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Geneos Wealth Management’s Chimera Investment CIM Stock Holding History

Geneos Wealth Management’s Portfolio CIM Stock Details CIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-510
Closed -$7.07K – 2619
2025
Q2 		$7.07K Hold
510
– – ﹤0.01% 2447
2025
Q1 		$6.54K Buy
510
+176
+53% +$2.47K ﹤0.01% 2422
2024
Q4 		$4.68K Buy
334
+93
+39% +$1.4K ﹤0.01% 2355
2024
Q3 		$3.81K Buy
+241
New +$3.61K ﹤0.01% 2146
2023
Q4 		– Sell
-449
Closed -$7.36K – 2107
2023
Q3 		$7.36K Hold
449
– – ﹤0.01% 1644
2023
Q2 		$7.77K Buy
+449
New +$7.15K ﹤0.01% 1639
2022
Q1 		– Sell
-361
Closed -$16K – 2784
2021
Q4 		$16K Buy
+361
New +$17.1K ﹤0.01% 1986
2020
Q2 		– Sell
-413
Closed -$14K – 2568
2020
Q1 		$14K Sell
413
-72
-15% -$4.09K ﹤0.01% 1646
2019
Q4 		$31K Buy
485
+2
+0.4% +$122 ﹤0.01% 1483
2019
Q3 		$28K Buy
483
+1
+0.2% +$58 ﹤0.01% 1452
2019
Q2 		$27K Buy
482
+2
+0.4% +$113 ﹤0.01% 1484
2019
Q1 		$26K Buy
480
+2
+0.4% +$112 ﹤0.01% 1447
2018
Q4 		$26K Sell
478
-185
-28% -$10.1K ﹤0.01% 1381
2018
Q3 		$36K Sell
663
-265
-29% -$14.9K ﹤0.01% 1316
2018
Q2 		$50K Buy
928
+2
+0.2% +$108 ﹤0.01% 1039
2018
Q1 		$48K Sell
926
-37
-4% -$1.94K ﹤0.01% 1008
2017
Q4 		$53K Buy
963
+2
+0.2% +$112 ﹤0.01% 974
2017
Q3 		$54K Buy
961
+334
+53% +$19K 0.01% 907
2017
Q2 		$35K Buy
627
+2
+0.3% +$116 ﹤0.01% 1068
2017
Q1 		$37K Buy
625
+1
+0.2% +$56 ﹤0.01% 995
2016
Q4 		$31K Buy
624
+2
+0.3% +$98 ﹤0.01% 1008
2016
Q3 		$29K Buy
622
+39
+7% +$1.91K ﹤0.01% 994
2016
Q2 		$27K Buy
583
+2
+0.3% +$88 ﹤0.01% 1016
2016
Q1 		$23K Buy
+581
New +$22.6K ﹤0.01% 1040

Other funds holding CIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Geneos Wealth Management sold out of Chimera Investment (CIM) in Q3 2025, closing a stake of 510 shares — an estimated $7.07K sold.

Geneos Wealth Management first reported a position in CIM in Q1 2016 and held it in 24 quarters. The position peaked at $54K in Q3 2017. 203 funds tracked by Wall St. Rank hold CIM as of Q3 2025.

  • Geneos Wealth Management reported no remaining Chimera Investment position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 510 Chimera Investment shares in Q3 2025, an estimated $7.07K.
  • Geneos Wealth Management first reported a position in Chimera Investment in Q1 2016 and held it in 24 quarters.
  • Geneos Wealth Management's Chimera Investment position peaked at $54K in Q3 2017.
  • 203 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2025.

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