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Geneos Wealth Management’s KB Financial Group KB Stock Holding History

Geneos Wealth Management’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8
Closed -$661 – 2849
2025
Q2 		$661 Buy
+8
New +$541 ﹤0.01% 3072
2022
Q2 		– Sell
-37
Closed -$1K – 2690
2022
Q1 		$1K Buy
+37
New +$1.83K ﹤0.01% 2659

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Geneos Wealth Management sold out of KB Financial Group (KB) in Q3 2025, closing a stake of 8 shares — an estimated $661 sold.

Geneos Wealth Management first reported a position in KB in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 270 funds tracked by Wall St. Rank hold KB as of Q3 2025.

  • Geneos Wealth Management reported no remaining KB Financial Group position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 8 KB Financial Group shares in Q3 2025, an estimated $661.
  • Geneos Wealth Management first reported a position in KB Financial Group in Q1 2022 and held it in 2 quarters.
  • Geneos Wealth Management's KB Financial Group position peaked at $1K in Q1 2022.
  • 270 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2025.

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