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Geneos Wealth Management’s Esquire Financial Holdings ESQ Stock Holding History

Geneos Wealth Management’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-31
Closed -$2.93K – 2712
2025
Q2 		$2.93K Buy
+31
New +$2.68K ﹤0.01% 2729

Other funds holding ESQ

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AM
Ampfield Management New York $80.8M AUM 28.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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 ESQ Position: Q3 2025 in Review

Geneos Wealth Management sold out of Esquire Financial Holdings (ESQ) in Q3 2025, closing a stake of 31 shares — an estimated $2.93K sold.

Geneos Wealth Management first reported a position in ESQ in Q2 2025 and held it in 1 quarter. The position peaked at $2.93K in Q2 2025. 160 funds tracked by Wall St. Rank hold ESQ as of Q3 2025.

  • Geneos Wealth Management reported no remaining Esquire Financial Holdings position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 31 Esquire Financial Holdings shares in Q3 2025, an estimated $2.93K.
  • Geneos Wealth Management first reported a position in Esquire Financial Holdings in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Esquire Financial Holdings position peaked at $2.93K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q3 2025.

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