GWM
K

Geneos Wealth Management’s Kellanova K Stock Holding History

Geneos Wealth Management’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,693
Closed -$139K – 2511
2025
Q3 		$139K Sell
1,693
-847
-33% -$67.4K ﹤0.01% 1017
2025
Q2 		$202K Sell
2,540
-2,176
-46% -$178K ﹤0.01% 995
2025
Q1 		$389K Buy
4,716
+3,297
+232% +$271K 0.01% 984
2024
Q4 		$115K Sell
1,419
-59
-4% -$4.77K ﹤0.01% 1016
2024
Q3 		$119K Buy
1,478
+102
+7% +$7.26K ﹤0.01% 913
2024
Q2 		$79.4K Sell
1,376
-32
-2% -$1.89K ﹤0.01% 933
2024
Q1 		$80.7K Sell
1,408
-10
-0.7% -$551 ﹤0.01% 914
2023
Q4 		$79.3K Sell
1,418
-1,273
-47% -$66.5K ﹤0.01% 907
2023
Q3 		$150K Sell
2,691
-19
-0.7% -$1.13K 0.01% 757
2023
Q2 		$172K Buy
2,710
+339
+14% +$21.6K 0.01% 717
2023
Q1 		$149K Buy
2,371
+214
+10% +$13.5K 0.01% 731
2022
Q4 		$144K Sell
2,157
-238
-10% -$16.2K 0.01% 733
2022
Q3 		$156K Sell
2,395
-675
-22% -$46.4K 0.01% 671
2022
Q2 		$206K Sell
3,070
-320
-9% -$20.8K 0.01% 735
2022
Q1 		$205K Sell
3,390
-115
-3% -$6.92K 0.01% 793
2021
Q4 		$212K Sell
3,505
-436
-11% -$25.7K 0.01% 839
2021
Q3 		$236K Buy
3,941
+432
+12% +$25.9K 0.01% 794
2021
Q2 		$210K Sell
3,509
-147
-4% -$8.93K 0.01% 817
2021
Q1 		$214K Buy
3,656
+26
+0.7% +$1.45K 0.01% 939
2020
Q4 		$197K Sell
3,630
-452
-11% -$27.2K 0.01% 830
2020
Q3 		$241K Buy
4,082
+161
+4% +$10.2K 0.01% 626
2020
Q2 		$235K Sell
3,921
-393
-9% -$23.8K 0.01% 618
2020
Q1 		$240K Buy
4,314
+1
+0% +$61 0.02% 559
2019
Q4 		$280K Sell
4,313
-737
-15% -$44.7K 0.01% 577
2019
Q3 		$304K Buy
5,050
+529
+12% +$30.2K 0.02% 521
2019
Q2 		$227K Buy
4,521
+1,122
+33% +$59.6K 0.01% 622
2019
Q1 		$183K Sell
3,399
-72
-2% -$3.84K 0.01% 671
2018
Q4 		$186K Sell
3,471
-341
-9% -$20.6K 0.01% 626
2018
Q3 		$250K Sell
3,812
-271
-7% -$18.3K 0.02% 565
2018
Q2 		$267K Buy
4,083
+150
+4% +$8.92K 0.02% 479
2018
Q1 		$240K Sell
3,933
-156
-4% -$9.84K 0.02% 489
2017
Q4 		$261K Sell
4,089
-190
-4% -$11.4K 0.02% 463
2017
Q3 		$250K Buy
4,279
+714
+20% +$45.1K 0.02% 451
2017
Q2 		$232K Buy
3,565
+449
+14% +$30.2K 0.02% 464
2017
Q1 		$212K Sell
3,116
-979
-24% -$67.6K 0.02% 468
2016
Q4 		$283K Sell
4,095
-1,480
-27% -$103K 0.04% 376
2016
Q3 		$405K Buy
5,575
+1,424
+34% +$109K 0.05% 289
2016
Q2 		$318K Buy
4,151
+3
+0.1% +$215 0.05% 333
2016
Q1 		$303K Buy
+4,148
New +$286K 0.05% 333

Other funds holding K

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BPMC
Buckland Partners Management Co Harrison, New York $165M AUM
TIM
Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's K Position: Q4 2025 in Review

Geneos Wealth Management sold out of Kellanova (K) in Q4 2025, closing a stake of 1,693 shares — an estimated $139K sold.

Geneos Wealth Management first reported a position in K in Q1 2016 and held it in 39 quarters. The position peaked at $405K in Q3 2016. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Geneos Wealth Management reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,693 Kellanova shares in Q4 2025, an estimated $139K.
  • Geneos Wealth Management first reported a position in Kellanova in Q1 2016 and held it in 39 quarters.
  • Geneos Wealth Management's Kellanova position peaked at $405K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.