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Geneos Wealth Management’s Sotera Health SHC Stock Holding History

Geneos Wealth Management’s Portfolio SHC Stock Details SHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-73
Closed -$812 – 3066
2025
Q2 		$812 Hold
73
– – ﹤0.01% 3037
2025
Q1 		$2.55K Hold
73
– – ﹤0.01% 2931
2024
Q4 		$999 Hold
73
– – ﹤0.01% 2768
2024
Q3 		$1.22K Buy
+73
New +$1.07K ﹤0.01% 2402

Other funds holding SHC

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Sotera Health (SHC) in Q3 2025, closing a stake of 73 shares — an estimated $812 sold.

Geneos Wealth Management first reported a position in SHC in Q3 2024 and held it in 4 quarters. The position peaked at $2.55K in Q1 2025. 244 funds tracked by Wall St. Rank hold SHC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Sotera Health position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 73 Sotera Health shares in Q3 2025, an estimated $812.
  • Geneos Wealth Management first reported a position in Sotera Health in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Sotera Health position peaked at $2.55K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Sotera Health as of Q3 2025.

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