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Geneos Wealth Management’s News Corp Class A NWSA Stock Holding History

Geneos Wealth Management’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-168
Closed -$4.99K – 2964
2025
Q2 		$4.99K Sell
168
-199
-54% -$5.47K ﹤0.01% 2576
2025
Q1 		$9.99K Buy
367
+336
+1,084% +$9.4K ﹤0.01% 2567
2024
Q4 		$854 Hold
31
– – ﹤0.01% 2805
2024
Q3 		$826 Buy
+31
New +$842 ﹤0.01% 2479
2021
Q3 		– Sell
-279
Closed -$7K – 2885
2021
Q2 		$7K Buy
+279
New +$7.36K ﹤0.01% 2342
2021
Q1 		– Sell
-48
Closed -$1K – 3146
2020
Q4 		$1K Buy
+48
New +$774 ﹤0.01% 2815
2020
Q2 		– Sell
-196
Closed -$1K – 2602
2020
Q1 		$1K Buy
+196
New +$2.47K ﹤0.01% 2401

Other funds holding NWSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Geneos Wealth Management sold out of News Corp Class A (NWSA) in Q3 2025, closing a stake of 168 shares — an estimated $4.99K sold.

Geneos Wealth Management first reported a position in NWSA in Q1 2020 and held it in 7 quarters. The position peaked at $9.99K in Q1 2025. 607 funds tracked by Wall St. Rank hold NWSA as of Q3 2025.

  • Geneos Wealth Management reported no remaining News Corp Class A position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 168 News Corp Class A shares in Q3 2025, an estimated $4.99K.
  • Geneos Wealth Management first reported a position in News Corp Class A in Q1 2020 and held it in 7 quarters.
  • Geneos Wealth Management's News Corp Class A position peaked at $9.99K in Q1 2025.
  • 607 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2025.

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