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Geneos Wealth Management’s Global Industrial GIC Stock Holding History

Geneos Wealth Management’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200
Closed -$4.96K – 3112
2024
Q4 		$4.96K Hold
200
– – ﹤0.01% 2336
2024
Q3 		$6.79K Hold
200
– – ﹤0.01% 1965
2024
Q2 		$6.27K Hold
200
– – ﹤0.01% 1670
2024
Q1 		$8.96K Buy
+200
New +$8.53K ﹤0.01% 1568

Other funds holding GIC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geneos Wealth Management's GIC Position: Q1 2025 in Review

Geneos Wealth Management sold out of Global Industrial (GIC) in Q1 2025, closing a stake of 200 shares — an estimated $4.96K sold.

Geneos Wealth Management first reported a position in GIC in Q1 2024 and held it in 4 quarters. The position peaked at $8.96K in Q1 2024. 130 funds tracked by Wall St. Rank hold GIC as of Q1 2025.

  • Geneos Wealth Management reported no remaining Global Industrial position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Global Industrial shares in Q1 2025, an estimated $4.96K.
  • Geneos Wealth Management first reported a position in Global Industrial in Q1 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Global Industrial position peaked at $8.96K in Q1 2024.
  • 130 funds tracked by Wall St. Rank held Global Industrial as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.