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Geneos Wealth Management’s EXL Service EXLS Stock Holding History

Geneos Wealth Management’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-536
Closed -$23.5K – 2722
2025
Q2 		$23.5K Sell
536
-38
-7% -$1.74K ﹤0.01% 1958
2025
Q1 		$27.1K Buy
574
+123
+27% +$5.92K ﹤0.01% 1794
2024
Q4 		$20K Buy
451
+121
+37% +$5.23K ﹤0.01% 1723
2024
Q3 		$12.6K Buy
+330
New +$11.5K ﹤0.01% 1745

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geneos Wealth Management sold out of EXL Service (EXLS) in Q3 2025, closing a stake of 536 shares — an estimated $23.5K sold.

Geneos Wealth Management first reported a position in EXLS in Q3 2024 and held it in 4 quarters. The position peaked at $27.1K in Q1 2025. 465 funds tracked by Wall St. Rank hold EXLS as of Q3 2025.

  • Geneos Wealth Management reported no remaining EXL Service position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 536 EXL Service shares in Q3 2025, an estimated $23.5K.
  • Geneos Wealth Management first reported a position in EXL Service in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's EXL Service position peaked at $27.1K in Q1 2025.
  • 465 funds tracked by Wall St. Rank held EXL Service as of Q3 2025.

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