GWM
EXP icon

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
2025
Q3 		– Sell
-19
Closed -$3.84K – 2723
2025
Q2 		$3.84K Hold
19
– – ﹤0.01% 2643
2025
Q1 		$11.5K Sell
19
-3
-14% -$711 ﹤0.01% 2522
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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return