Geneos Wealth Management’s Power Integrations POWI Stock Holding History

Geneos Wealth Management’s Portfolio POWI Stock Details POWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-429	Closed	-$24K	–	3002
2025 Q2	$24K	Sell	429 -1,003	-70%	-$51.5K	﹤0.01%	1945
2025 Q1	$72.3K	Buy	1,432 +1,339	+1,440%	+$80.1K	﹤0.01%	1730
2024 Q4	$5.74K	Buy	93 +20	+27%	+$1.27K	﹤0.01%	2285
2024 Q3	$4.68K	Buy	+73	New	+$4.82K	﹤0.01%	2090
2020 Q1	–	Sell	-90	Closed	-$4K	–	2578
2019 Q4	$4K	Hold	90	–	–	﹤0.01%	2245
2019 Q3	$4K	Hold	90	–	–	﹤0.01%	2163
2019 Q2	$3K	Hold	90	–	–	﹤0.01%	2244
2019 Q1	$3K	Hold	90	–	–	﹤0.01%	2171
2018 Q4	$2K	Hold	90	–	–	﹤0.01%	2223
2018 Q3	$2K	Hold	90	–	–	﹤0.01%	2278
2018 Q2	$3K	Hold	90	–	–	﹤0.01%	2054
2018 Q1	$3K	Hold	90	–	–	﹤0.01%	1965
2017 Q4	$3K	Hold	90	–	–	﹤0.01%	1953
2017 Q3	$3K	Hold	90	–	–	﹤0.01%	1906
2017 Q2	$3K	Hold	90	–	–	﹤0.01%	1857
2017 Q1	$2K	Hold	90	–	–	﹤0.01%	1914
2016 Q4	$3K	Hold	90	–	–	﹤0.01%	1779
2016 Q3	$2K	Buy	+90	New	+$2.56K	﹤0.01%	1800
2016 Q2	–	Sell	-42	Closed	-$1K	–	1835
2016 Q1	$1K	Buy	+42	New	+$967	﹤0.01%	1742

Other funds holding POWI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

Geneos Wealth Management sold out of Power Integrations (POWI) in Q3 2025, closing a stake of 429 shares — an estimated $24K sold.

Geneos Wealth Management first reported a position in POWI in Q1 2016 and held it in 19 quarters. The position peaked at $72.3K in Q1 2025. 315 funds tracked by Wall St. Rank hold POWI as of Q3 2025.

Geneos Wealth Management reported no remaining Power Integrations position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 429 Power Integrations shares in Q3 2025, an estimated $24K.
Geneos Wealth Management first reported a position in Power Integrations in Q1 2016 and held it in 19 quarters.
Geneos Wealth Management's Power Integrations position peaked at $72.3K in Q1 2025.
315 funds tracked by Wall St. Rank held Power Integrations as of Q3 2025.

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