GWM
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Geneos Wealth Management’s Boot Barn BOOT Stock Holding History

Geneos Wealth Management’s Portfolio BOOT Stock Details BOOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18
Closed -$2.74K – 2574
2025
Q2 		$2.74K Buy
+18
New +$2.39K ﹤0.01% 2744
2021
Q2 		– Sell
-78
Closed -$5K – 2877
2021
Q1 		$5K Buy
+78
New +$4.58K ﹤0.01% 2632
2017
Q4 		– Sell
-1,000
Closed -$8K – 2165
2017
Q3 		$8K Hold
1,000
– – ﹤0.01% 1629
2017
Q2 		$7K Hold
1,000
– – ﹤0.01% 1626
2017
Q1 		$9K Hold
1,000
– – ﹤0.01% 1504
2016
Q4 		$12K Buy
+1,000
New +$13.5K ﹤0.01% 1369

Other funds holding BOOT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return