Geneos Wealth Management’s RXO RXO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,589	Closed	-$25K	–	3047
2025 Q2	$25K	Hold	1,589	–	–	﹤0.01%	1924
2025 Q1	$30.4K	Buy	+1,589	New	+$34.8K	﹤0.01%	1729

Other funds holding RXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of RXO (RXO) in Q3 2025, closing a stake of 1,589 shares — an estimated $25K sold.

Geneos Wealth Management first reported a position in RXO in Q1 2025 and held it in 2 quarters. The position peaked at $30.4K in Q1 2025. 266 funds tracked by Wall St. Rank hold RXO as of Q3 2025.

Geneos Wealth Management reported no remaining RXO position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 1,589 RXO shares in Q3 2025, an estimated $25K.
Geneos Wealth Management first reported a position in RXO in Q1 2025 and held it in 2 quarters.
Geneos Wealth Management's RXO position peaked at $30.4K in Q1 2025.
266 funds tracked by Wall St. Rank held RXO as of Q3 2025.

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