Geneos Wealth Management
GRC icon

Geneos Wealth Management’s Gorman-Rupp GRC Stock Holding History

Geneos Wealth Management’s Portfolio GRC Stock Details GRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$107K Hold
1,432
– – ﹤0.01% 1345
2026
Q2 		$131K Hold
1,432
– – ﹤0.01% 1130
2026
Q1 		$89K Buy
+1,432
New +$84.7K ﹤0.01% 1208

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Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
MFC
Mechanics Financial Corp Mansfield, Ohio $276M AUM 23.16% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Prentiss Smith & Co
Prentiss Smith & Co Brattleboro, Vermont $177M AUM 17.01% 1-Year Est. Return

Geneos Wealth Management's GRC Position: Q3 2026 in Review

Geneos Wealth Management held its Gorman-Rupp (GRC) position steady in Q3 2026 at 1,432 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Geneos Wealth Management first reported a position in GRC in Q1 2026 and has held it in 3 quarters since. The position peaked at $131K in Q2 2026. 130 funds tracked by Wall St. Rank hold GRC as of Q3 2026.

  • Geneos Wealth Management held 1,432 shares of Gorman-Rupp worth $107K as of Q3 2026.
  • Geneos Wealth Management left its Gorman-Rupp share count unchanged in Q3 2026.
  • Gorman-Rupp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1345 holding.
  • Geneos Wealth Management first reported a position in Gorman-Rupp in Q1 2026 and has held it in 3 quarters since.
  • Geneos Wealth Management's Gorman-Rupp position peaked at $131K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Gorman-Rupp as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.