GWM
FIRY

Geneos Wealth Management’s Firy Inc FIRY Stock Holding History

Geneos Wealth Management’s Portfolio FIRY Stock Details FIRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-635
Closed -$3.19K – 3160
2024
Q4 		$3.19K Buy
+635
New +$3.39K ﹤0.01% 2472
2023
Q2 		– Sell
-635
Closed -$7.5K – 2111
2023
Q1 		$7.5K Hold
635
– – ﹤0.01% 1623
2022
Q4 		$6.48K Hold
635
– – ﹤0.01% 1645
2022
Q3 		$12K Sell
635
-6
-0.9% -$169 ﹤0.01% 1474
2022
Q2 		$16K Sell
641
-785
-55% -$30.6K ﹤0.01% 1791
2022
Q1 		$85K Buy
1,426
+702
+97% +$57.2K ﹤0.01% 1149
2021
Q4 		$107K Buy
724
+605
+508% +$116K ﹤0.01% 1135
2021
Q3 		$23K Hold
119
– – ﹤0.01% 1859
2021
Q2 		$46K Buy
119
+42
+55% +$15K ﹤0.01% 1524
2021
Q1 		$26K Sell
77
-11
-13% -$6.32K ﹤0.01% 1940
2020
Q4 		$25K Buy
+88
New +$26.2K ﹤0.01% 1774

Other funds holding FIRY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Geneos Wealth Management's FIRY Position: Q1 2025 in Review

Geneos Wealth Management sold out of Firy Inc (FIRY) in Q1 2025, closing a stake of 635 shares — an estimated $3.19K sold.

Geneos Wealth Management first reported a position in FIRY in Q4 2020 and held it in 11 quarters. The position peaked at $107K in Q4 2021. 77 funds tracked by Wall St. Rank hold FIRY as of Q1 2025.

  • Geneos Wealth Management reported no remaining Firy Inc position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 635 Firy Inc shares in Q1 2025, an estimated $3.19K.
  • Geneos Wealth Management first reported a position in Firy Inc in Q4 2020 and held it in 11 quarters.
  • Geneos Wealth Management's Firy Inc position peaked at $107K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Firy Inc as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.