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	Sell	755 -1,288	-63%	-$39.4K	﹤0.01%	1928
2025 Q1	$60K	Buy	2,043 +1,510	+283%	+$44.2K	﹤0.01%	1822
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	–	2504
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return