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Geneos Wealth Management’s Installed Building Products IBP Stock Holding History

Geneos Wealth Management’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-43
Closed -$7.75K – 2812
2025
Q2 		$7.75K Hold
43
– – ﹤0.01% 2417
2025
Q1 		$17.8K Buy
43
+12
+39% +$2.17K ﹤0.01% 2374
2024
Q4 		$5.43K Sell
31
-6
-16% -$1.3K ﹤0.01% 2299
2024
Q3 		$9.11K Buy
+37
New +$8.37K ﹤0.01% 1876

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geneos Wealth Management sold out of Installed Building Products (IBP) in Q3 2025, closing a stake of 43 shares — an estimated $7.75K sold.

Geneos Wealth Management first reported a position in IBP in Q3 2024 and held it in 4 quarters. The position peaked at $17.8K in Q1 2025. 426 funds tracked by Wall St. Rank hold IBP as of Q3 2025.

  • Geneos Wealth Management reported no remaining Installed Building Products position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 43 Installed Building Products shares in Q3 2025, an estimated $7.75K.
  • Geneos Wealth Management first reported a position in Installed Building Products in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Installed Building Products position peaked at $17.8K in Q1 2025.
  • 426 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2025.

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