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Geneos Wealth Management’s Interparfums IPAR Stock Holding History

Geneos Wealth Management’s Portfolio IPAR Stock Details IPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17
Closed -$2.23K – 2827
2025
Q2 		$2.23K Sell
17
-51
-75% -$6.23K ﹤0.01% 2787
2025
Q1 		$7.74K Buy
68
+51
+300% +$6.77K ﹤0.01% 2643
2024
Q4 		$2.24K Sell
17
-20
-54% -$2.57K ﹤0.01% 2564
2024
Q3 		$4.79K Buy
+37
New +$4.63K ﹤0.01% 2083
2021
Q2 		– Sell
-36
Closed -$2K – 2984
2021
Q1 		$2K Buy
+36
New +$2.44K ﹤0.01% 2892

Other funds holding IPAR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Geneos Wealth Management sold out of Interparfums (IPAR) in Q3 2025, closing a stake of 17 shares — an estimated $2.23K sold.

Geneos Wealth Management first reported a position in IPAR in Q1 2021 and held it in 5 quarters. The position peaked at $7.74K in Q1 2025. 306 funds tracked by Wall St. Rank hold IPAR as of Q3 2025.

  • Geneos Wealth Management reported no remaining Interparfums position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 17 Interparfums shares in Q3 2025, an estimated $2.23K.
  • Geneos Wealth Management first reported a position in Interparfums in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's Interparfums position peaked at $7.74K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Interparfums as of Q3 2025.

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