GWM
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Geneos Wealth Management’s Stride LRN Stock Holding History

Geneos Wealth Management’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-338
Closed -$49.1K – 2887
2025
Q2 		$49.1K Sell
338
-2
-0.6% -$289 ﹤0.01% 1578
2025
Q1 		$43K Buy
340
+131
+63% +$16.6K ﹤0.01% 1569
2024
Q4 		$21.7K Hold
209
– – ﹤0.01% 1691
2024
Q3 		$17.8K Buy
+209
New +$16.2K ﹤0.01% 1599

Other funds holding LRN

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Geneos Wealth Management sold out of Stride (LRN) in Q3 2025, closing a stake of 338 shares — an estimated $49.1K sold.

Geneos Wealth Management first reported a position in LRN in Q3 2024 and held it in 4 quarters. The position peaked at $49.1K in Q2 2025. 518 funds tracked by Wall St. Rank hold LRN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Stride position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 338 Stride shares in Q3 2025, an estimated $49.1K.
  • Geneos Wealth Management first reported a position in Stride in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Stride position peaked at $49.1K in Q2 2025.
  • 518 funds tracked by Wall St. Rank held Stride as of Q3 2025.

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