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Geneos Wealth Management’s Encompass Health EHC Stock Holding History

Geneos Wealth Management’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-784
Closed -$96.1K – 2695
2025
Q2 		$96.1K Sell
784
-47
-6% -$5.37K ﹤0.01% 1275
2025
Q1 		$84.2K Buy
831
+511
+160% +$49.9K ﹤0.01% 1232
2024
Q4 		$29.6K Buy
320
+12
+4% +$1.18K ﹤0.01% 1546
2024
Q3 		$29.8K Buy
+308
New +$27.7K ﹤0.01% 1395
2023
Q1 		– Sell
-30
Closed -$1.79K – 2055
2022
Q4 		$1.79K Hold
30
– – ﹤0.01% 1898
2022
Q3 		$1K Sell
30
-288
-91% -$14.4K ﹤0.01% 1917
2022
Q2 		$11K Buy
318
+1
+0.3% +$51 ﹤0.01% 1898
2022
Q1 		$17K Hold
317
– – ﹤0.01% 1874
2021
Q4 		$16K Hold
317
– – ﹤0.01% 1989
2021
Q3 		$18K Hold
317
– – ﹤0.01% 1965
2021
Q2 		$20K Sell
317
-433
-58% -$28.9K ﹤0.01% 1916
2021
Q1 		$50K Buy
750
+1
+0.1% +$65 ﹤0.01% 1632
2020
Q4 		$20K Buy
749
+307
+69% +$18.1K ﹤0.01% 1902
2020
Q3 		$22K Sell
442
-76
-15% -$3.9K ﹤0.01% 1607
2020
Q2 		$24K Hold
518
– – ﹤0.01% 1539
2020
Q1 		$25K Hold
518
– – ﹤0.01% 1412
2019
Q4 		$28K Sell
518
-114
-18% -$6.19K ﹤0.01% 1534
2019
Q3 		$31K Buy
632
+9
+1% +$452 ﹤0.01% 1405
2019
Q2 		$31K Hold
623
– – ﹤0.01% 1418
2019
Q1 		$28K Hold
623
– – ﹤0.01% 1409
2018
Q4 		$30K Buy
623
+105
+20% +$5.97K ﹤0.01% 1330
2018
Q3 		$32K Hold
518
– – ﹤0.01% 1368
2018
Q2 		$27K Hold
518
– – ﹤0.01% 1325
2018
Q1 		$23K Buy
+518
New +$22.2K ﹤0.01% 1327

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 EHC Position: Q3 2025 in Review

Geneos Wealth Management sold out of Encompass Health (EHC) in Q3 2025, closing a stake of 784 shares — an estimated $96.1K sold.

Geneos Wealth Management first reported a position in EHC in Q1 2018 and held it in 24 quarters. The position peaked at $96.1K in Q2 2025. 604 funds tracked by Wall St. Rank hold EHC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Encompass Health position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 784 Encompass Health shares in Q3 2025, an estimated $96.1K.
  • Geneos Wealth Management first reported a position in Encompass Health in Q1 2018 and held it in 24 quarters.
  • Geneos Wealth Management's Encompass Health position peaked at $96.1K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held Encompass Health as of Q3 2025.

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