Geneos Wealth Management’s Fidelity National Financial FNF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.1K	Buy	999 +4	+0.4%	+$194	﹤0.01%	1482
2026 Q1	$46.1K	Sell	995 -14	-1%	-$727	﹤0.01%	1464
2025 Q4	$55.1K	Sell	1,009 -6	-0.6%	-$342	﹤0.01%	1358
2025 Q3	$61.4K	Sell	1,015 -2,766	-73%	-$161K	﹤0.01%	1300
2025 Q2	$212K	Buy	3,781 +277	+8%	+$16.2K	0.01%	972
2025 Q1	$228K	Buy	3,504 +249	+8%	+$15K	0.01%	862
2024 Q4	$183K	Buy	+3,255	New	+$196K	0.01%	876
2021 Q4	–	Sell	-51	Closed	-$2K	–	2803
2021 Q3	$2K	Hold	51	–	–	﹤0.01%	2644
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	2652
2021 Q1	$2K	Sell	51 -69	-58%	-$2.62K	﹤0.01%	2881
2020 Q4	$4K	Sell	120 -368	-75%	-$12.4K	﹤0.01%	2533
2020 Q3	$14K	Sell	488 -10	-2%	-$313	﹤0.01%	1823
2020 Q2	$14K	Hold	498	–	–	﹤0.01%	1771
2020 Q1	$12K	Hold	498	–	–	﹤0.01%	1723
2019 Q4	$21K	Hold	498	–	–	﹤0.01%	1657
2019 Q3	$21K	Hold	498	–	–	﹤0.01%	1573
2019 Q2	$19K	Buy	498 +51	+11%	+$1.92K	﹤0.01%	1652
2019 Q1	$15K	Hold	447	–	–	﹤0.01%	1691
2018 Q4	$13K	Sell	447 -145	-24%	-$4.68K	﹤0.01%	1690
2018 Q3	$22K	Buy	+592	New	+$22.6K	﹤0.01%	1530
2017 Q1	–	Sell	-98	Closed	-$2K	–	2087
2016 Q4	$2K	Sell	98 -216	-69%	-$5.18K	﹤0.01%	1854
2016 Q3	$8K	Buy	314 +84	+37%	+$2.17K	﹤0.01%	1439
2016 Q2	$5K	Hold	230	–	–	﹤0.01%	1511
2016 Q1	$5K	Buy	+230	New	+$5.15K	﹤0.01%	1477

Other funds holding FNF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Geneos Wealth Management's FNF Position: Q2 2026 in Review

Geneos Wealth Management increased its Fidelity National Financial (FNF) stake by 0.4% in Q2 2026, buying an estimated $194 and bringing the position to 999 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Geneos Wealth Management first reported a position in FNF in Q1 2016 and has held it in 24 quarters since. The position peaked at $228K in Q1 2025. 712 funds tracked by Wall St. Rank hold FNF as of Q2 2026.

Geneos Wealth Management held 999 shares of Fidelity National Financial worth $47.1K as of Q2 2026.
Geneos Wealth Management bought 4 Fidelity National Financial shares in Q2 2026, an estimated $194.
Fidelity National Financial made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1482 holding.
Geneos Wealth Management first reported a position in Fidelity National Financial in Q1 2016 and has held it in 24 quarters since.
Geneos Wealth Management's Fidelity National Financial position peaked at $228K in Q1 2025.
712 funds tracked by Wall St. Rank held Fidelity National Financial as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.