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Geneos Wealth Management’s Shift4 FOUR Stock Holding History

Geneos Wealth Management’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-153
Closed -$15.2K – 2742
2025
Q2 		$15.2K Buy
153
+1
+0.7% +$87 ﹤0.01% 2158
2025
Q1 		$12.4K Buy
152
+119
+361% +$12.3K ﹤0.01% 2168
2024
Q4 		$3.42K Buy
33
+27
+450% +$2.68K ﹤0.01% 2456
2024
Q3 		$532 Buy
+6
New +$455 ﹤0.01% 2546

Other funds holding FOUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geneos Wealth Management sold out of Shift4 (FOUR) in Q3 2025, closing a stake of 153 shares — an estimated $15.2K sold.

Geneos Wealth Management first reported a position in FOUR in Q3 2024 and held it in 4 quarters. The position peaked at $15.2K in Q2 2025. 450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

  • Geneos Wealth Management reported no remaining Shift4 position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 153 Shift4 shares in Q3 2025, an estimated $15.2K.
  • Geneos Wealth Management first reported a position in Shift4 in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Shift4 position peaked at $15.2K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

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