GWM
BKV

Geneos Wealth Management’s BKV Corp BKV Stock Holding History

Geneos Wealth Management’s Portfolio BKV Stock Details BKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-152
Closed -$3.67K – 3241
2025
Q2 		$3.67K Buy
+152
New +$3.14K ﹤0.01% 2658

Other funds holding BKV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

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

Geneos Wealth Management sold out of BKV Corp (BKV) in Q3 2025, closing a stake of 152 shares — an estimated $3.67K sold.

Geneos Wealth Management first reported a position in BKV in Q2 2025 and held it in 1 quarter. The position peaked at $3.67K in Q2 2025. 107 funds tracked by Wall St. Rank hold BKV as of Q3 2025.

  • Geneos Wealth Management reported no remaining BKV Corp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 152 BKV Corp shares in Q3 2025, an estimated $3.67K.
  • Geneos Wealth Management first reported a position in BKV Corp in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's BKV Corp position peaked at $3.67K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held BKV Corp as of Q3 2025.

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