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Geneos Wealth Management’s Liberty Energy LBRT Stock Holding History

Geneos Wealth Management’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-61
Closed -$700 – 2870
2025
Q2 		$700 Hold
61
– – ﹤0.01% 3064
2025
Q1 		$966 Buy
+61
New +$1.09K ﹤0.01% 2943
2018
Q4 		– Sell
-125
Closed -$2K – 2440
2018
Q3 		$2K Hold
125
– – ﹤0.01% 2261
2018
Q2 		$2K Buy
+125
New +$2.45K ﹤0.01% 2114

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geneos Wealth Management sold out of Liberty Energy (LBRT) in Q3 2025, closing a stake of 61 shares — an estimated $700 sold.

Geneos Wealth Management first reported a position in LBRT in Q2 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 338 funds tracked by Wall St. Rank hold LBRT as of Q3 2025.

  • Geneos Wealth Management reported no remaining Liberty Energy position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 61 Liberty Energy shares in Q3 2025, an estimated $700.
  • Geneos Wealth Management first reported a position in Liberty Energy in Q2 2018 and held it in 4 quarters.
  • Geneos Wealth Management's Liberty Energy position peaked at $2K in Q3 2018.
  • 338 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2025.

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