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Geneos Wealth Management’s Employers Holdings EIG Stock Holding History

Geneos Wealth Management’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-48
Closed -$2.27K – 2697
2025
Q2 		$2.27K Buy
48
+2
+4% +$96 ﹤0.01% 2781
2025
Q1 		$2.33K Buy
+46
New +$2.28K ﹤0.01% 2950

Other funds holding EIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Geneos Wealth Management sold out of Employers Holdings (EIG) in Q3 2025, closing a stake of 48 shares — an estimated $2.27K sold.

Geneos Wealth Management first reported a position in EIG in Q1 2025 and held it in 2 quarters. The position peaked at $2.33K in Q1 2025. 197 funds tracked by Wall St. Rank hold EIG as of Q3 2025.

  • Geneos Wealth Management reported no remaining Employers Holdings position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 48 Employers Holdings shares in Q3 2025, an estimated $2.27K.
  • Geneos Wealth Management first reported a position in Employers Holdings in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Employers Holdings position peaked at $2.33K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held Employers Holdings as of Q3 2025.

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