Geneos Wealth Management’s CNA Financial CNA Stock Holding History

Geneos Wealth Management’s Portfolio CNA Stock Details CNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-27	Closed	-$1.24K	–	2481
2025 Q3	$1.24K	Buy	+27	New	+$1.25K	﹤0.01%	2386
2024 Q4	–	Sell	-159	Closed	-$7.78K	–	2894
2024 Q3	$7.78K	Buy	159 +4	+3%	+$196	﹤0.01%	1925
2024 Q2	$7.14K	Hold	155	–	–	﹤0.01%	1632
2024 Q1	$7.04K	Hold	155	–	–	﹤0.01%	1633
2023 Q4	$6.56K	Hold	155	–	–	﹤0.01%	1658
2023 Q3	$6.1K	Hold	155	–	–	﹤0.01%	1690
2023 Q2	$5.99K	Hold	155	–	–	﹤0.01%	1698
2023 Q1	$6.05K	Hold	155	–	–	﹤0.01%	1685
2022 Q4	$6.55K	Hold	155	–	–	﹤0.01%	1642
2022 Q3	$5K	Sell	155 -400	-72%	-$16.3K	﹤0.01%	1681
2022 Q2	$25K	Hold	555	–	–	﹤0.01%	1581
2022 Q1	$26K	Buy	555 +400	+258%	+$18.6K	﹤0.01%	1667
2021 Q4	$6K	Hold	155	–	–	﹤0.01%	2338
2021 Q3	$6K	Hold	155	–	–	﹤0.01%	2377
2021 Q2	$7K	Buy	+155	New	+$7.27K	﹤0.01%	2322

Other funds holding CNA

Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geneos Wealth Management's CNA Position: Q4 2025 in Review

Geneos Wealth Management sold out of CNA Financial (CNA) in Q4 2025, closing a stake of 27 shares — an estimated $1.24K sold.

Geneos Wealth Management first reported a position in CNA in Q2 2021 and held it in 15 quarters. The position peaked at $26K in Q1 2022. 292 funds tracked by Wall St. Rank hold CNA as of Q4 2025.

Geneos Wealth Management reported no remaining CNA Financial position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 27 CNA Financial shares in Q4 2025, an estimated $1.24K.
Geneos Wealth Management first reported a position in CNA Financial in Q2 2021 and held it in 15 quarters.
Geneos Wealth Management's CNA Financial position peaked at $26K in Q1 2022.
292 funds tracked by Wall St. Rank held CNA Financial as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.