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Geneos Wealth Management’s Phinia Inc PHIN Stock Holding History

Geneos Wealth Management’s Portfolio PHIN Stock Details PHIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-84
Closed -$3.74K – 2992
2025
Q2 		$3.74K Sell
84
-213
-72% -$8.99K ﹤0.01% 2652
2025
Q1 		$12.6K Buy
297
+199
+203% +$9.53K ﹤0.01% 2498
2024
Q4 		$4.72K Buy
+98
New +$4.84K ﹤0.01% 2353

Other funds holding PHIN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management sold out of Phinia Inc (PHIN) in Q3 2025, closing a stake of 84 shares — an estimated $3.74K sold.

Geneos Wealth Management first reported a position in PHIN in Q4 2024 and held it in 3 quarters. The position peaked at $12.6K in Q1 2025. 355 funds tracked by Wall St. Rank hold PHIN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Phinia Inc position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 84 Phinia Inc shares in Q3 2025, an estimated $3.74K.
  • Geneos Wealth Management first reported a position in Phinia Inc in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Phinia Inc position peaked at $12.6K in Q1 2025.
  • 355 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2025.

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