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Geneos Wealth Management’s Amdocs DOX Stock Holding History

Geneos Wealth Management’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7
Closed -$564 – 2497
2025
Q4 		$564 Hold
7
– – ﹤0.01% 2453
2025
Q3 		$574 Sell
7
-625
-99% -$54.2K ﹤0.01% 2456
2025
Q2 		$57.6K Sell
632
-68
-10% -$6.08K ﹤0.01% 1492
2025
Q1 		$64.1K Buy
700
+477
+214% +$41.6K ﹤0.01% 1352
2024
Q4 		$19K Sell
223
-155
-41% -$13.6K ﹤0.01% 1751
2024
Q3 		$33.1K Buy
378
+298
+373% +$25.1K ﹤0.01% 1352
2024
Q2 		$6.32K Sell
80
-4
-5% -$329 ﹤0.01% 1666
2024
Q1 		$7.6K Hold
84
– – ﹤0.01% 1609
2023
Q4 		$7.39K Buy
84
+7
+9% +$583 ﹤0.01% 1627
2023
Q3 		$6.51K Buy
+77
New +$6.96K ﹤0.01% 1669
2022
Q4 		– Sell
-55
Closed -$4K – 2036
2022
Q3 		$4K Hold
55
– – ﹤0.01% 1728
2022
Q2 		$4K Sell
55
-13
-19% -$1.07K ﹤0.01% 2248
2022
Q1 		$5K Buy
68
+13
+24% +$1.02K ﹤0.01% 2323
2021
Q4 		$4K Hold
55
– – ﹤0.01% 2450
2021
Q3 		$4K Hold
55
– – ﹤0.01% 2498
2021
Q2 		$4K Sell
55
-8
-13% -$618 ﹤0.01% 2501
2021
Q1 		$4K Buy
+63
New +$4.76K ﹤0.01% 2709
2019
Q4 		– Sell
-45
Closed -$2K – 2548
2019
Q3 		$2K Buy
+45
New +$2.89K ﹤0.01% 2293
2019
Q1 		– Sell
-43
Closed -$2K – 2419
2018
Q4 		$2K Buy
+43
New +$2.69K ﹤0.01% 2187

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geneos Wealth Management's DOX Position: Q1 2026 in Review

Geneos Wealth Management sold out of Amdocs (DOX) in Q1 2026, closing a stake of 7 shares — an estimated $564 sold.

Geneos Wealth Management first reported a position in DOX in Q4 2018 and held it in 19 quarters. The position peaked at $64.1K in Q1 2025. 475 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Geneos Wealth Management reported no remaining Amdocs position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 7 Amdocs shares in Q1 2026, an estimated $564.
  • Geneos Wealth Management first reported a position in Amdocs in Q4 2018 and held it in 19 quarters.
  • Geneos Wealth Management's Amdocs position peaked at $64.1K in Q1 2025.
  • 475 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.