Geneos Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Geneos Wealth Management’s Portfolio DFIN Stock Details DFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-249	Closed	-$15.4K	–	2666
2025 Q2	$15.4K	Sell	249 -390	-61%	-$20.1K	﹤0.01%	2151
2025 Q1	$27.9K	Buy	639 +482	+307%	+$26.7K	﹤0.01%	2186
2024 Q4	$9.85K	Hold	157	–	–	﹤0.01%	2059
2024 Q3	$10.3K	Buy	+157	New	+$10.2K	﹤0.01%	1830
2022 Q3	–	Sell	-179	Closed	-$5K	–	2146
2022 Q2	$5K	Hold	179	–	–	﹤0.01%	2168
2022 Q1	$5K	Hold	179	–	–	﹤0.01%	2320
2021 Q4	$8K	Hold	179	–	–	﹤0.01%	2259
2021 Q3	$6K	Hold	179	–	–	﹤0.01%	2380
2021 Q2	$5K	Hold	179	–	–	﹤0.01%	2435
2021 Q1	$5K	Hold	179	–	–	﹤0.01%	2641
2020 Q4	$4K	Hold	179	–	–	﹤0.01%	2529
2020 Q3	$2K	Hold	179	–	–	﹤0.01%	2397
2020 Q2	$1K	Buy	+179	New	+$1.29K	﹤0.01%	2443
2020 Q1	–	Sell	-167	Closed	-$1K	–	2508
2019 Q4	$1K	Hold	167	–	–	﹤0.01%	2451
2019 Q3	$2K	Hold	167	–	–	﹤0.01%	2290
2019 Q2	$2K	Hold	167	–	–	﹤0.01%	2301
2019 Q1	$2K	Buy	+167	New	+$2.51K	﹤0.01%	2226
2017 Q2	–	Sell	-62	Closed	-$1K	–	2089
2017 Q1	$1K	Sell	62 -2	-3%	-$45	﹤0.01%	1970
2016 Q4	$1K	Buy	+64	New	+$1.35K	﹤0.01%	1939

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Geneos Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q3 2025, closing a stake of 249 shares — an estimated $15.4K sold.

Geneos Wealth Management first reported a position in DFIN in Q4 2016 and held it in 19 quarters. The position peaked at $27.9K in Q1 2025. 245 funds tracked by Wall St. Rank hold DFIN as of Q3 2025.

Geneos Wealth Management reported no remaining Donnelley Financial Solutions position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 249 Donnelley Financial Solutions shares in Q3 2025, an estimated $15.4K.
Geneos Wealth Management first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 19 quarters.
Geneos Wealth Management's Donnelley Financial Solutions position peaked at $27.9K in Q1 2025.
245 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2025.

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