Geneos Wealth Management’s Kirby Corp KEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.6K	Buy	81 +40	+98%	+$5.52K	﹤0.01%	2361
2026 Q2	$5.58K	Hold	41	–	–	﹤0.01%	2160
2026 Q1	$5.45K	Hold	41	–	–	﹤0.01%	2146
2025 Q4	$4.52K	Hold	41	–	–	﹤0.01%	2167
2025 Q3	$3.42K	Buy	41 +14	+52%	+$1.41K	﹤0.01%	2225
2025 Q2	$3.06K	Sell	27 -72	-73%	-$7.55K	﹤0.01%	2716
2025 Q1	$10K	Buy	99 +12	+14%	+$1.25K	﹤0.01%	2251
2024 Q4	$9.2K	Buy	87 +51	+142%	+$6.15K	﹤0.01%	2077
2024 Q3	$4.41K	Buy	+36	New	+$4.29K	﹤0.01%	2107
2022 Q1	–	Sell	-41	Closed	-$2K	–	2875
2021 Q4	$2K	Hold	41	–	–	﹤0.01%	2584
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	2754
2021 Q2	$2K	Hold	41	–	–	﹤0.01%	2666
2021 Q1	$2K	Hold	41	–	–	﹤0.01%	2897
2020 Q4	$2K	Hold	41	–	–	﹤0.01%	2702
2020 Q3	$1K	Hold	41	–	–	﹤0.01%	2534
2020 Q2	$2K	Hold	41	–	–	﹤0.01%	2361
2020 Q1	$1K	Hold	41	–	–	﹤0.01%	2383
2019 Q4	$3K	Hold	41	–	–	﹤0.01%	2306
2019 Q3	$3K	Hold	41	–	–	﹤0.01%	2233
2019 Q2	$3K	Hold	41	–	–	﹤0.01%	2233
2019 Q1	$3K	Hold	41	–	–	﹤0.01%	2159
2018 Q4	$2K	Hold	41	–	–	﹤0.01%	2205
2018 Q3	$3K	Hold	41	–	–	﹤0.01%	2190
2018 Q2	$3K	Hold	41	–	–	﹤0.01%	2046
2018 Q1	$3K	Hold	41	–	–	﹤0.01%	1960
2017 Q4	$2K	Hold	41	–	–	﹤0.01%	2027
2017 Q3	$2K	Hold	41	–	–	﹤0.01%	1980
2017 Q2	$2K	Hold	41	–	–	﹤0.01%	1936
2017 Q1	$2K	Hold	41	–	–	﹤0.01%	1896
2016 Q4	$2K	Sell	41 -22	-35%	-$1.39K	﹤0.01%	1870
2016 Q3	$3K	Hold	63	–	–	﹤0.01%	1701
2016 Q2	$3K	Sell	63 -20	-24%	-$1.31K	﹤0.01%	1620
2016 Q1	$5K	Buy	+83	New	+$4.53K	﹤0.01%	1489

Other funds holding KEX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Geneos Wealth Management's KEX Position: Q3 2026 in Review

Geneos Wealth Management increased its Kirby Corp (KEX) stake by 98% in Q3 2026, buying an estimated $5.52K and bringing the position to 81 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Geneos Wealth Management first reported a position in KEX in Q1 2016 and has held it in 33 quarters since. 224 funds tracked by Wall St. Rank hold KEX as of Q3 2026.

Geneos Wealth Management held 81 shares of Kirby Corp worth $10.6K as of Q3 2026.
Geneos Wealth Management bought 40 Kirby Corp shares in Q3 2026, an estimated $5.52K.
Kirby Corp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2361 holding.
Geneos Wealth Management first reported a position in Kirby Corp in Q1 2016 and has held it in 33 quarters since.
224 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.