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Geneos Wealth Management’s Eagle Materials EXP Stock Holding History

Geneos Wealth Management’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.3K Buy
+157
New +$32.8K ﹤0.01% 1608
2025
Q3 		– Sell
-19
Closed -$3.84K – 2723
2025
Q2 		$3.84K Hold
19
– – ﹤0.01% 2643
2025
Q1 		$4.22K Sell
19
-3
-14% -$711 ﹤0.01% 2575
2024
Q4 		$5.43K Hold
22
– – ﹤0.01% 2300
2024
Q3 		$6.33K Buy
+22
New +$5.5K ﹤0.01% 1989
2024
Q2 		– Sell
-125
Closed -$34K – 2100
2024
Q1 		$34K Hold
125
– – ﹤0.01% 1201
2023
Q4 		$25.4K Hold
125
– – ﹤0.01% 1279
2023
Q3 		$20.8K Buy
+125
New +$22.7K ﹤0.01% 1359
2021
Q2 		– Sell
-71
Closed -$9K – 2932
2021
Q1 		$9K Hold
71
– – ﹤0.01% 2414
2020
Q4 		$9K Buy
+71
New +$6.6K ﹤0.01% 2250
2018
Q2 		– Sell
-154
Closed -$15K – 2279
2018
Q1 		$15K Hold
154
– – ﹤0.01% 1502
2017
Q4 		$17K Hold
154
– – ﹤0.01% 1447
2017
Q3 		$16K Sell
154
-200
-56% -$19.1K ﹤0.01% 1402
2017
Q2 		$32K Buy
354
+200
+130% +$19.2K ﹤0.01% 1096
2017
Q1 		$14K Buy
154
+54
+54% +$5.5K ﹤0.01% 1363
2016
Q4 		$9K Hold
100
– – ﹤0.01% 1452
2016
Q3 		$7K Hold
100
– – ﹤0.01% 1477
2016
Q2 		$7K Hold
100
– – ﹤0.01% 1424
2016
Q1 		$7K Buy
+100
New +$5.82K ﹤0.01% 1411

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Geneos Wealth Management's EXP Position: Q2 2026 in Review

Geneos Wealth Management opened a new position in Eagle Materials (EXP) in Q2 2026: 157 shares worth $35.3K. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in EXP as recently as Q2 2025.

Geneos Wealth Management first reported a position in EXP in Q1 2016 and has held it in 19 quarters since. 536 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Geneos Wealth Management held 157 shares of Eagle Materials worth $35.3K as of Q2 2026.
  • Eagle Materials was a new Geneos Wealth Management position in Q2 2026.
  • Eagle Materials made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1608 holding.
  • Geneos Wealth Management first reported a position in Eagle Materials in Q1 2016 and has held it in 19 quarters since.
  • 536 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.