Geneos Wealth Management’s SharkNinja SN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-280	Closed	-$28.9K	–	2548
2025 Q3	$28.9K	Buy	+280	New	+$32K	﹤0.01%	1589

Other funds holding SN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Geneos Wealth Management's SN Position: Q4 2025 in Review

Geneos Wealth Management sold out of SharkNinja (SN) in Q4 2025, closing a stake of 280 shares — an estimated $28.9K sold.

Geneos Wealth Management first reported a position in SN in Q3 2025 and held it in 1 quarter. The position peaked at $28.9K in Q3 2025. 429 funds tracked by Wall St. Rank hold SN as of Q4 2025.

Geneos Wealth Management reported no remaining SharkNinja position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 280 SharkNinja shares in Q4 2025, an estimated $28.9K.
Geneos Wealth Management first reported a position in SharkNinja in Q3 2025 and held it in 1 quarter.
Geneos Wealth Management's SharkNinja position peaked at $28.9K in Q3 2025.
429 funds tracked by Wall St. Rank held SharkNinja as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.