GWM
CSGS

Geneos Wealth Management’s CSG Systems International CSGS Stock Holding History

Geneos Wealth Management’s Portfolio CSGS Stock Details CSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-611
Closed -$48.8K – 2489
2026
Q1 		$48.8K Hold
611
– – ﹤0.01% 1443
2025
Q4 		$46.9K Hold
611
– – ﹤0.01% 1417
2025
Q3 		$39.3K Sell
611
-31
-5% -$1.98K ﹤0.01% 1468
2025
Q2 		$41.9K Hold
642
– – ﹤0.01% 1670
2025
Q1 		$38.8K Buy
642
+6
+0.9% +$357 ﹤0.01% 1623
2024
Q4 		$32.5K Hold
636
– – ﹤0.01% 1505
2024
Q3 		$30.9K Buy
636
+25
+4% +$1.14K ﹤0.01% 1380
2024
Q2 		$25.2K Hold
611
– – ﹤0.01% 1274
2024
Q1 		$31.5K Sell
611
-20
-3% -$1.04K ﹤0.01% 1228
2023
Q4 		$33.6K Hold
631
– – ﹤0.01% 1193
2023
Q3 		$32.3K Hold
631
– – ﹤0.01% 1205
2023
Q2 		$33.3K Hold
631
– – ﹤0.01% 1207
2023
Q1 		$33.9K Buy
631
+611
+3,055% +$34.8K ﹤0.01% 1186
2022
Q4 		$1.14K Hold
20
– – ﹤0.01% 1947
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1913
2022
Q2 		$1K Hold
20
– – ﹤0.01% 2471
2022
Q1 		$1K Hold
20
– – ﹤0.01% 2625
2021
Q4 		$1K Buy
+20
New +$1.06K ﹤0.01% 2654
2021
Q2 		– Sell
-1,030
Closed -$47K – 2897
2021
Q1 		$47K Buy
+1,030
New +$47.5K ﹤0.01% 1662

Other funds holding CSGS

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management's CSGS Position: Q2 2026 in Review

Geneos Wealth Management sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 611 shares — an estimated $48.8K sold.

Geneos Wealth Management first reported a position in CSGS in Q1 2021 and held it in 19 quarters. The position peaked at $48.8K in Q1 2026. 4 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

  • Geneos Wealth Management reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 611 CSG Systems International shares in Q2 2026, an estimated $48.8K.
  • Geneos Wealth Management first reported a position in CSG Systems International in Q1 2021 and held it in 19 quarters.
  • Geneos Wealth Management's CSG Systems International position peaked at $48.8K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.