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Geneos Wealth Management’s Stepan Co SCL Stock Holding History

Geneos Wealth Management’s Portfolio SCL Stock Details SCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17
Closed -$928 – 3056
2025
Q2 		$928 Buy
+17
New +$898 ﹤0.01% 3008

Other funds holding SCL

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geneos Wealth Management sold out of Stepan Co (SCL) in Q3 2025, closing a stake of 17 shares — an estimated $928 sold.

Geneos Wealth Management first reported a position in SCL in Q2 2025 and held it in 1 quarter. The position peaked at $928 in Q2 2025. 204 funds tracked by Wall St. Rank hold SCL as of Q3 2025.

  • Geneos Wealth Management reported no remaining Stepan Co position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 17 Stepan Co shares in Q3 2025, an estimated $928.
  • Geneos Wealth Management first reported a position in Stepan Co in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Stepan Co position peaked at $928 in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Stepan Co as of Q3 2025.

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