Geneos Wealth Management’s Korn Ferry KFY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-182	Closed	-$13.3K	–	2852
2025 Q2	$13.3K	Sell	182 -280	-61%	-$18.6K	﹤0.01%	2209
2025 Q1	$31.3K	Buy	462 +364	+371%	+$24.6K	﹤0.01%	2132
2024 Q4	$6.61K	Hold	98	–	–	﹤0.01%	2218
2024 Q3	$7.37K	Buy	+98	New	+$6.88K	﹤0.01%	1940
2018 Q2	–	Sell	-400	Closed	-$20K	–	2295
2018 Q1	$20K	Hold	400	–	–	﹤0.01%	1392
2017 Q4	$16K	Hold	400	–	–	﹤0.01%	1468
2017 Q3	$15K	Hold	400	–	–	﹤0.01%	1433
2017 Q2	$13K	Hold	400	–	–	﹤0.01%	1433
2017 Q1	$12K	Sell	400 -83	-17%	-$2.49K	﹤0.01%	1421
2016 Q4	$14K	Hold	483	–	–	﹤0.01%	1330
2016 Q3	$10K	Buy	483 +83	+21%	+$1.89K	﹤0.01%	1365
2016 Q2	$8K	Buy	+400	New	+$10.9K	﹤0.01%	1398

Other funds holding KFY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geneos Wealth Management sold out of Korn Ferry (KFY) in Q3 2025, closing a stake of 182 shares — an estimated $13.3K sold.

Geneos Wealth Management first reported a position in KFY in Q2 2016 and held it in 12 quarters. The position peaked at $31.3K in Q1 2025. 336 funds tracked by Wall St. Rank hold KFY as of Q3 2025.

Geneos Wealth Management reported no remaining Korn Ferry position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 182 Korn Ferry shares in Q3 2025, an estimated $13.3K.
Geneos Wealth Management first reported a position in Korn Ferry in Q2 2016 and held it in 12 quarters.
Geneos Wealth Management's Korn Ferry position peaked at $31.3K in Q1 2025.
336 funds tracked by Wall St. Rank held Korn Ferry as of Q3 2025.

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