Geneos Wealth Management’s Sylvamo SLVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.66K	Buy	63 +11	+21%	+$515	﹤0.01%	2273
2025 Q4	$2.5K	Hold	52	–	–	﹤0.01%	2285
2025 Q3	$2.3K	Sell	52 -239	-82%	-$11.1K	﹤0.01%	2296
2025 Q2	$14.6K	Sell	291 -503	-63%	-$28.3K	﹤0.01%	2167
2025 Q1	$53.3K	Buy	794 +564	+245%	+$41.1K	﹤0.01%	1894
2024 Q4	$18.2K	Hold	230	–	–	﹤0.01%	1769
2024 Q3	$19.7K	Buy	230 +149	+184%	+$11.1K	﹤0.01%	1560
2024 Q2	$5.56K	Hold	81	–	–	﹤0.01%	1696
2024 Q1	$5K	Hold	81	–	–	﹤0.01%	1708
2023 Q4	$3.98K	Hold	81	–	–	﹤0.01%	1778
2023 Q3	$3.56K	Sell	81 -31	-28%	-$1.33K	﹤0.01%	1832
2023 Q2	$4.53K	Hold	112	–	–	﹤0.01%	1764
2023 Q1	$5.18K	Hold	112	–	–	﹤0.01%	1718
2022 Q4	$5.44K	Sell	112 -54	-33%	-$2.59K	﹤0.01%	1688
2022 Q3	$5K	Sell	166 -56	-25%	-$2.13K	﹤0.01%	1700
2022 Q2	$7K	Sell	222 -3	-1%	-$126	﹤0.01%	2099
2022 Q1	$7K	Buy	+225	New	+$7.47K	﹤0.01%	2246

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM