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Geneos Wealth Management’s Crane NXT CXT Stock Holding History

Geneos Wealth Management’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-84
Closed -$4.53K – 2657
2025
Q2 		$4.53K Buy
84
+1
+1% +$51 ﹤0.01% 2606
2025
Q1 		$11.6K Buy
83
+24
+41% +$1.41K ﹤0.01% 2520
2024
Q4 		$3.44K Buy
+59
New +$3.39K ﹤0.01% 2455
2022
Q2 		– Sell
-141
Closed -$5K – 2625
2022
Q1 		$5K Hold
141
– – ﹤0.01% 2318
2021
Q4 		$4K Hold
141
– – ﹤0.01% 2446
2021
Q3 		$4K Hold
141
– – ﹤0.01% 2496
2021
Q2 		$4K Hold
141
– – ﹤0.01% 2499
2021
Q1 		$4K Buy
+141
New +$4.18K ﹤0.01% 2706

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Geneos Wealth Management sold out of Crane NXT (CXT) in Q3 2025, closing a stake of 84 shares — an estimated $4.53K sold.

Geneos Wealth Management first reported a position in CXT in Q1 2021 and held it in 8 quarters. The position peaked at $11.6K in Q1 2025. 357 funds tracked by Wall St. Rank hold CXT as of Q3 2025.

  • Geneos Wealth Management reported no remaining Crane NXT position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 84 Crane NXT shares in Q3 2025, an estimated $4.53K.
  • Geneos Wealth Management first reported a position in Crane NXT in Q1 2021 and held it in 8 quarters.
  • Geneos Wealth Management's Crane NXT position peaked at $11.6K in Q1 2025.
  • 357 funds tracked by Wall St. Rank held Crane NXT as of Q3 2025.

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