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Geneos Wealth Management’s PBF Energy PBF Stock Holding History

Geneos Wealth Management’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-61
Closed -$1.32K – 2985
2025
Q2 		$1.32K Hold
61
– – ﹤0.01% 2909
2025
Q1 		$1.16K Buy
+61
New +$1.52K ﹤0.01% 2901

Other funds holding PBF

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Vanguard Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 PBF Position: Q3 2025 in Review

Geneos Wealth Management sold out of PBF Energy (PBF) in Q3 2025, closing a stake of 61 shares — an estimated $1.32K sold.

Geneos Wealth Management first reported a position in PBF in Q1 2025 and held it in 2 quarters. The position peaked at $1.32K in Q2 2025. 348 funds tracked by Wall St. Rank hold PBF as of Q3 2025.

  • Geneos Wealth Management reported no remaining PBF Energy position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 61 PBF Energy shares in Q3 2025, an estimated $1.32K.
  • Geneos Wealth Management first reported a position in PBF Energy in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's PBF Energy position peaked at $1.32K in Q2 2025.
  • 348 funds tracked by Wall St. Rank held PBF Energy as of Q3 2025.

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