Geneos Wealth Management’s Schneider National SNDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-709	Closed	-$17.1K	–	3084
2025 Q2	$17.1K	Sell	709 -1,647	-70%	-$38.3K	﹤0.01%	2103
2025 Q1	$53.8K	Buy	2,356 +2,108	+850%	+$57.1K	﹤0.01%	1887
2024 Q4	$7.26K	Buy	248 +17	+7%	+$506	﹤0.01%	2187
2024 Q3	$6.59K	Buy	+231	New	+$6.11K	﹤0.01%	1980
2024 Q2	–	Sell	-42	Closed	-$951	–	2169
2024 Q1	$951	Buy	+42	New	+$996	﹤0.01%	2029
2022 Q4	–	Sell	-100	Closed	-$2K	–	2087
2022 Q3	$2K	Buy	+100	New	+$2.32K	﹤0.01%	1866
2021 Q2	–	Sell	-2,094	Closed	-$50K	–	3090
2021 Q1	$50K	Buy	+2,094	New	+$49K	﹤0.01%	1638

Other funds holding SNDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Geneos Wealth Management sold out of Schneider National (SNDR) in Q3 2025, closing a stake of 709 shares — an estimated $17.1K sold.

Geneos Wealth Management first reported a position in SNDR in Q1 2021 and held it in 7 quarters. The position peaked at $53.8K in Q1 2025. 286 funds tracked by Wall St. Rank hold SNDR as of Q3 2025.

Geneos Wealth Management reported no remaining Schneider National position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 709 Schneider National shares in Q3 2025, an estimated $17.1K.
Geneos Wealth Management first reported a position in Schneider National in Q1 2021 and held it in 7 quarters.
Geneos Wealth Management's Schneider National position peaked at $53.8K in Q1 2025.
286 funds tracked by Wall St. Rank held Schneider National as of Q3 2025.

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