07K	﹤0.01%	1503
2016 Q4	$1K	Hold	45	–	–	﹤0.01%	1927
2016 Q3	$1K	Hold	45	–	–	﹤0.01%	1856
2016 Q2	$1K	Hold	45	–	–	﹤0.01%	1724
2016 Q1	$1K	Buy	+45	New	+$1.37K	﹤0.01%	1708

Other funds holding BKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management sold out of Buckle (BKE) in Q3 2025, closing a stake of 619 shares — an estimated $28.1K sold.

Geneos Wealth Management first reported a position in BKE in Q1 2016 and held it in 30 quarters. The position peaked at $47.6K in Q1 2025. 303 funds tracked by Wall St. Rank hold BKE as of Q3 2025.

Geneos Wealth Management reported no remaining Buckle position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 619 Buckle shares in Q3 2025, an estimated $28.1K.
Geneos Wealth Management first reported a position in Buckle in Q1 2016 and held it in 30 quarters.
Geneos Wealth Management's Buckle position peaked at $47.6K in Q1 2025.
303 funds tracked by Wall St. Rank held Buckle as of Q3 2025.

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