Geneos Wealth Management’s Century Communities CCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-16	Closed	-$901	–	2600
2025 Q2	$901	Buy	+16	New	+$897	﹤0.01%	3017
2024 Q4	–	Sell	-5	Closed	-$515	–	2893
2024 Q3	$515	Buy	+5	New	+$479	﹤0.01%	2553
2022 Q3	–	Sell	-1,200	Closed	-$57K	–	2092
2022 Q2	$57K	Hold	1,200	–	–	﹤0.01%	1227
2022 Q1	$64K	Hold	1,200	–	–	﹤0.01%	1264
2021 Q4	$98K	Hold	1,200	–	–	﹤0.01%	1174
2021 Q3	$74K	Hold	1,200	–	–	﹤0.01%	1293
2021 Q2	$79K	Hold	1,200	–	–	﹤0.01%	1256
2021 Q1	$88K	Hold	1,200	–	–	﹤0.01%	1358
2020 Q4	$73K	Buy	+1,200	New	+$52.9K	﹤0.01%	1269

Other funds holding CCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Geneos Wealth Management sold out of Century Communities (CCS) in Q3 2025, closing a stake of 16 shares — an estimated $901 sold.

Geneos Wealth Management first reported a position in CCS in Q4 2020 and held it in 9 quarters. The position peaked at $98K in Q4 2021. 275 funds tracked by Wall St. Rank hold CCS as of Q3 2025.

Geneos Wealth Management reported no remaining Century Communities position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 16 Century Communities shares in Q3 2025, an estimated $901.
Geneos Wealth Management first reported a position in Century Communities in Q4 2020 and held it in 9 quarters.
Geneos Wealth Management's Century Communities position peaked at $98K in Q4 2021.
275 funds tracked by Wall St. Rank held Century Communities as of Q3 2025.

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