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Geneos Wealth Management’s SLM Corp SLM Stock Holding History

Geneos Wealth Management’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-755
Closed -$24.8K – 3077
2025
Q2 		$24.8K Hold
755
– – ﹤0.01% 1928
2025
Q1 		$22.2K Buy
755
+222
+42% +$6.49K ﹤0.01% 1907
2024
Q4 		$14.7K Sell
533
-158
-23% -$3.91K ﹤0.01% 1877
2024
Q3 		$15.8K Buy
+691
New +$14.9K ﹤0.01% 1649
2022
Q3 		– Sell
-100
Closed -$1K – 2503
2022
Q2 		$1K Hold
100
– – ﹤0.01% 2538
2022
Q1 		$1K Hold
100
– – ﹤0.01% 2692
2021
Q4 		$1K Sell
100
-430
-81% -$7.88K ﹤0.01% 2710
2021
Q3 		$9K Hold
530
– – ﹤0.01% 2267
2021
Q2 		$11K Hold
530
– – ﹤0.01% 2176
2021
Q1 		$10K Sell
530
-447
-46% -$6.78K ﹤0.01% 2393
2020
Q4 		$17K Sell
977
-2,170
-69% -$22.8K ﹤0.01% 2007
2020
Q3 		$24K Buy
3,147
+1,242
+65% +$9.08K ﹤0.01% 1581
2020
Q2 		$12K Hold
1,905
– – ﹤0.01% 1852
2020
Q1 		$13K Hold
1,905
– – ﹤0.01% 1705
2019
Q4 		$17K Hold
1,905
– – ﹤0.01% 1762
2019
Q3 		$17K Hold
1,905
– – ﹤0.01% 1688
2019
Q2 		$18K Hold
1,905
– – ﹤0.01% 1690
2019
Q1 		$18K Buy
1,905
+1,475
+343% +$15.3K ﹤0.01% 1628
2018
Q4 		$3K Buy
+430
New +$4.28K ﹤0.01% 2135

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Geneos Wealth Management sold out of SLM Corp (SLM) in Q3 2025, closing a stake of 755 shares — an estimated $24.8K sold.

Geneos Wealth Management first reported a position in SLM in Q4 2018 and held it in 19 quarters. The position peaked at $24.8K in Q2 2025. 394 funds tracked by Wall St. Rank hold SLM as of Q3 2025.

  • Geneos Wealth Management reported no remaining SLM Corp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 755 SLM Corp shares in Q3 2025, an estimated $24.8K.
  • Geneos Wealth Management first reported a position in SLM Corp in Q4 2018 and held it in 19 quarters.
  • Geneos Wealth Management's SLM Corp position peaked at $24.8K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held SLM Corp as of Q3 2025.

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