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	Sell	41 -82	-67%	-$5.56K	﹤0.01%	2703
2025 Q1	$7.06K	Buy	123 +62	+102%	+$4.48K	﹤0.01%	2673
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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 $7.06K in Q1 2025. 450 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 $7.06K in Q1 2025.
450 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.