GWM
CCSI icon

Geneos Wealth Management’s Consensus Cloud Solutions CCSI Stock Holding History

Geneos Wealth Management’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-96
Closed -$2.21K – 2601
2025
Q2 		$2.21K Sell
96
-104
-52% -$2.24K ﹤0.01% 2789
2025
Q1 		$4.62K Buy
+200
New +$5.15K ﹤0.01% 2770

Other funds holding CCSI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Geneos Wealth Management sold out of Consensus Cloud Solutions (CCSI) in Q3 2025, closing a stake of 96 shares — an estimated $2.21K sold.

Geneos Wealth Management first reported a position in CCSI in Q1 2025 and held it in 2 quarters. The position peaked at $4.62K in Q1 2025. 165 funds tracked by Wall St. Rank hold CCSI as of Q3 2025.

  • Geneos Wealth Management reported no remaining Consensus Cloud Solutions position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 96 Consensus Cloud Solutions shares in Q3 2025, an estimated $2.21K.
  • Geneos Wealth Management first reported a position in Consensus Cloud Solutions in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Consensus Cloud Solutions position peaked at $4.62K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q3 2025.

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