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Geneos Wealth Management’s Capitol Federal Financial CFFN Stock Holding History

Geneos Wealth Management’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$610 – 2608
2025
Q2 		$610 Sell
100
-100
-50% -$566 ﹤0.01% 3085
2025
Q1 		$1.12K Buy
+200
New +$1.17K ﹤0.01% 3038
2021
Q2 		– Sell
-86
Closed -$1K – 2889
2021
Q1 		$1K Hold
86
– – ﹤0.01% 2993
2020
Q4 		$1K Sell
86
-563
-87% -$6.72K ﹤0.01% 2767
2020
Q3 		$5K Buy
649
+452
+229% +$4.41K ﹤0.01% 2159
2020
Q2 		$2K Buy
+197
New +$2.26K ﹤0.01% 2339
2020
Q1 		– Sell
-83
Closed -$1K – 2490
2019
Q4 		$1K Buy
83
+2
+2% +$28 ﹤0.01% 2442
2019
Q3 		$1K Buy
81
+1
+1% +$14 ﹤0.01% 2376
2019
Q2 		$1K Buy
80
+2
+3% +$27 ﹤0.01% 2379
2019
Q1 		$1K Buy
+78
New +$1.03K ﹤0.01% 2305
2017
Q4 		– Sell
-71
Closed -$1K – 2169
2017
Q3 		$1K Hold
71
– – ﹤0.01% 2027
2017
Q2 		$1K Buy
71
+2
+3% +$29 ﹤0.01% 1982
2017
Q1 		$1K Hold
69
– – ﹤0.01% 1964
2016
Q4 		$1K Buy
+69
New +$1.06K ﹤0.01% 1931

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Geneos Wealth Management sold out of Capitol Federal Financial (CFFN) in Q3 2025, closing a stake of 100 shares — an estimated $610 sold.

Geneos Wealth Management first reported a position in CFFN in Q4 2016 and held it in 14 quarters. The position peaked at $5K in Q3 2020. 241 funds tracked by Wall St. Rank hold CFFN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Capitol Federal Financial position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 100 Capitol Federal Financial shares in Q3 2025, an estimated $610.
  • Geneos Wealth Management first reported a position in Capitol Federal Financial in Q4 2016 and held it in 14 quarters.
  • Geneos Wealth Management's Capitol Federal Financial position peaked at $5K in Q3 2020.
  • 241 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2025.

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