Geneos Wealth Management’s Floor & Decor FND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-63	Closed	-$4.64K	–	2494
2025 Q3	$4.64K	Sell	63 -63	-50%	-$5.16K	﹤0.01%	2157
2025 Q2	$9.57K	Sell	126 -295	-70%	-$21.9K	﹤0.01%	2343
2025 Q1	$33.9K	Buy	421 +229	+119%	+$21.6K	﹤0.01%	2106
2024 Q4	$19.1K	Sell	192 -269	-58%	-$28.9K	﹤0.01%	1745
2024 Q3	$57.2K	Buy	+461	New	+$47.9K	﹤0.01%	1152
2024 Q2	–	Sell	-5	Closed	-$648	–	2105
2024 Q1	$648	Hold	5	–	–	﹤0.01%	2100
2023 Q4	$558	Buy	+5	New	+$460	﹤0.01%	2084
2019 Q2	–	Sell	-70	Closed	-$2K	–	2504
2019 Q1	$2K	Hold	70	–	–	﹤0.01%	2237
2018 Q4	$1K	Hold	70	–	–	﹤0.01%	2300
2018 Q3	$2K	Sell	70 -200	-74%	-$8.16K	﹤0.01%	2252
2018 Q2	$13K	Hold	270	–	–	﹤0.01%	1602
2018 Q1	$14K	Hold	270	–	–	﹤0.01%	1530
2017 Q4	$13K	Hold	270	–	–	﹤0.01%	1538
2017 Q3	$10K	Buy	270 +70	+35%	+$2.6K	﹤0.01%	1568
2017 Q2	$7K	Buy	+200	New	+$7.79K	﹤0.01%	1635

Other funds holding FND

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steadfast Capital Management New York $2.65B AUM 26.34% 1-Year Est. Return

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return