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Geneos Wealth Management’s Morningstar MORN Stock Holding History

Geneos Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-151
Closed -$47.4K – 2914
2025
Q2 		$47.4K Sell
151
-57
-27% -$16.9K ﹤0.01% 1599
2025
Q1 		$62.4K Buy
208
+153
+278% +$48.2K ﹤0.01% 1370
2024
Q4 		$18.5K Buy
55
+2
+4% +$683 ﹤0.01% 1760
2024
Q3 		$16.9K Buy
+53
New +$16.5K ﹤0.01% 1623

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Geneos Wealth Management sold out of Morningstar (MORN) in Q3 2025, closing a stake of 151 shares — an estimated $47.4K sold.

Geneos Wealth Management first reported a position in MORN in Q3 2024 and held it in 4 quarters. The position peaked at $62.4K in Q1 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 151 Morningstar shares in Q3 2025, an estimated $47.4K.
  • Geneos Wealth Management first reported a position in Morningstar in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Morningstar position peaked at $62.4K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

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