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Geneos Wealth Management’s CRA International CRAI Stock Holding History

Geneos Wealth Management’s Portfolio CRAI Stock Details CRAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-45
Closed -$8.43K – 2641
2025
Q2 		$8.43K Sell
45
-105
-70% -$18.8K ﹤0.01% 2388
2025
Q1 		$26K Buy
150
+119
+384% +$22K ﹤0.01% 2224
2024
Q4 		$5.8K Hold
31
– – ﹤0.01% 2278
2024
Q3 		$5.43K Buy
+31
New +$5.17K ﹤0.01% 2053

Other funds holding CRAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of CRA International (CRAI) in Q3 2025, closing a stake of 45 shares — an estimated $8.43K sold.

Geneos Wealth Management first reported a position in CRAI in Q3 2024 and held it in 4 quarters. The position peaked at $26K in Q1 2025. 214 funds tracked by Wall St. Rank hold CRAI as of Q3 2025.

  • Geneos Wealth Management reported no remaining CRA International position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 45 CRA International shares in Q3 2025, an estimated $8.43K.
  • Geneos Wealth Management first reported a position in CRA International in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's CRA International position peaked at $26K in Q1 2025.
  • 214 funds tracked by Wall St. Rank held CRA International as of Q3 2025.

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