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Geneos Wealth Management’s ESCO Technologies ESE Stock Holding History

Geneos Wealth Management’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– – – 3066
2021
Q2 		– Sell
-21
Closed -$2K – 2925
2021
Q1 		$2K Buy
+21
New +$2.22K ﹤0.01% 2879

Other funds holding ESE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's ESE Position: Q1 2025 in Review

Geneos Wealth Management held its ESCO Technologies (ESE) position steady in Q1 2025 at 0 shares worth $636. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

Geneos Wealth Management first reported a position in ESE in Q1 2021 and has held it in 1 quarter since. The position peaked at $2K in Q1 2021. 335 funds tracked by Wall St. Rank hold ESE as of Q1 2025.

  • Geneos Wealth Management held 0 shares of ESCO Technologies worth $636 as of Q1 2025.
  • Geneos Wealth Management left its ESCO Technologies share count unchanged in Q1 2025.
  • ESCO Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2025, its #3066 holding.
  • Geneos Wealth Management first reported a position in ESCO Technologies in Q1 2021 and has held it in 1 quarter since.
  • Geneos Wealth Management's ESCO Technologies position peaked at $2K in Q1 2021.
  • 335 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.