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Geneos Wealth Management’s FTI Consulting FCN Stock Holding History

Geneos Wealth Management’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15
Closed -$2.42K – 2729
2025
Q2 		$2.42K Sell
15
-101
-87% -$16.5K ﹤0.01% 2769
2025
Q1 		$19K Buy
116
+78
+205% +$14K ﹤0.01% 2330
2024
Q4 		$7.26K Hold
38
– – ﹤0.01% 2186
2024
Q3 		$8.65K Buy
+38
New +$8.45K ﹤0.01% 1889

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geneos Wealth Management sold out of FTI Consulting (FCN) in Q3 2025, closing a stake of 15 shares — an estimated $2.42K sold.

Geneos Wealth Management first reported a position in FCN in Q3 2024 and held it in 4 quarters. The position peaked at $19K in Q1 2025. 379 funds tracked by Wall St. Rank hold FCN as of Q3 2025.

  • Geneos Wealth Management reported no remaining FTI Consulting position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 15 FTI Consulting shares in Q3 2025, an estimated $2.42K.
  • Geneos Wealth Management first reported a position in FTI Consulting in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's FTI Consulting position peaked at $19K in Q1 2025.
  • 379 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2025.

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