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	Hold	168	–	–	﹤0.01%	2576
2025 Q1	$4.57K	Buy	168 +137	+442%	+$3.83K	﹤0.01%	2542
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $7K in Q2 2021. 608 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 $7K in Q2 2021.
608 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.