GWM
FSV icon

Geneos Wealth Management’s FirstService FSV Stock Holding History

Geneos Wealth Management’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-203
Closed -$35.4K – 2745
2025
Q2 		$35.4K Buy
203
+79
+64% +$13.7K ﹤0.01% 1748
2025
Q1 		$20.6K Buy
124
+97
+359% +$17K ﹤0.01% 1936
2024
Q4 		$4.89K Buy
27
+5
+23% +$935 ﹤0.01% 2340
2024
Q3 		$4.01K Buy
+22
New +$3.78K ﹤0.01% 2132

Other funds holding FSV

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of FirstService (FSV) in Q3 2025, closing a stake of 203 shares — an estimated $35.4K sold.

Geneos Wealth Management first reported a position in FSV in Q3 2024 and held it in 4 quarters. The position peaked at $35.4K in Q2 2025. 321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

  • Geneos Wealth Management reported no remaining FirstService position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 203 FirstService shares in Q3 2025, an estimated $35.4K.
  • Geneos Wealth Management first reported a position in FirstService in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's FirstService position peaked at $35.4K in Q2 2025.
  • 321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

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