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Geneos Wealth Management’s Innospec IOSP Stock Holding History

Geneos Wealth Management’s Portfolio IOSP Stock Details IOSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21
Closed -$1.77K – 2824
2025
Q2 		$1.77K Sell
21
-36
-63% -$3.15K ﹤0.01% 2843
2025
Q1 		$5.4K Hold
57
– – ﹤0.01% 2489
2024
Q4 		$6.27K Buy
57
+36
+171% +$4.12K ﹤0.01% 2243
2024
Q3 		$2.38K Buy
+21
New +$2.44K ﹤0.01% 2258

Other funds holding IOSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Geneos Wealth Management sold out of Innospec (IOSP) in Q3 2025, closing a stake of 21 shares — an estimated $1.77K sold.

Geneos Wealth Management first reported a position in IOSP in Q3 2024 and held it in 4 quarters. The position peaked at $6.27K in Q4 2024. 266 funds tracked by Wall St. Rank hold IOSP as of Q3 2025.

  • Geneos Wealth Management reported no remaining Innospec position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 21 Innospec shares in Q3 2025, an estimated $1.77K.
  • Geneos Wealth Management first reported a position in Innospec in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Innospec position peaked at $6.27K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Innospec as of Q3 2025.

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