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Geneos Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

Geneos Wealth Management’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-81
Closed -$2.19K – 3211
2025
Q1 		$2.19K Buy
+81
New +$798 ﹤0.01% 2959

Other funds holding SBH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geneos Wealth Management's SBH Position: Q2 2025 in Review

Geneos Wealth Management sold out of Sally Beauty Holdings (SBH) in Q2 2025, closing a stake of 81 shares — an estimated $2.19K sold.

Geneos Wealth Management first reported a position in SBH in Q1 2025 and held it in 1 quarter. The position peaked at $2.19K in Q1 2025. 234 funds tracked by Wall St. Rank hold SBH as of Q2 2025.

  • Geneos Wealth Management reported no remaining Sally Beauty Holdings position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 81 Sally Beauty Holdings shares in Q2 2025, an estimated $2.19K.
  • Geneos Wealth Management first reported a position in Sally Beauty Holdings in Q1 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Sally Beauty Holdings position peaked at $2.19K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.