GWM
SF

Geneos Wealth Management’s Stifel SF Stock Holding History

Geneos Wealth Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-120
Closed -$8.3K – 3063
2025
Q2 		$8.3K Buy
120
+10
+9% +$614 ﹤0.01% 2394
2025
Q1 		$20.6K Sell
110
-1
-0.9% -$70 ﹤0.01% 2304
2024
Q4 		$7.85K Buy
111
+10
+10% +$714 ﹤0.01% 2156
2024
Q3 		$6.29K Buy
+101
New +$5.76K ﹤0.01% 1993
2024
Q2 		– Sell
-45
Closed -$2.35K – 2164
2024
Q1 		$2.35K Buy
+45
New +$2.22K ﹤0.01% 1873
2020
Q1 		– Sell
-146
Closed -$4K – 2590
2019
Q4 		$4K Hold
146
– – ﹤0.01% 2256
2019
Q3 		$3K Hold
146
– – ﹤0.01% 2247
2019
Q2 		$3K Hold
146
– – ﹤0.01% 2253
2019
Q1 		$3K Sell
146
-176
-55% -$3.99K ﹤0.01% 2181
2018
Q4 		$5K Sell
322
-841
-72% -$17.4K ﹤0.01% 2000
2018
Q3 		$26K Hold
1,163
– – ﹤0.01% 1464
2018
Q2 		$27K Sell
1,163
-219
-16% -$5.7K ﹤0.01% 1334
2018
Q1 		$36K Hold
1,382
– – ﹤0.01% 1149
2017
Q4 		$36K Buy
1,382
+160
+13% +$3.92K ﹤0.01% 1152
2017
Q3 		$29K Hold
1,222
– – ﹤0.01% 1189
2017
Q2 		$24K Sell
1,222
-38
-3% -$780 ﹤0.01% 1208
2017
Q1 		$28K Hold
1,260
– – ﹤0.01% 1116
2016
Q4 		$27K Buy
1,260
+612
+94% +$12.3K ﹤0.01% 1068
2016
Q3 		$11K Buy
+648
New +$10.4K ﹤0.01% 1340

Other funds holding SF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Geneos Wealth Management sold out of Stifel (SF) in Q3 2025, closing a stake of 120 shares — an estimated $8.3K sold.

Geneos Wealth Management first reported a position in SF in Q3 2016 and held it in 19 quarters. The position peaked at $36K in Q1 2018. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • Geneos Wealth Management reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 120 Stifel shares in Q3 2025, an estimated $8.3K.
  • Geneos Wealth Management first reported a position in Stifel in Q3 2016 and held it in 19 quarters.
  • Geneos Wealth Management's Stifel position peaked at $36K in Q1 2018.
  • 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

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