GWM
KE

Geneos Wealth Management’s Kimball Electronics KE Stock Holding History

Geneos Wealth Management’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-44
Closed -$824 – 3128
2024
Q4 		$824 Buy
44
+7
+19% +$131 ﹤0.01% 2811
2024
Q3 		$685 Buy
+37
New +$740 ﹤0.01% 2513

Other funds holding KE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geneos Wealth Management's KE Position: Q1 2025 in Review

Geneos Wealth Management sold out of Kimball Electronics (KE) in Q1 2025, closing a stake of 44 shares — an estimated $824 sold.

Geneos Wealth Management first reported a position in KE in Q3 2024 and held it in 2 quarters. The position peaked at $824 in Q4 2024. 164 funds tracked by Wall St. Rank hold KE as of Q1 2025.

  • Geneos Wealth Management reported no remaining Kimball Electronics position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 44 Kimball Electronics shares in Q1 2025, an estimated $824.
  • Geneos Wealth Management first reported a position in Kimball Electronics in Q3 2024 and held it in 2 quarters.
  • Geneos Wealth Management's Kimball Electronics position peaked at $824 in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Kimball Electronics as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.