Geneos Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Geneos Wealth Management’s Portfolio SITE Stock Details SITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-49	Closed	-$5.93K	–	3070
2025 Q2	$5.93K	Hold	49	–	–	﹤0.01%	2520
2025 Q1	$5.95K	Hold	49	–	–	﹤0.01%	2459
2024 Q4	$6.46K	Hold	49	–	–	﹤0.01%	2226
2024 Q3	$7.39K	Buy	+49	New	+$6.72K	﹤0.01%	1939
2022 Q3	–	Sell	-19	Closed	-$2K	–	2502
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	2423
2022 Q1	$3K	Hold	19	–	–	﹤0.01%	2489
2021 Q4	$4K	Hold	19	–	–	﹤0.01%	2483
2021 Q3	$3K	Buy	19 +1	+6%	+$189	﹤0.01%	2593
2021 Q2	$3K	Sell	18 -1,199	-99%	-$210K	﹤0.01%	2598
2021 Q1	$218K	Buy	1,217 +114	+10%	+$18.9K	0.01%	930
2020 Q4	$3K	Buy	1,103 +985	+835%	+$135K	﹤0.01%	2643
2020 Q3	$13K	Buy	118 +18	+18%	+$2.16K	﹤0.01%	1862
2020 Q2	$10K	Hold	100	–	–	﹤0.01%	1924
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	1950
2019 Q4	$9K	Hold	100	–	–	﹤0.01%	2014
2019 Q3	$7K	Hold	100	–	–	﹤0.01%	2021
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	2085
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	2056
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	2001
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	1983
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	1797
2018 Q1	$7K	Hold	100	–	–	﹤0.01%	1778
2017 Q4	$7K	Hold	100	–	–	﹤0.01%	1745
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	1767
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	1729
2017 Q1	$4K	Buy	+100	New	+$3.99K	﹤0.01%	1755

Other funds holding SITE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Geneos Wealth Management sold out of SiteOne Landscape Supply (SITE) in Q3 2025, closing a stake of 49 shares — an estimated $5.93K sold.

Geneos Wealth Management first reported a position in SITE in Q1 2017 and held it in 26 quarters. The position peaked at $218K in Q1 2021. 398 funds tracked by Wall St. Rank hold SITE as of Q3 2025.

Geneos Wealth Management reported no remaining SiteOne Landscape Supply position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 49 SiteOne Landscape Supply shares in Q3 2025, an estimated $5.93K.
Geneos Wealth Management first reported a position in SiteOne Landscape Supply in Q1 2017 and held it in 26 quarters.
Geneos Wealth Management's SiteOne Landscape Supply position peaked at $218K in Q1 2021.
398 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2025.

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