Geneos Wealth Management’s EPAM Systems EPAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-86	Closed	-$15.2K	–	2704
2025 Q2	$15.2K	Buy	86 +35	+69%	+$5.85K	﹤0.01%	2156
2025 Q1	$17.6K	Buy	51 +47	+1,175%	+$10.4K	﹤0.01%	2381
2024 Q4	$935	Hold	4	–	–	﹤0.01%	2783
2024 Q3	$796	Buy	+4	New	+$802	﹤0.01%	2487
2020 Q1	–	Sell	-40	Closed	-$8K	–	2514
2019 Q4	$8K	Hold	40	–	–	﹤0.01%	2042
2019 Q3	$7K	Hold	40	–	–	﹤0.01%	1997
2019 Q2	$6K	Hold	40	–	–	﹤0.01%	2064
2019 Q1	$6K	Hold	40	–	–	﹤0.01%	1983
2018 Q4	$4K	Hold	40	–	–	﹤0.01%	2035
2018 Q3	$5K	Hold	40	–	–	﹤0.01%	2047
2018 Q2	$4K	Hold	40	–	–	﹤0.01%	1963
2018 Q1	$4K	Hold	40	–	–	﹤0.01%	1892
2017 Q4	$4K	Hold	40	–	–	﹤0.01%	1868
2017 Q3	$3K	Hold	40	–	–	﹤0.01%	1883
2017 Q2	$3K	Sell	40 -14	-26%	-$1.13K	﹤0.01%	1841
2017 Q1	$4K	Hold	54	–	–	﹤0.01%	1730
2016 Q4	$3K	Hold	54	–	–	﹤0.01%	1756
2016 Q3	$3K	Buy	+54	New	+$3.67K	﹤0.01%	1686

Other funds holding EPAM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return