Geneos Wealth Management’s Everi Holdings EVRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-808
| Closed | -$11.5K | – | 2716 |
|
|
2025
Q2 | $11.5K | Sell |
808
-87
| -10% | -$1.22K | ﹤0.01% | 2267 |
|
|
2025
Q1 | $36.7K | Sell |
895
-84
| -9% | -$1.15K | ﹤0.01% | 2067 |
|
|
2024
Q4 | $13.2K | Sell |
979
-3
| -0.3% | -$40 | ﹤0.01% | 1925 |
|
|
2024
Q3 | $12.9K | Buy |
+982
| New | +$11.6K | ﹤0.01% | 1730 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$16K | – | 2192 |
|
|
2022
Q2 | $16K | Sell |
1,000
-1,000
| -50% | -$17.6K | ﹤0.01% | 1775 |
|
|
2022
Q1 | $42K | Hold |
2,000
| – | – | ﹤0.01% | 1460 |
|
|
2021
Q4 | $42K | Hold |
2,000
| – | – | ﹤0.01% | 1549 |
|
|
2021
Q3 | $51K | Sell |
2,000
-681
| -25% | -$15.6K | ﹤0.01% | 1485 |
|
|
2021
Q2 | $67K | Hold |
2,681
| – | – | ﹤0.01% | 1341 |
|
|
2021
Q1 | $47K | Hold |
2,681
| – | – | ﹤0.01% | 1665 |
|
|
2020
Q4 | $38K | Sell |
2,681
-3
| -0.1% | -$33 | ﹤0.01% | 1584 |
|
|
2020
Q3 | $22K | Buy |
2,684
+3
| +0.1% | +$21 | ﹤0.01% | 1609 |
|
|
2020
Q2 | $13K | Buy |
2,681
+2,000
| +294% | +$10.2K | ﹤0.01% | 1800 |
|
|
2020
Q1 | $2K | Hold |
681
| – | – | ﹤0.01% | 2247 |
|
|
2019
Q4 | $9K | Hold |
681
| – | – | ﹤0.01% | 2004 |
|
|
2019
Q3 | $5K | Hold |
681
| – | – | ﹤0.01% | 2091 |
|
|
2019
Q2 | $8K | Hold |
681
| – | – | ﹤0.01% | 1970 |
|
|
2019
Q1 | $7K | Hold |
681
| – | – | ﹤0.01% | 1942 |
|
|
2018
Q4 | $3K | Hold |
681
| – | – | ﹤0.01% | 2103 |
|
|
2018
Q3 | $6K | Hold |
681
| – | – | ﹤0.01% | 2007 |
|
|
2018
Q2 | $4K | Hold |
681
| – | – | ﹤0.01% | 1965 |
|
|
2018
Q1 | $4K | Hold |
681
| – | – | ﹤0.01% | 1894 |
|
|
2017
Q4 | $5K | Hold |
681
| – | – | ﹤0.01% | 1808 |
|
|
2017
Q3 | $5K | Hold |
681
| – | – | ﹤0.01% | 1748 |
|
|
2017
Q2 | $4K | Hold |
681
| – | – | ﹤0.01% | 1781 |
|
|
2017
Q1 | $3K | Hold |
681
| – | – | ﹤0.01% | 1804 |
|
|
2016
Q4 | $1K | Hold |
681
| – | – | ﹤0.01% | 1948 |
|
|
2016
Q3 | $1K | Hold |
681
| – | – | ﹤0.01% | 1870 |
|
|
2016
Q2 | $1K | Hold |
681
| – | – | ﹤0.01% | 1734 |
|
|
2016
Q1 | $1K | Buy |
+681
| New | +$2.04K | ﹤0.01% | 1716 |
|
Other funds holding EVRI
Geneos Wealth Management's EVRI Position: Q3 2025 in Review
Geneos Wealth Management sold out of Everi Holdings (EVRI) in Q3 2025, closing a stake of 808 shares — an estimated $11.5K sold.
Geneos Wealth Management first reported a position in EVRI in Q1 2016 and held it in 30 quarters. The position peaked at $67K in Q2 2021. 2 funds tracked by Wall St. Rank hold EVRI as of Q3 2025.
- Geneos Wealth Management reported no remaining Everi Holdings position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 808 Everi Holdings shares in Q3 2025, an estimated $11.5K.
- Geneos Wealth Management first reported a position in Everi Holdings in Q1 2016 and held it in 30 quarters.
- Geneos Wealth Management's Everi Holdings position peaked at $67K in Q2 2021.
- 2 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.