Geneos Wealth Management
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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
Q3 		$18.2K Buy
281
+50
+22% +$3.55K ﹤0.01% 2150
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geneos Wealth Management's SNEX Position: Q3 2026 in Review

Geneos Wealth Management increased its StoneX (SNEX) stake by 22% in Q3 2026, buying an estimated $3.55K and bringing the position to 281 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Geneos Wealth Management first reported a position in SNEX in Q4 2020 and has held it in 21 quarters since. The position peaked at $18.2K in Q2 2026. 333 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Geneos Wealth Management held 281 shares of StoneX worth $18.2K as of Q3 2026.
  • Geneos Wealth Management bought 50 StoneX shares in Q3 2026, an estimated $3.55K.
  • StoneX made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2150 holding.
  • Geneos Wealth Management first reported a position in StoneX in Q4 2020 and has held it in 21 quarters since.
  • Geneos Wealth Management's StoneX position peaked at $18.2K in Q2 2026.
  • 333 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.