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Geneos Wealth Management’s Patrick Industries PATK Stock Holding History

Geneos Wealth Management’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-61
Closed -$5.63K – 2983
2025
Q2 		$5.63K Buy
61
+2
+3% +$170 ﹤0.01% 2540
2025
Q1 		$4.99K Buy
59
+22
+59% +$1.98K ﹤0.01% 2516
2024
Q4 		$3.07K Buy
+37
New +$3.3K ﹤0.01% 2478
2021
Q2 		– Sell
-69
Closed -$4K – 3043
2021
Q1 		$4K Buy
+69
New +$3.61K ﹤0.01% 2734
2020
Q2 		– Sell
-750
Closed -$14K – 2605
2020
Q1 		$14K Buy
+750
New +$23.9K ﹤0.01% 1657

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geneos Wealth Management sold out of Patrick Industries (PATK) in Q3 2025, closing a stake of 61 shares — an estimated $5.63K sold.

Geneos Wealth Management first reported a position in PATK in Q1 2020 and held it in 5 quarters. The position peaked at $14K in Q1 2020. 329 funds tracked by Wall St. Rank hold PATK as of Q3 2025.

  • Geneos Wealth Management reported no remaining Patrick Industries position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 61 Patrick Industries shares in Q3 2025, an estimated $5.63K.
  • Geneos Wealth Management first reported a position in Patrick Industries in Q1 2020 and held it in 5 quarters.
  • Geneos Wealth Management's Patrick Industries position peaked at $14K in Q1 2020.
  • 329 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2025.

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