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Geneos Wealth Management’s Saia SAIA Stock Holding History

Geneos Wealth Management’s Portfolio SAIA Stock Details SAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2
Closed -$548 – 3051
2025
Q2 		$548 Buy
+2
New +$570 ﹤0.01% 3096
2021
Q2 		– Sell
-22
Closed -$5K – 3073
2021
Q1 		$5K Buy
+22
New +$4.48K ﹤0.01% 2669

Other funds holding SAIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Geneos Wealth Management sold out of Saia (SAIA) in Q3 2025, closing a stake of 2 shares — an estimated $548 sold.

Geneos Wealth Management first reported a position in SAIA in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 423 funds tracked by Wall St. Rank hold SAIA as of Q3 2025.

  • Geneos Wealth Management reported no remaining Saia position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2 Saia shares in Q3 2025, an estimated $548.
  • Geneos Wealth Management first reported a position in Saia in Q1 2021 and held it in 2 quarters.
  • Geneos Wealth Management's Saia position peaked at $5K in Q1 2021.
  • 423 funds tracked by Wall St. Rank held Saia as of Q3 2025.

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