Geneos Wealth Management’s Mine Safety MSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-48	Closed	-$8.04K	–	2921
2025 Q2	$8.04K	Sell	48 -98	-67%	-$15.3K	﹤0.01%	2401
2025 Q1	$21.4K	Buy	146 +110	+306%	+$17.5K	﹤0.01%	2292
2024 Q4	$5.97K	Buy	36 +17	+89%	+$2.91K	﹤0.01%	2267
2024 Q3	$3.37K	Buy	+19	New	+$3.45K	﹤0.01%	2178
2022 Q3	–	Sell	-10	Closed	-$1K	–	2364
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	2516
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	2673
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	2693
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	2767
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	2777
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	3038
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	2808
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	2545
2020 Q2	$1K	Buy	+10	New	+$1.11K	﹤0.01%	2484
2020 Q1	–	Sell	-10	Closed	-$1K	–	2563
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	2487
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	2421
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	2423
2019 Q1	$1K	Buy	+10	New	+$1.01K	﹤0.01%	2335
2018 Q4	–	Sell	-10	Closed	-$1K	–	2446
2018 Q3	$1K	Buy	+10	New	+$1.01K	﹤0.01%	2361

Other funds holding MSA

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

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Geneos Wealth Management sold out of Mine Safety (MSA) in Q3 2025, closing a stake of 48 shares — an estimated $8.04K sold.

Geneos Wealth Management first reported a position in MSA in Q3 2018 and held it in 18 quarters. The position peaked at $21.4K in Q1 2025. 405 funds tracked by Wall St. Rank hold MSA as of Q3 2025.

Geneos Wealth Management reported no remaining Mine Safety position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 48 Mine Safety shares in Q3 2025, an estimated $8.04K.
Geneos Wealth Management first reported a position in Mine Safety in Q3 2018 and held it in 18 quarters.
Geneos Wealth Management's Mine Safety position peaked at $21.4K in Q1 2025.
405 funds tracked by Wall St. Rank held Mine Safety as of Q3 2025.

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