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Geneos Wealth Management’s Bentley Systems BSY Stock Holding History

Geneos Wealth Management’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-638
Closed -$34.4K – 2582
2025
Q2 		$34.4K Sell
638
-755
-54% -$34.9K ﹤0.01% 1763
2025
Q1 		$54.8K Buy
1,393
+1,352
+3,298% +$60.4K ﹤0.01% 1876
2024
Q4 		$1.92K Buy
41
+24
+141% +$1.17K ﹤0.01% 2606
2024
Q3 		$864 Buy
+17
New +$837 ﹤0.01% 2472
2024
Q1 		– Sell
-1,000
Closed -$52.2K – 2137
2023
Q4 		$52.2K Hold
1,000
– – ﹤0.01% 1043
2023
Q3 		$50.2K Hold
1,000
– – ﹤0.01% 1075
2023
Q2 		$54.2K Buy
+1,000
New +$46.7K ﹤0.01% 1057
2023
Q1 		– Sell
-1,000
Closed -$37K – 2049
2022
Q4 		$37K Buy
+1,000
New +$36.2K ﹤0.01% 1154
2021
Q2 		– Sell
-1,802
Closed -$92K – 2880
2021
Q1 		$92K Buy
+1,802
New +$82.4K ﹤0.01% 1337

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return