GWM
OXM icon

Geneos Wealth Management’s Oxford Industries OXM Stock Holding History

Geneos Wealth Management’s Portfolio OXM Stock Details OXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-29
Closed -$1.17K – 2980
2025
Q2 		$1.17K Buy
29
+10
+53% +$503 ﹤0.01% 2939
2025
Q1 		$1.11K Sell
19
-9
-32% -$647 ﹤0.01% 2913
2024
Q4 		$2.21K Buy
28
+12
+75% +$941 ﹤0.01% 2567
2024
Q3 		$1.39K Buy
+16
New +$1.47K ﹤0.01% 2378
2017
Q1 		– Sell
-35
Closed -$2K – 2115
2016
Q4 		$2K Hold
35
– – ﹤0.01% 1887
2016
Q3 		$2K Buy
+35
New +$2.19K ﹤0.01% 1798

Other funds holding OXM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Geneos Wealth Management sold out of Oxford Industries (OXM) in Q3 2025, closing a stake of 29 shares — an estimated $1.17K sold.

Geneos Wealth Management first reported a position in OXM in Q3 2016 and held it in 6 quarters. The position peaked at $2.21K in Q4 2024. 212 funds tracked by Wall St. Rank hold OXM as of Q3 2025.

  • Geneos Wealth Management reported no remaining Oxford Industries position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 29 Oxford Industries shares in Q3 2025, an estimated $1.17K.
  • Geneos Wealth Management first reported a position in Oxford Industries in Q3 2016 and held it in 6 quarters.
  • Geneos Wealth Management's Oxford Industries position peaked at $2.21K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held Oxford Industries as of Q3 2025.

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