Geneos Wealth Management’s StoneX SNEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.2K	Hold	231	–	–	﹤0.01%	1836
2026 Q1	$12.4K	Sell	231 -1	-0.4%	-$51	﹤0.01%	1927
2025 Q4	$9.8K	Hold	232	–	–	﹤0.01%	1972
2025 Q3	$10.4K	Sell	232 -74	-24%	-$3.14K	﹤0.01%	1949
2025 Q2	$12.4K	Buy	306 +74	+32%	+$2.78K	﹤0.01%	2235
2025 Q1	$7.87K	Sell	232 -1	-0.4%	-$34	﹤0.01%	2357
2024 Q4	$6.76K	Hold	233	–	–	﹤0.01%	2210
2024 Q3	$5.65K	Hold	233	–	–	﹤0.01%	2037
2024 Q2	$5.2K	Hold	233	–	–	﹤0.01%	1717
2024 Q1	$4.85K	Hold	233	–	–	﹤0.01%	1715
2023 Q4	$5.09K	Hold	233	–	–	﹤0.01%	1723
2023 Q3	$4.46K	Hold	233	–	–	﹤0.01%	1777
2023 Q2	$3.82K	Buy	+233	New	+$4.16K	﹤0.01%	1808
2022 Q3	–	Sell	-76	Closed	-$1K	–	2510
2022 Q2	$1K	Hold	76	–	–	﹤0.01%	2541
2022 Q1	$1K	Sell	76 -76	-50%	-$1.06K	﹤0.01%	2695
2021 Q4	$1K	Sell	152 -157	-51%	-$2.06K	﹤0.01%	2713
2021 Q3	$4K	Sell	309 -233	-43%	-$3K	﹤0.01%	2529
2021 Q2	$6K	Hold	542	–	–	﹤0.01%	2408
2021 Q1	$6K	Hold	542	–	–	﹤0.01%	2613
2020 Q4	$7K	Buy	+542	New	+$6.12K	﹤0.01%	2382

Other funds holding SNEX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Geneos Wealth Management's SNEX Position: Q2 2026 in Review

Geneos Wealth Management held its StoneX (SNEX) position steady in Q2 2026 at 231 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Geneos Wealth Management first reported a position in SNEX in Q4 2020 and has held it in 20 quarters since. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

Geneos Wealth Management held 231 shares of StoneX worth $18.2K as of Q2 2026.
Geneos Wealth Management left its StoneX share count unchanged in Q2 2026.
StoneX made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1836 holding.
Geneos Wealth Management first reported a position in StoneX in Q4 2020 and has held it in 20 quarters since.
471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.