Geneos Wealth Management
FG icon

Geneos Wealth Management’s F&G Annuities & Life FG Stock Holding History

Geneos Wealth Management’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.19K Buy
55
+2
+4% +$52 ﹤0.01% 3042
2026
Q2 		$1.41K Hold
53
– – ﹤0.01% 2373
2026
Q1 		$1.34K Sell
53
-1
-2% -$26 ﹤0.01% 2368
2025
Q4 		$1.67K Buy
54
+38
+238% +$1.19K ﹤0.01% 2347
2025
Q3 		$500 Hold
16
– – ﹤0.01% 2462
2025
Q2 		$512 Hold
16
– – ﹤0.01% 3108
2025
Q1 		$577 Hold
16
– – ﹤0.01% 3023
2024
Q4 		$663 Buy
+16
New +$705 ﹤0.01% 2847

Other funds holding FG

Fidelity National Financial
Fidelity National Financial Jacksonville, Florida $2.64B AUM 28.78% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geneos Wealth Management's FG Position: Q3 2026 in Review

Geneos Wealth Management increased its F&G Annuities & Life (FG) stake by 3.8% in Q3 2026, buying an estimated $52 and bringing the position to 55 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

Geneos Wealth Management first reported a position in FG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.67K in Q4 2025. 242 funds tracked by Wall St. Rank hold FG as of Q3 2026.

  • Geneos Wealth Management held 55 shares of F&G Annuities & Life worth $1.19K as of Q3 2026.
  • Geneos Wealth Management bought 2 F&G Annuities & Life shares in Q3 2026, an estimated $52.
  • F&G Annuities & Life made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #3042 holding.
  • Geneos Wealth Management first reported a position in F&G Annuities & Life in Q4 2024 and has held it in 8 quarters since.
  • Geneos Wealth Management's F&G Annuities & Life position peaked at $1.67K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.