Geneos Wealth Management’s Badger Meter BMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-23	Closed	-$5.63K	–	2571
2025 Q2	$5.63K	Sell	23 -9	-28%	-$2.04K	﹤0.01%	2539
2025 Q1	$6.09K	Sell	32 -4	-11%	-$835	﹤0.01%	2452
2024 Q4	$7.64K	Buy	36 +5	+16%	+$1.09K	﹤0.01%	2167
2024 Q3	$6.77K	Buy	+31	New	+$6.21K	﹤0.01%	1969
2020 Q4	–	Sell	-686	Closed	-$44K	–	2896
2020 Q3	$44K	Hold	686	–	–	﹤0.01%	1305
2020 Q2	$41K	Hold	686	–	–	﹤0.01%	1291
2020 Q1	$35K	Hold	686	–	–	﹤0.01%	1253
2019 Q4	$45K	Hold	686	–	–	﹤0.01%	1309
2019 Q3	$36K	Hold	686	–	–	﹤0.01%	1334
2019 Q2	$40K	Hold	686	–	–	﹤0.01%	1300
2019 Q1	$38K	Sell	686 -302	-31%	-$16.8K	﹤0.01%	1271
2018 Q4	$47K	Hold	988	–	–	﹤0.01%	1123
2018 Q3	$52K	Hold	988	–	–	﹤0.01%	1156
2018 Q2	$44K	Hold	988	–	–	﹤0.01%	1098
2018 Q1	$46K	Hold	988	–	–	﹤0.01%	1026
2017 Q4	$47K	Hold	988	–	–	﹤0.01%	1022
2017 Q3	$48K	Hold	988	–	–	﹤0.01%	962
2017 Q2	$39K	Hold	988	–	–	﹤0.01%	1021
2017 Q1	$36K	Hold	988	–	–	﹤0.01%	1009
2016 Q4	$36K	Hold	988	–	–	﹤0.01%	951
2016 Q3	$33K	Hold	988	–	–	﹤0.01%	948
2016 Q2	$35K	Hold	988	–	–	0.01%	921
2016 Q1	$32K	Buy	+988	New	+$30.5K	﹤0.01%	941

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Geneos Wealth Management sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 23 shares — an estimated $5.63K sold.

Geneos Wealth Management first reported a position in BMI in Q1 2016 and held it in 23 quarters. The position peaked at $52K in Q3 2018. 478 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

Geneos Wealth Management reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 23 Badger Meter shares in Q3 2025, an estimated $5.63K.
Geneos Wealth Management first reported a position in Badger Meter in Q1 2016 and held it in 23 quarters.
Geneos Wealth Management's Badger Meter position peaked at $52K in Q3 2018.
478 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

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