GWM
OAKM

Geneos Wealth Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Geneos Wealth Management’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-786
Closed -$19.2K – 3252
2025
Q1 		$19.2K Buy
+786
New +$19.3K ﹤0.01% 2325

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $157M AUM 18.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geneos Wealth Management's OAKM Position: Q2 2025 in Review

Geneos Wealth Management sold out of Oakmark U.S. Large Cap ETF (OAKM) in Q2 2025, closing a stake of 786 shares — an estimated $19.2K sold.

Geneos Wealth Management first reported a position in OAKM in Q1 2025 and held it in 1 quarter. The position peaked at $19.2K in Q1 2025. 50 funds tracked by Wall St. Rank hold OAKM as of Q2 2025.

  • Geneos Wealth Management reported no remaining Oakmark U.S. Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 786 Oakmark U.S. Large Cap ETF shares in Q2 2025, an estimated $19.2K.
  • Geneos Wealth Management first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Oakmark U.S. Large Cap ETF position peaked at $19.2K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.