GWM
CWAN

Geneos Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Geneos Wealth Management’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-215
Closed -$4.71K – 2653
2025
Q2 		$4.71K Sell
215
-27
-11% -$621 ﹤0.01% 2599
2025
Q1 		$19.5K Hold
242
– – ﹤0.01% 2320
2024
Q4 		$6.66K Buy
242
+33
+16% +$936 ﹤0.01% 2215
2024
Q3 		$5.28K Buy
+209
New +$4.7K ﹤0.01% 2062

Other funds holding CWAN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 215 shares — an estimated $4.71K sold.

Geneos Wealth Management first reported a position in CWAN in Q3 2024 and held it in 4 quarters. The position peaked at $19.5K in Q1 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 215 Clearwater Analytics shares in Q3 2025, an estimated $4.71K.
  • Geneos Wealth Management first reported a position in Clearwater Analytics in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Clearwater Analytics position peaked at $19.5K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

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