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Geneos Wealth Management’s Concentrix CNXC Stock Holding History

Geneos Wealth Management’s Portfolio CNXC Stock Details CNXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-655
Closed -$34.6K – 2629
2025
Q2 		$34.6K Sell
655
-782
-54% -$41.3K ﹤0.01% 1759
2025
Q1 		$80K Buy
1,437
+1,339
+1,366% +$64.1K ﹤0.01% 1686
2024
Q4 		$4.24K Buy
98
+11
+13% +$489 ﹤0.01% 2393
2024
Q3 		$4.46K Buy
+87
New +$5.83K ﹤0.01% 2104
2022
Q3 		– Sell
-6
Closed – – 2110
2022
Q2 		$0 Hold
6
– – ﹤0.01% 2616
2022
Q1 		$0 Hold
6
– – ﹤0.01% 2789
2021
Q4 		$1K Hold
6
– – ﹤0.01% 2650
2021
Q3 		$1K Buy
+6
New +$994 ﹤0.01% 2718

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AQR Capital Management
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IC
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return