GWM
OPLN

Geneos Wealth Management’s Openlane OPLN Stock Holding History

Geneos Wealth Management’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-48
Closed -$1.17K – 2848
2025
Q2 		$1.17K Hold
48
– – ﹤0.01% 2937
2025
Q1 		$2.78K Hold
48
– – ﹤0.01% 2908
2024
Q4 		$952 Hold
48
– – ﹤0.01% 2779
2024
Q3 		$810 Buy
+48
New +$822 ﹤0.01% 2483
2021
Q2 		– Sell
-264
Closed -$3K – 2991
2021
Q1 		$3K Buy
+264
New +$4.5K ﹤0.01% 2803
2020
Q1 		– Sell
-750
Closed -$16K – 2549
2019
Q4 		$16K Buy
+750
New +$17.1K ﹤0.01% 1785
2019
Q3 		– Sell
-88
Closed -$2K – 2518
2019
Q2 		$2K Sell
88
-144
-62% -$3.1K ﹤0.01% 2314
2019
Q1 		$4K Hold
232
– – ﹤0.01% 2093
2018
Q4 		$4K Buy
+232
New +$4.81K ﹤0.01% 2049

Other funds holding OPLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geneos Wealth Management sold out of Openlane (OPLN) in Q3 2025, closing a stake of 48 shares — an estimated $1.17K sold.

Geneos Wealth Management first reported a position in OPLN in Q4 2018 and held it in 9 quarters. The position peaked at $16K in Q4 2019. 291 funds tracked by Wall St. Rank hold OPLN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Openlane position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 48 Openlane shares in Q3 2025, an estimated $1.17K.
  • Geneos Wealth Management first reported a position in Openlane in Q4 2018 and held it in 9 quarters.
  • Geneos Wealth Management's Openlane position peaked at $16K in Q4 2019.
  • 291 funds tracked by Wall St. Rank held Openlane as of Q3 2025.

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