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 -30	-4%	-$1.39K	﹤0.01%	1763
2025 Q1	$26.3K	Buy	668 +627	+1,529%	+$28K	﹤0.01%	1809
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Geneos Wealth Management sold out of Bentley Systems (BSY) in Q3 2025, closing a stake of 638 shares — an estimated $34.4K sold.

Geneos Wealth Management first reported a position in BSY in Q1 2021 and held it in 9 quarters. The position peaked at $92K in Q1 2021. 467 funds tracked by Wall St. Rank hold BSY as of Q3 2025.

Geneos Wealth Management reported no remaining Bentley Systems position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 638 Bentley Systems shares in Q3 2025, an estimated $34.4K.
Geneos Wealth Management first reported a position in Bentley Systems in Q1 2021 and held it in 9 quarters.
Geneos Wealth Management's Bentley Systems position peaked at $92K in Q1 2021.
467 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2025.

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