GWM
CIVI

Geneos Wealth Management’s Civitas Resources CIVI Stock Holding History

Geneos Wealth Management’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-510
Closed -$14K – 2620
2025
Q2 		$14K Buy
510
+166
+48% +$4.81K ﹤0.01% 2183
2025
Q1 		$32.1K Buy
344
+280
+438% +$12.4K ﹤0.01% 2123
2024
Q4 		$2.94K Sell
64
-48
-43% -$2.39K ﹤0.01% 2490
2024
Q3 		$5.67K Buy
+112
New +$6.94K ﹤0.01% 2036
2023
Q2 		– Sell
-300
Closed -$20.5K – 2074
2023
Q1 		$20.5K Buy
+300
New +$19.5K ﹤0.01% 1340
2022
Q3 		– Sell
-1,688
Closed -$89K – 2100
2022
Q2 		$89K Buy
1,688
+17
+1% +$1.11K ﹤0.01% 1046
2022
Q1 		$99K Buy
+1,671
New +$90.9K ﹤0.01% 1098

Other funds holding CIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Geneos Wealth Management sold out of Civitas Resources (CIVI) in Q3 2025, closing a stake of 510 shares — an estimated $14K sold.

Geneos Wealth Management first reported a position in CIVI in Q1 2022 and held it in 7 quarters. The position peaked at $99K in Q1 2022. 374 funds tracked by Wall St. Rank hold CIVI as of Q3 2025.

  • Geneos Wealth Management reported no remaining Civitas Resources position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 510 Civitas Resources shares in Q3 2025, an estimated $14K.
  • Geneos Wealth Management first reported a position in Civitas Resources in Q1 2022 and held it in 7 quarters.
  • Geneos Wealth Management's Civitas Resources position peaked at $99K in Q1 2022.
  • 374 funds tracked by Wall St. Rank held Civitas Resources as of Q3 2025.

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