GWM
PRIM icon

Geneos Wealth Management’s Primoris Services PRIM Stock Holding History

Geneos Wealth Management’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-41
Closed -$3.2K – 3007
2025
Q2 		$3.2K Hold
41
– – ﹤0.01% 2703
2025
Q1 		$2.35K Sell
41
-20
-33% -$1.45K ﹤0.01% 2718
2024
Q4 		$4.66K Hold
61
– – ﹤0.01% 2360
2024
Q3 		$3.54K Buy
+61
New +$3.25K ﹤0.01% 2169
2018
Q1 		– Sell
-97
Closed -$2K – 2225
2017
Q4 		$2K Hold
97
– – ﹤0.01% 2049
2017
Q3 		$2K Hold
97
– – ﹤0.01% 1994
2017
Q2 		$2K Hold
97
– – ﹤0.01% 1948
2017
Q1 		$2K Sell
97
-110
-53% -$2.64K ﹤0.01% 1915
2016
Q4 		$4K Hold
207
– – ﹤0.01% 1700
2016
Q3 		$4K Buy
+207
New +$3.91K ﹤0.01% 1642

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Geneos Wealth Management sold out of Primoris Services (PRIM) in Q3 2025, closing a stake of 41 shares — an estimated $3.2K sold.

Geneos Wealth Management first reported a position in PRIM in Q3 2016 and held it in 10 quarters. The position peaked at $4.66K in Q4 2024. 451 funds tracked by Wall St. Rank hold PRIM as of Q3 2025.

  • Geneos Wealth Management reported no remaining Primoris Services position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 41 Primoris Services shares in Q3 2025, an estimated $3.2K.
  • Geneos Wealth Management first reported a position in Primoris Services in Q3 2016 and held it in 10 quarters.
  • Geneos Wealth Management's Primoris Services position peaked at $4.66K in Q4 2024.
  • 451 funds tracked by Wall St. Rank held Primoris Services as of Q3 2025.

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