GWM
EEFT icon

Geneos Wealth Management’s Euronet Worldwide EEFT Stock Holding History

Geneos Wealth Management’s Portfolio EEFT Stock Details EEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-319
Closed -$32.3K – 2692
2025
Q2 		$32.3K Sell
319
-15
-4% -$1.55K ﹤0.01% 1795
2025
Q1 		$95.7K Buy
334
+109
+48% +$11.1K ﹤0.01% 1599
2024
Q4 		$23.1K Sell
225
-3
-1% -$305 ﹤0.01% 1663
2024
Q3 		$22.6K Buy
+228
New +$23.1K ﹤0.01% 1521
2021
Q1 		– Sell
-62
Closed -$8K – 3133
2020
Q4 		$8K Sell
62
-317
-84% -$36.9K ﹤0.01% 2298
2020
Q3 		$33K Buy
379
+105
+38% +$10.2K ﹤0.01% 1425
2020
Q2 		$24K Sell
274
-209
-43% -$19.3K ﹤0.01% 1538
2020
Q1 		$43K Buy
483
+100
+26% +$13.2K ﹤0.01% 1178
2019
Q4 		$60K Hold
383
– – ﹤0.01% 1162
2019
Q3 		$55K Hold
383
– – ﹤0.01% 1133
2019
Q2 		$64K Sell
383
-47
-11% -$7.18K ﹤0.01% 1080
2019
Q1 		$61K Hold
430
– – ﹤0.01% 1049
2018
Q4 		$43K Sell
430
-42
-9% -$4.65K ﹤0.01% 1168
2018
Q3 		$47K Buy
+472
New +$44.5K ﹤0.01% 1192
2018
Q1 		– Sell
-107
Closed -$9K – 2181
2017
Q4 		$9K Hold
107
– – ﹤0.01% 1665
2017
Q3 		$10K Hold
107
– – ﹤0.01% 1565
2017
Q2 		$9K Hold
107
– – ﹤0.01% 1568
2017
Q1 		$9K Sell
107
-9
-8% -$707 ﹤0.01% 1512
2016
Q4 		$8K Hold
116
– – ﹤0.01% 1495
2016
Q3 		$9K Buy
+116
New +$8.89K ﹤0.01% 1389

Other funds holding EEFT

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Geneos Wealth Management sold out of Euronet Worldwide (EEFT) in Q3 2025, closing a stake of 319 shares — an estimated $32.3K sold.

Geneos Wealth Management first reported a position in EEFT in Q3 2016 and held it in 20 quarters. The position peaked at $95.7K in Q1 2025. 376 funds tracked by Wall St. Rank hold EEFT as of Q3 2025.

  • Geneos Wealth Management reported no remaining Euronet Worldwide position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 319 Euronet Worldwide shares in Q3 2025, an estimated $32.3K.
  • Geneos Wealth Management first reported a position in Euronet Worldwide in Q3 2016 and held it in 20 quarters.
  • Geneos Wealth Management's Euronet Worldwide position peaked at $95.7K in Q1 2025.
  • 376 funds tracked by Wall St. Rank held Euronet Worldwide as of Q3 2025.

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