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Geneos Wealth Management’s Erie Indemnity ERIE Stock Holding History

Geneos Wealth Management’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$636 – 2491
2025
Q3 		$636 Sell
2
-524
-100% -$181K ﹤0.01% 2443
2025
Q2 		$182K Buy
526
+250
+91% +$92.7K ﹤0.01% 1030
2025
Q1 		$116K Buy
276
+250
+962% +$102K ﹤0.01% 1102
2024
Q4 		$10.7K Hold
26
– – ﹤0.01% 2027
2024
Q3 		$14K Buy
+26
New +$11.8K ﹤0.01% 1699

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geneos Wealth Management's ERIE Position: Q4 2025 in Review

Geneos Wealth Management sold out of Erie Indemnity (ERIE) in Q4 2025, closing a stake of 2 shares — an estimated $636 sold.

Geneos Wealth Management first reported a position in ERIE in Q3 2024 and held it in 5 quarters. The position peaked at $182K in Q2 2025. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

  • Geneos Wealth Management reported no remaining Erie Indemnity position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2 Erie Indemnity shares in Q4 2025, an estimated $636.
  • Geneos Wealth Management first reported a position in Erie Indemnity in Q3 2024 and held it in 5 quarters.
  • Geneos Wealth Management's Erie Indemnity position peaked at $182K in Q2 2025.
  • 423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.