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Geneos Wealth Management’s Bloomin' Brands BLMN Stock Holding History

Geneos Wealth Management’s Portfolio BLMN Stock Details BLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-371
Closed -$3.19K – 2570
2025
Q2 		$3.19K Buy
371
+169
+84% +$1.36K ﹤0.01% 2704
2025
Q1 		$4.34K Sell
202
-183
-48% -$1.94K ﹤0.01% 2787
2024
Q4 		$4.7K Buy
385
+313
+435% +$4.49K ﹤0.01% 2354
2024
Q3 		$1.19K Buy
+72
New +$1.28K ﹤0.01% 2413
2020
Q1 		– Sell
-689
Closed -$14K – 2485
2019
Q4 		$14K Buy
+689
New +$14.6K ﹤0.01% 1824
2017
Q1 		– Sell
-170
Closed -$3K – 2069
2016
Q4 		$3K Hold
170
– – ﹤0.01% 1740
2016
Q3 		$2K Buy
+170
New +$3.15K ﹤0.01% 1751

Other funds holding BLMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

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

Geneos Wealth Management sold out of Bloomin' Brands (BLMN) in Q3 2025, closing a stake of 371 shares — an estimated $3.19K sold.

Geneos Wealth Management first reported a position in BLMN in Q3 2016 and held it in 7 quarters. The position peaked at $14K in Q4 2019. 230 funds tracked by Wall St. Rank hold BLMN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Bloomin' Brands position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 371 Bloomin' Brands shares in Q3 2025, an estimated $3.19K.
  • Geneos Wealth Management first reported a position in Bloomin' Brands in Q3 2016 and held it in 7 quarters.
  • Geneos Wealth Management's Bloomin' Brands position peaked at $14K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Bloomin' Brands as of Q3 2025.

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