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Geneos Wealth Management’s FB Financial Corp FBK Stock Holding History

Geneos Wealth Management’s Portfolio FBK Stock Details FBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-24
Closed -$1.09K – 2727
2025
Q2 		$1.09K Buy
+24
New +$1.04K ﹤0.01% 2963

Other funds holding FBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management sold out of FB Financial Corp (FBK) in Q3 2025, closing a stake of 24 shares — an estimated $1.09K sold.

Geneos Wealth Management first reported a position in FBK in Q2 2025 and held it in 1 quarter. The position peaked at $1.09K in Q2 2025. 277 funds tracked by Wall St. Rank hold FBK as of Q3 2025.

  • Geneos Wealth Management reported no remaining FB Financial Corp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 24 FB Financial Corp shares in Q3 2025, an estimated $1.09K.
  • Geneos Wealth Management first reported a position in FB Financial Corp in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's FB Financial Corp position peaked at $1.09K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held FB Financial Corp as of Q3 2025.

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