GWM
S icon

Geneos Wealth Management’s SentinelOne S Stock Holding History

Geneos Wealth Management’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.34K Hold
725
– – ﹤0.01% 2005
2025
Q4 		$10.9K Hold
725
– – ﹤0.01% 1940
2025
Q3 		$12.8K Sell
725
-40
-5% -$718 ﹤0.01% 1881
2025
Q2 		$14K Sell
765
-383
-33% -$7.01K ﹤0.01% 2185
2025
Q1 		$20.9K Buy
1,148
+379
+49% +$8.22K ﹤0.01% 2299
2024
Q4 		$17.1K Buy
769
+44
+6% +$1.12K ﹤0.01% 1808
2024
Q3 		$17.3K Hold
725
– – ﹤0.01% 1611
2024
Q2 		$15.3K Hold
725
– – ﹤0.01% 1428
2024
Q1 		$16.9K Buy
725
+500
+222% +$13.1K ﹤0.01% 1415
2023
Q4 		$6.17K Hold
225
– – ﹤0.01% 1676
2023
Q3 		$3.79K Hold
225
– – ﹤0.01% 1818
2023
Q2 		$3.4K Buy
+225
New +$3.81K ﹤0.01% 1831

Other funds holding S

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return