GWM
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Geneos Wealth Management’s ORIX IX Stock Holding History

Geneos Wealth Management’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.1K Hold
70
– – ﹤0.01% 2313
2025
Q4 		$2.04K Hold
70
– – ﹤0.01% 2312
2025
Q3 		$1.83K Sell
70
-1,986
-97% -$49.3K ﹤0.01% 2329
2025
Q2 		$46.3K Sell
2,056
-2,059
-50% -$42.3K ﹤0.01% 1613
2025
Q1 		$86K Buy
4,115
+3,880
+1,651% +$81.3K ﹤0.01% 1651
2024
Q4 		$4.99K Hold
235
– – ﹤0.01% 2335
2024
Q3 		$5.45K Buy
235
+165
+236% +$3.88K ﹤0.01% 2049
2024
Q2 		$1.56K Hold
70
– – ﹤0.01% 1926
2024
Q1 		$1.54K Hold
70
– – ﹤0.01% 1938
2023
Q4 		$1.31K Buy
+70
New +$1.27K ﹤0.01% 1983
2022
Q2 		– Sell
-65
Closed -$1K – 2689
2022
Q1 		$1K Buy
+65
New +$1.33K ﹤0.01% 2657

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return