Geneos Wealth Management’s Itron ITRI Stock Holding History

Geneos Wealth Management’s Portfolio ITRI Stock Details ITRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-23	Closed	-$3.03K	–	2834
2025 Q2	$3.03K	Hold	23	–	–	﹤0.01%	2718
2025 Q1	$2.41K	Hold	23	–	–	﹤0.01%	2713
2024 Q4	$2.5K	Hold	23	–	–	﹤0.01%	2537
2024 Q3	$2.46K	Buy	+23	New	+$2.33K	﹤0.01%	2252
2022 Q3	–	Sell	-20	Closed	–	–	2303
2022 Q2	$0	Hold	20	–	–	﹤0.01%	2687
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	2656
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	2681
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	2749
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	2762
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	3024
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	2796
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	2529
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	2472
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	2381
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	2475
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	2410
2019 Q2	$1K	Buy	+20	New	+$1.11K	﹤0.01%	2411
2018 Q4	–	Sell	-20	Closed	-$1K	–	2436
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	2351
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	2195
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	2104
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	2107
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	2052
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	2004
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	1991
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	1964
2016 Q3	$1K	Buy	+20	New	+$959	﹤0.01%	1891

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Geneos Wealth Management sold out of Itron (ITRI) in Q3 2025, closing a stake of 23 shares — an estimated $3.03K sold.

Geneos Wealth Management first reported a position in ITRI in Q3 2016 and held it in 26 quarters. The position peaked at $3.03K in Q2 2025. 465 funds tracked by Wall St. Rank hold ITRI as of Q3 2025.

Geneos Wealth Management reported no remaining Itron position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 23 Itron shares in Q3 2025, an estimated $3.03K.
Geneos Wealth Management first reported a position in Itron in Q3 2016 and held it in 26 quarters.
Geneos Wealth Management's Itron position peaked at $3.03K in Q2 2025.
465 funds tracked by Wall St. Rank held Itron as of Q3 2025.

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