GWM
FWRD icon

Geneos Wealth Management’s Forward Air FWRD Stock Holding History

Geneos Wealth Management’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-430
Closed -$8.64K – 3150
2025
Q1 		$8.64K Hold
430
– – ﹤0.01% 2320
2024
Q4 		$13.9K Hold
430
– – ﹤0.01% 1900
2024
Q3 		$15.2K Buy
430
+50
+13% +$1.42K ﹤0.01% 1662
2024
Q2 		$7.24K Buy
+380
New +$7.85K ﹤0.01% 1630

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geneos Wealth Management's FWRD Position: Q2 2025 in Review

Geneos Wealth Management sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 430 shares — an estimated $8.64K sold.

Geneos Wealth Management first reported a position in FWRD in Q2 2024 and held it in 4 quarters. The position peaked at $15.2K in Q3 2024. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

  • Geneos Wealth Management reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 430 Forward Air shares in Q2 2025, an estimated $8.64K.
  • Geneos Wealth Management first reported a position in Forward Air in Q2 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Forward Air position peaked at $15.2K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.