GWM
CHX

Geneos Wealth Management’s ChampionX CHX Stock Holding History

Geneos Wealth Management’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,153
Closed -$28.6K – 2617
2025
Q2 		$28.6K Sell
1,153
-2,566
-69% -$64.6K ﹤0.01% 1855
2025
Q1 		$111K Buy
3,719
+3,388
+1,024% +$98.9K ﹤0.01% 1517
2024
Q4 		$9K Sell
331
-230
-41% -$6.84K ﹤0.01% 2093
2024
Q3 		$16.9K Buy
561
+309
+123% +$9.76K ﹤0.01% 1622
2024
Q2 		$8.37K Hold
252
– – ﹤0.01% 1591
2024
Q1 		$9.04K Hold
252
– – ﹤0.01% 1564
2023
Q4 		$7.36K Hold
252
– – ﹤0.01% 1628
2023
Q3 		$8.98K Hold
252
– – ﹤0.01% 1605
2023
Q2 		$7.82K Hold
252
– – ﹤0.01% 1637
2023
Q1 		$6.84K Hold
252
– – ﹤0.01% 1651
2022
Q4 		$7.3K Hold
252
– – ﹤0.01% 1614
2022
Q3 		$4K Hold
252
– – ﹤0.01% 1723
2022
Q2 		$4K Buy
+252
New +$5.69K ﹤0.01% 2241
2021
Q1 		– Sell
-370
Closed -$8K – 3128
2020
Q4 		$8K Hold
370
– – ﹤0.01% 2294
2020
Q3 		$2K Hold
370
– – ﹤0.01% 2390
2020
Q2 		$3K Buy
+370
New +$3.39K ﹤0.01% 2265

Other funds holding CHX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Geneos Wealth Management sold out of ChampionX (CHX) in Q3 2025, closing a stake of 1,153 shares — an estimated $28.6K sold.

Geneos Wealth Management first reported a position in CHX in Q2 2020 and held it in 16 quarters. The position peaked at $111K in Q1 2025. 3 funds tracked by Wall St. Rank hold CHX as of Q3 2025.

  • Geneos Wealth Management reported no remaining ChampionX position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,153 ChampionX shares in Q3 2025, an estimated $28.6K.
  • Geneos Wealth Management first reported a position in ChampionX in Q2 2020 and held it in 16 quarters.
  • Geneos Wealth Management's ChampionX position peaked at $111K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held ChampionX as of Q3 2025.

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