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	$8.61K	Buy	51 +47	+1,175%	+$10.4K	﹤0.01%	2321
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Geneos Wealth Management sold out of EPAM Systems (EPAM) in Q3 2025, closing a stake of 86 shares — an estimated $15.2K sold.

Geneos Wealth Management first reported a position in EPAM in Q3 2016 and held it in 18 quarters. The position peaked at $15.2K in Q2 2025. 555 funds tracked by Wall St. Rank hold EPAM as of Q3 2025.

Geneos Wealth Management reported no remaining EPAM Systems position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 86 EPAM Systems shares in Q3 2025, an estimated $15.2K.
Geneos Wealth Management first reported a position in EPAM Systems in Q3 2016 and held it in 18 quarters.
Geneos Wealth Management's EPAM Systems position peaked at $15.2K in Q2 2025.
555 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2025.

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