Geneos Wealth Management’s EnerSys ENS Stock Holding History

Geneos Wealth Management’s Portfolio ENS Stock Details ENS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-22	Closed	-$2.03K	–	3083
2024 Q4	$2.03K	Sell	22 -3	-12%	-$292	﹤0.01%	2595
2024 Q3	$2.55K	Buy	+25	New	+$2.52K	﹤0.01%	2241
2024 Q2	–	Sell	-14	Closed	-$1.32K	–	2092
2024 Q1	$1.32K	Buy	+14	New	+$1.32K	﹤0.01%	1968
2021 Q2	–	Sell	-23	Closed	-$2K	–	2921
2021 Q1	$2K	Buy	+23	New	+$2.11K	﹤0.01%	2877
2019 Q3	–	Sell	-20	Closed	-$1K	–	2499
2019 Q2	$1K	Buy	+20	New	+$1.31K	﹤0.01%	2392
2018 Q1	–	Sell	-36	Closed	-$2K	–	2185
2017 Q4	$2K	Hold	36	–	–	﹤0.01%	2015
2017 Q3	$2K	Sell	36 -141	-80%	-$9.65K	﹤0.01%	1962
2017 Q2	$12K	Hold	177	–	–	﹤0.01%	1463
2017 Q1	$13K	Hold	177	–	–	﹤0.01%	1390
2016 Q4	$13K	Hold	177	–	–	﹤0.01%	1344
2016 Q3	$12K	Buy	177 +36	+26%	+$2.4K	﹤0.01%	1301
2016 Q2	$8K	Buy	+141	New	+$8.32K	﹤0.01%	1387

Other funds holding ENS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geneos Wealth Management's ENS Position: Q1 2025 in Review

Geneos Wealth Management sold out of EnerSys (ENS) in Q1 2025, closing a stake of 22 shares — an estimated $2.03K sold.

Geneos Wealth Management first reported a position in ENS in Q2 2016 and held it in 12 quarters. The position peaked at $13K in Q1 2017. 378 funds tracked by Wall St. Rank hold ENS as of Q1 2025.

Geneos Wealth Management reported no remaining EnerSys position as of Q1 2025 after selling out during the quarter.
Geneos Wealth Management sold 22 EnerSys shares in Q1 2025, an estimated $2.03K.
Geneos Wealth Management first reported a position in EnerSys in Q2 2016 and held it in 12 quarters.
Geneos Wealth Management's EnerSys position peaked at $13K in Q1 2017.
378 funds tracked by Wall St. Rank held EnerSys as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.