GWM
MNDY icon

Geneos Wealth Management’s monday.com MNDY Stock Holding History

Geneos Wealth Management’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5
Closed -$1.57K – 2910
2025
Q2 		$1.57K Buy
+5
New +$1.39K ﹤0.01% 2875
2025
Q1 		– Sell
-31
Closed -$7.3K – 3115
2024
Q4 		$7.3K Sell
31
-2
-6% -$554 ﹤0.01% 2184
2024
Q3 		$9.17K Buy
+33
New +$8.17K ﹤0.01% 1872
2024
Q2 		– Sell
-3
Closed -$678 – 2140
2024
Q1 		$678 Buy
+3
New +$637 ﹤0.01% 2088

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Geneos Wealth Management sold out of monday.com (MNDY) in Q3 2025, closing a stake of 5 shares — an estimated $1.57K sold.

Geneos Wealth Management first reported a position in MNDY in Q1 2024 and held it in 4 quarters. The position peaked at $9.17K in Q3 2024. 428 funds tracked by Wall St. Rank hold MNDY as of Q3 2025.

  • Geneos Wealth Management reported no remaining monday.com position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 5 monday.com shares in Q3 2025, an estimated $1.57K.
  • Geneos Wealth Management first reported a position in monday.com in Q1 2024 and held it in 4 quarters.
  • Geneos Wealth Management's monday.com position peaked at $9.17K in Q3 2024.
  • 428 funds tracked by Wall St. Rank held monday.com as of Q3 2025.

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