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Geneos Wealth Management’s Corebridge Financial CRBG Stock Holding History

Geneos Wealth Management’s Portfolio CRBG Stock Details CRBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-428
Closed -$15.2K – 2642
2025
Q2 		$15.2K Buy
428
+39
+10% +$1.21K ﹤0.01% 2157
2025
Q1 		$12.3K Buy
389
+370
+1,947% +$12K ﹤0.01% 2171
2024
Q4 		$569 Buy
+19
New +$586 ﹤0.01% 2868

Other funds holding CRBG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geneos Wealth Management sold out of Corebridge Financial (CRBG) in Q3 2025, closing a stake of 428 shares — an estimated $15.2K sold.

Geneos Wealth Management first reported a position in CRBG in Q4 2024 and held it in 3 quarters. The position peaked at $15.2K in Q2 2025. 456 funds tracked by Wall St. Rank hold CRBG as of Q3 2025.

  • Geneos Wealth Management reported no remaining Corebridge Financial position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 428 Corebridge Financial shares in Q3 2025, an estimated $15.2K.
  • Geneos Wealth Management first reported a position in Corebridge Financial in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Corebridge Financial position peaked at $15.2K in Q2 2025.
  • 456 funds tracked by Wall St. Rank held Corebridge Financial as of Q3 2025.

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