Geneos Wealth Management’s Edgewell Personal Care EPC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-60	Closed	-$1.41K	–	2705
2025 Q2	$1.41K	Sell	60 -356	-86%	-$9.87K	﹤0.01%	2898
2025 Q1	$13K	Buy	416 +378	+995%	+$11.9K	﹤0.01%	2485
2024 Q4	$1.28K	Sell	38 -11	-22%	-$388	﹤0.01%	2720
2024 Q3	$1.78K	Buy	+49	New	+$1.89K	﹤0.01%	2327
2022 Q3	–	Sell	-130	Closed	-$4K	–	2181
2022 Q2	$4K	Hold	130	–	–	﹤0.01%	2250
2022 Q1	$4K	Hold	130	–	–	﹤0.01%	2394
2021 Q4	$5K	Hold	130	–	–	﹤0.01%	2395
2021 Q3	$4K	Hold	130	–	–	﹤0.01%	2500
2021 Q2	$5K	Buy	130 +100	+333%	+$4.24K	﹤0.01%	2439
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	3004
2020 Q4	$1K	Buy	+30	New	+$974	﹤0.01%	2783

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Geneos Wealth Management sold out of Edgewell Personal Care (EPC) in Q3 2025, closing a stake of 60 shares — an estimated $1.41K sold.

Geneos Wealth Management first reported a position in EPC in Q4 2020 and held it in 11 quarters. The position peaked at $13K in Q1 2025. 222 funds tracked by Wall St. Rank hold EPC as of Q3 2025.

Geneos Wealth Management reported no remaining Edgewell Personal Care position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 60 Edgewell Personal Care shares in Q3 2025, an estimated $1.41K.
Geneos Wealth Management first reported a position in Edgewell Personal Care in Q4 2020 and held it in 11 quarters.
Geneos Wealth Management's Edgewell Personal Care position peaked at $13K in Q1 2025.
222 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2025.

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