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Geneos Wealth Management’s Equitable Holdings EQH Stock Holding History

Geneos Wealth Management’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-830
Closed -$46.6K – 2706
2025
Q2 		$46.6K Sell
830
-52
-6% -$2.67K ﹤0.01% 1607
2025
Q1 		$114K Buy
882
+424
+93% +$22.2K ﹤0.01% 1504
2024
Q4 		$21.6K Sell
458
-36
-7% -$1.66K ﹤0.01% 1694
2024
Q3 		$20.8K Buy
+494
New +$20.3K ﹤0.01% 1549
2022
Q3 		– Sell
-35
Closed – – 2184
2022
Q2 		$0 Hold
35
– – ﹤0.01% 2646
2022
Q1 		$1K Hold
35
– – ﹤0.01% 2635
2021
Q4 		$1K Buy
+35
New +$1.15K ﹤0.01% 2659

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geneos Wealth Management sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 830 shares — an estimated $46.6K sold.

Geneos Wealth Management first reported a position in EQH in Q4 2021 and held it in 7 quarters. The position peaked at $114K in Q1 2025. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Geneos Wealth Management reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 830 Equitable Holdings shares in Q3 2025, an estimated $46.6K.
  • Geneos Wealth Management first reported a position in Equitable Holdings in Q4 2021 and held it in 7 quarters.
  • Geneos Wealth Management's Equitable Holdings position peaked at $114K in Q1 2025.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

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