GWM
SARO

Geneos Wealth Management’s StandardAero Inc SARO Stock Holding History

Geneos Wealth Management’s Portfolio SARO Stock Details SARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25
Closed -$619 – 3178
2024
Q4 		$619 Buy
+25
New +$724 ﹤0.01% 2857

Other funds holding SARO

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geneos Wealth Management's SARO Position: Q1 2025 in Review

Geneos Wealth Management sold out of StandardAero Inc (SARO) in Q1 2025, closing a stake of 25 shares — an estimated $619 sold.

Geneos Wealth Management first reported a position in SARO in Q4 2024 and held it in 1 quarter. The position peaked at $619 in Q4 2024. 205 funds tracked by Wall St. Rank hold SARO as of Q1 2025.

  • Geneos Wealth Management reported no remaining StandardAero Inc position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 25 StandardAero Inc shares in Q1 2025, an estimated $619.
  • Geneos Wealth Management first reported a position in StandardAero Inc in Q4 2024 and held it in 1 quarter.
  • Geneos Wealth Management's StandardAero Inc position peaked at $619 in Q4 2024.
  • 205 funds tracked by Wall St. Rank held StandardAero Inc as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.