GWM
CNXC icon

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 Buy
655
+35
+6% +$1.85K ﹤0.01% 1759
2025
Q1 		$34.5K Buy
620
+522
+533% +$25K ﹤0.01% 1678
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

Other funds holding CNXC

GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geneos Wealth Management sold out of Concentrix (CNXC) in Q3 2025, closing a stake of 655 shares — an estimated $34.6K sold.

Geneos Wealth Management first reported a position in CNXC in Q3 2021 and held it in 8 quarters. The position peaked at $34.6K in Q2 2025. 347 funds tracked by Wall St. Rank hold CNXC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Concentrix position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 655 Concentrix shares in Q3 2025, an estimated $34.6K.
  • Geneos Wealth Management first reported a position in Concentrix in Q3 2021 and held it in 8 quarters.
  • Geneos Wealth Management's Concentrix position peaked at $34.6K in Q2 2025.
  • 347 funds tracked by Wall St. Rank held Concentrix as of Q3 2025.

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