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Geneos Wealth Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Geneos Wealth Management’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-46
Closed -$2.54K – 2693
2025
Q2 		$2.54K Hold
46
– – ﹤0.01% 2759
2025
Q1 		$2.47K Buy
+46
New +$2.65K ﹤0.01% 2707
2024
Q2 		– Sell
-22
Closed -$892 – 2091
2024
Q1 		$892 Buy
+22
New +$901 ﹤0.01% 2048

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of Enterprise Financial Services Corp (EFSC) in Q3 2025, closing a stake of 46 shares — an estimated $2.54K sold.

Geneos Wealth Management first reported a position in EFSC in Q1 2024 and held it in 3 quarters. The position peaked at $2.54K in Q2 2025. 245 funds tracked by Wall St. Rank hold EFSC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Enterprise Financial Services Corp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 46 Enterprise Financial Services Corp shares in Q3 2025, an estimated $2.54K.
  • Geneos Wealth Management first reported a position in Enterprise Financial Services Corp in Q1 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Enterprise Financial Services Corp position peaked at $2.54K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2025.

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