Geneos Wealth Management’s Brown & Brown BRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-40	Closed	-$4.43K	–	2579
2025 Q2	$4.43K	Buy	40 +4	+11%	+$449	﹤0.01%	2611
2025 Q1	$4.48K	Buy	+36	New	+$4.02K	﹤0.01%	2551
2024 Q4	–	Sell	-428	Closed	-$44.3K	–	2889
2024 Q3	$44.3K	Buy	428 +325	+316%	+$32.3K	﹤0.01%	1243
2024 Q2	$9.21K	Buy	+103	New	+$8.94K	﹤0.01%	1568
2020 Q4	–	Sell	-250	Closed	-$10K	–	2897
2020 Q3	$10K	Hold	250	–	–	﹤0.01%	1936
2020 Q2	$10K	Buy	+250	New	+$9.64K	﹤0.01%	1906
2019 Q2	–	Sell	-118	Closed	-$3K	–	2492
2019 Q1	$3K	Hold	118	–	–	﹤0.01%	2135
2018 Q4	$3K	Buy	+118	New	+$3.34K	﹤0.01%	2093

Other funds holding BRO

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Geneos Wealth Management sold out of Brown & Brown (BRO) in Q3 2025, closing a stake of 40 shares — an estimated $4.43K sold.

Geneos Wealth Management first reported a position in BRO in Q4 2018 and held it in 8 quarters. The position peaked at $44.3K in Q3 2024. 897 funds tracked by Wall St. Rank hold BRO as of Q3 2025.

Geneos Wealth Management reported no remaining Brown & Brown position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 40 Brown & Brown shares in Q3 2025, an estimated $4.43K.
Geneos Wealth Management first reported a position in Brown & Brown in Q4 2018 and held it in 8 quarters.
Geneos Wealth Management's Brown & Brown position peaked at $44.3K in Q3 2024.
897 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2025.

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