GWM
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Geneos Wealth Management’s Casella Waste Systems CWST Stock Holding History

Geneos Wealth Management’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-286
Closed -$33K – 2656
2025
Q2 		$33K Buy
286
+41
+17% +$4.74K ﹤0.01% 1781
2025
Q1 		$61.4K Buy
245
+184
+302% +$20.1K ﹤0.01% 1808
2024
Q4 		$6.45K Buy
61
+27
+79% +$2.85K ﹤0.01% 2228
2024
Q3 		$3.38K Buy
+34
New +$3.52K ﹤0.01% 2177
2024
Q2 		– Sell
-28
Closed -$2.77K – 2084
2024
Q1 		$2.77K Buy
+28
New +$2.51K ﹤0.01% 1833
2021
Q2 		– Sell
-76
Closed -$5K – 2903
2021
Q1 		$5K Buy
+76
New +$4.6K ﹤0.01% 2640

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return