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Geneos Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Geneos Wealth Management’s Portfolio SHG Stock Details SHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-440
Closed -$19.9K – 3067
2025
Q2 		$19.9K Hold
440
– – ﹤0.01% 2034
2025
Q1 		$14.1K Buy
440
+321
+270% +$10.8K ﹤0.01% 2103
2024
Q4 		$3.91K Buy
119
+35
+42% +$1.35K ﹤0.01% 2410
2024
Q3 		$3.56K Buy
+84
New +$3.44K ﹤0.01% 2168
2021
Q2 		– Sell
-45
Closed -$1K – 3078
2021
Q1 		$1K Buy
+45
New +$1.36K ﹤0.01% 3056

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

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

Geneos Wealth Management sold out of Shinhan Financial Group (SHG) in Q3 2025, closing a stake of 440 shares — an estimated $19.9K sold.

Geneos Wealth Management first reported a position in SHG in Q1 2021 and held it in 5 quarters. The position peaked at $19.9K in Q2 2025. 239 funds tracked by Wall St. Rank hold SHG as of Q3 2025.

  • Geneos Wealth Management reported no remaining Shinhan Financial Group position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 440 Shinhan Financial Group shares in Q3 2025, an estimated $19.9K.
  • Geneos Wealth Management first reported a position in Shinhan Financial Group in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's Shinhan Financial Group position peaked at $19.9K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2025.

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