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Geneos Wealth Management’s Crane Co CR Stock Holding History

Geneos Wealth Management’s Portfolio CR Stock Details CR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-112
Closed -$21.3K – 2640
2025
Q2 		$21.3K Hold
112
– – ﹤0.01% 1999
2025
Q1 		$17.2K Buy
112
+23
+26% +$3.69K ﹤0.01% 2023
2024
Q4 		$13.5K Buy
+89
New +$14.7K ﹤0.01% 1918

Other funds holding CR

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geneos Wealth Management sold out of Crane Co (CR) in Q3 2025, closing a stake of 112 shares — an estimated $21.3K sold.

Geneos Wealth Management first reported a position in CR in Q4 2024 and held it in 3 quarters. The position peaked at $21.3K in Q2 2025. 524 funds tracked by Wall St. Rank hold CR as of Q3 2025.

  • Geneos Wealth Management reported no remaining Crane Co position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 112 Crane Co shares in Q3 2025, an estimated $21.3K.
  • Geneos Wealth Management first reported a position in Crane Co in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Crane Co position peaked at $21.3K in Q2 2025.
  • 524 funds tracked by Wall St. Rank held Crane Co as of Q3 2025.

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