Geneos Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Geneos Wealth Management’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-345	Closed	-$9.86K	–	2740
2025 Q2	$9.86K	Sell	345 -623	-64%	-$16.7K	﹤0.01%	2335
2025 Q1	$24.1K	Buy	968 +768	+384%	+$18.3K	﹤0.01%	2245
2024 Q4	$4.53K	Sell	200 -205	-51%	-$4.45K	﹤0.01%	2373
2024 Q3	$8.63K	Buy	+405	New	+$7.97K	﹤0.01%	1891
2018 Q3	–	Sell	-201	Closed	-$10K	–	2416
2018 Q2	$10K	Buy	+201	New	+$10.2K	﹤0.01%	1716
2017 Q1	–	Sell	-65	Closed	-$2K	–	2086
2016 Q4	$2K	Hold	65	–	–	﹤0.01%	1853
2016 Q3	$2K	Buy	+65	New	+$2.91K	﹤0.01%	1773

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

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

Geneos Wealth Management sold out of Fresenius Medical Care (FMS) in Q3 2025, closing a stake of 345 shares — an estimated $9.86K sold.

Geneos Wealth Management first reported a position in FMS in Q3 2016 and held it in 7 quarters. The position peaked at $24.1K in Q1 2025. 205 funds tracked by Wall St. Rank hold FMS as of Q3 2025.

Geneos Wealth Management reported no remaining Fresenius Medical Care position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 345 Fresenius Medical Care shares in Q3 2025, an estimated $9.86K.
Geneos Wealth Management first reported a position in Fresenius Medical Care in Q3 2016 and held it in 7 quarters.
Geneos Wealth Management's Fresenius Medical Care position peaked at $24.1K in Q1 2025.
205 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2025.

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