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	–	3104
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 $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Janus Henderson Group

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return