Geneos Wealth Management’s REV Group REVG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20	Closed	-$952	–	3029
2025 Q2	$952	Buy	+20	New	+$744	﹤0.01%	2994
2022 Q2	–	Sell	-200	Closed	-$2K	–	2753
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	2568
2021 Q4	$2K	Hold	200	–	–	﹤0.01%	2603
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	2589
2021 Q2	$3K	Hold	200	–	–	﹤0.01%	2594
2021 Q1	$3K	Hold	200	–	–	﹤0.01%	2817
2020 Q4	$3K	Buy	+200	New	+$1.78K	﹤0.01%	2640

Other funds holding REVG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Geneos Wealth Management sold out of REV Group (REVG) in Q3 2025, closing a stake of 20 shares — an estimated $952 sold.

Geneos Wealth Management first reported a position in REVG in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 294 funds tracked by Wall St. Rank hold REVG as of Q3 2025.

Geneos Wealth Management reported no remaining REV Group position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 20 REV Group shares in Q3 2025, an estimated $952.
Geneos Wealth Management first reported a position in REV Group in Q4 2020 and held it in 7 quarters.
Geneos Wealth Management's REV Group position peaked at $3K in Q3 2021.
294 funds tracked by Wall St. Rank held REV Group as of Q3 2025.

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