GWM
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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
Q1 		$12.4K Sell
154
-1
-0.6% -$76 ﹤0.01% 1927
2025
Q4 		$9.8K Hold
155
– – ﹤0.01% 1972
2025
Q3 		$10.4K Sell
155
-49
-24% -$3.12K ﹤0.01% 1949
2025
Q2 		$12.4K Sell
204
-105
-34% -$5.92K ﹤0.01% 2235
2025
Q1 		$15.7K Buy
309
+154
+99% +$7.75K ﹤0.01% 2427
2024
Q4 		$6.76K Hold
155
– – ﹤0.01% 2210
2024
Q3 		$5.65K Hold
155
– – ﹤0.01% 2037
2024
Q2 		$5.2K Hold
155
– – ﹤0.01% 1717
2024
Q1 		$4.85K Hold
155
– – ﹤0.01% 1715
2023
Q4 		$5.09K Hold
155
– – ﹤0.01% 1723
2023
Q3 		$4.46K Hold
155
– – ﹤0.01% 1777
2023
Q2 		$3.82K Buy
+155
New +$4.15K ﹤0.01% 1808
2022
Q3 		– Sell
-51
Closed -$1K – 2511
2022
Q2 		$1K Hold
51
– – ﹤0.01% 2541
2022
Q1 		$1K Sell
51
-50
-50% -$1.04K ﹤0.01% 2695
2021
Q4 		$1K Sell
101
-105
-51% -$2.06K ﹤0.01% 2713
2021
Q3 		$4K Sell
206
-155
-43% -$2.99K ﹤0.01% 2529
2021
Q2 		$6K Hold
361
– – ﹤0.01% 2408
2021
Q1 		$6K Hold
361
– – ﹤0.01% 2613
2020
Q4 		$7K Buy
+361
New +$6.12K ﹤0.01% 2382

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return