Geneos Wealth Management’s GFL Environmental GFL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,161	Closed	-$260K	–	2760
2025 Q2	$260K	Sell	5,161 -972	-16%	-$47.7K	0.01%	903
2025 Q1	$296K	Buy	6,133 +3,710	+153%	+$168K	0.01%	775
2024 Q4	$108K	Sell	2,423 -121	-5%	-$5.27K	﹤0.01%	1044
2024 Q3	$101K	Buy	+2,544	New	+$102K	﹤0.01%	964
2022 Q4	–	Sell	-100	Closed	-$2K	–	2051
2022 Q3	$2K	Buy	+100	New	+$2.77K	﹤0.01%	1836

Other funds holding GFL

BC Partners New York $4.43B AUM 49.12% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

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

Geneos Wealth Management sold out of GFL Environmental (GFL) in Q3 2025, closing a stake of 5,161 shares — an estimated $260K sold.

Geneos Wealth Management first reported a position in GFL in Q3 2022 and held it in 5 quarters. The position peaked at $296K in Q1 2025. 300 funds tracked by Wall St. Rank hold GFL as of Q3 2025.

Geneos Wealth Management reported no remaining GFL Environmental position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 5,161 GFL Environmental shares in Q3 2025, an estimated $260K.
Geneos Wealth Management first reported a position in GFL Environmental in Q3 2022 and held it in 5 quarters.
Geneos Wealth Management's GFL Environmental position peaked at $296K in Q1 2025.
300 funds tracked by Wall St. Rank held GFL Environmental as of Q3 2025.

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