Geneos Wealth Management’s Itaú Unibanco ITUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,245	Closed	-$14.8K	–	2835
2025 Q2	$14.8K	Sell	2,245 -19	-0.8%	-$116	﹤0.01%	2162
2025 Q1	$12.1K	Buy	2,264 +13	+0.6%	+$65	﹤0.01%	2182
2024 Q4	$9.86K	Hold	2,251	–	–	﹤0.01%	2058
2024 Q3	$13.2K	Buy	+2,251	New	+$12.7K	﹤0.01%	1719
2021 Q4	–	Sell	-372	Closed	-$1K	–	2822
2021 Q3	$1K	Hold	372	–	–	﹤0.01%	2750
2021 Q2	$1K	Sell	372 -993	-73%	-$4K	﹤0.01%	2763
2021 Q1	$4K	Hold	1,365	–	–	﹤0.01%	2715
2020 Q4	$1K	Buy	1,365 +993	+267%	+$3.71K	﹤0.01%	2797
2020 Q3	$1K	Hold	372	–	–	﹤0.01%	2530
2020 Q2	$1K	Hold	372	–	–	﹤0.01%	2473
2020 Q1	$1K	Hold	372	–	–	﹤0.01%	2382
2019 Q4	$2K	Hold	372	–	–	﹤0.01%	2374
2019 Q3	$2K	Hold	372	–	–	﹤0.01%	2304
2019 Q2	$2K	Hold	372	–	–	﹤0.01%	2312
2019 Q1	$2K	Hold	372	–	–	﹤0.01%	2241
2018 Q4	$2K	Sell	372 -1	-0.3%	-$6	﹤0.01%	2203
2018 Q3	$1K	Hold	373	–	–	﹤0.01%	2352
2018 Q2	$1K	Hold	373	–	–	﹤0.01%	2196
2018 Q1	$2K	Hold	373	–	–	﹤0.01%	2037
2017 Q4	$2K	Hold	373	–	–	﹤0.01%	2025
2017 Q3	$2K	Sell	373 -602	-62%	-$3.68K	﹤0.01%	1977
2017 Q2	$5K	Hold	975	–	–	﹤0.01%	1719
2017 Q1	$5K	Hold	975	–	–	﹤0.01%	1684
2016 Q4	$4K	Sell	975 -2	-0.2%	-$10	﹤0.01%	1691
2016 Q3	$4K	Sell	977 -50,324	-98%	-$238K	﹤0.01%	1632
2016 Q2	$216K	Hold	51,301	–	–	0.03%	420
2016 Q1	$198K	Buy	+51,301	New	+$156K	0.03%	432

Other funds holding ITUB

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geneos Wealth Management sold out of Itaú Unibanco (ITUB) in Q3 2025, closing a stake of 2,245 shares — an estimated $14.8K sold.

Geneos Wealth Management first reported a position in ITUB in Q1 2016 and held it in 27 quarters. The position peaked at $216K in Q2 2016. 335 funds tracked by Wall St. Rank hold ITUB as of Q3 2025.

Geneos Wealth Management reported no remaining Itaú Unibanco position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 2,245 Itaú Unibanco shares in Q3 2025, an estimated $14.8K.
Geneos Wealth Management first reported a position in Itaú Unibanco in Q1 2016 and held it in 27 quarters.
Geneos Wealth Management's Itaú Unibanco position peaked at $216K in Q2 2016.
335 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2025.

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