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Geneos Wealth Management’s Commault Systems CVLT Stock Holding History

Geneos Wealth Management’s Portfolio CVLT Stock Details CVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-151
Closed -$26.3K – 2650
2025
Q2 		$26.3K Sell
151
-174
-54% -$29.7K ﹤0.01% 1903
2025
Q1 		$51.3K Buy
325
+304
+1,448% +$50K ﹤0.01% 1916
2024
Q4 		$3.17K Sell
21
-4
-16% -$644 ﹤0.01% 2473
2024
Q3 		$3.85K Buy
+25
New +$3.52K ﹤0.01% 2142
2021
Q4 		– Sell
-175
Closed -$13K – 2788
2021
Q3 		$13K Hold
175
– – ﹤0.01% 2105
2021
Q2 		$13K Hold
175
– – ﹤0.01% 2093
2021
Q1 		$12K Hold
175
– – ﹤0.01% 2289
2020
Q4 		$11K Buy
+175
New +$8.18K ﹤0.01% 2173

Other funds holding CVLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Geneos Wealth Management sold out of Commault Systems (CVLT) in Q3 2025, closing a stake of 151 shares — an estimated $26.3K sold.

Geneos Wealth Management first reported a position in CVLT in Q4 2020 and held it in 8 quarters. The position peaked at $51.3K in Q1 2025. 446 funds tracked by Wall St. Rank hold CVLT as of Q3 2025.

  • Geneos Wealth Management reported no remaining Commault Systems position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 151 Commault Systems shares in Q3 2025, an estimated $26.3K.
  • Geneos Wealth Management first reported a position in Commault Systems in Q4 2020 and held it in 8 quarters.
  • Geneos Wealth Management's Commault Systems position peaked at $51.3K in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Commault Systems as of Q3 2025.

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