GWM
SNV

Geneos Wealth Management’s Synovus SNV Stock Holding History

Geneos Wealth Management’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-45
Closed -$2.33K – 3085
2025
Q2 		$2.33K Sell
45
-45
-50% -$2.07K ﹤0.01% 2777
2025
Q1 		$4.21K Buy
+90
New +$4.64K ﹤0.01% 2800
2017
Q2 		– Sell
-50
Closed -$2K – 2131
2017
Q1 		$2K Hold
50
– – ﹤0.01% 1926
2016
Q4 		$2K Hold
50
– – ﹤0.01% 1894
2016
Q3 		$1K Buy
+50
New +$1.57K ﹤0.01% 1920

Other funds holding SNV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Synovus (SNV) in Q3 2025, closing a stake of 45 shares — an estimated $2.33K sold.

Geneos Wealth Management first reported a position in SNV in Q3 2016 and held it in 5 quarters. The position peaked at $4.21K in Q1 2025. 486 funds tracked by Wall St. Rank hold SNV as of Q3 2025.

  • Geneos Wealth Management reported no remaining Synovus position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 45 Synovus shares in Q3 2025, an estimated $2.33K.
  • Geneos Wealth Management first reported a position in Synovus in Q3 2016 and held it in 5 quarters.
  • Geneos Wealth Management's Synovus position peaked at $4.21K in Q1 2025.
  • 486 funds tracked by Wall St. Rank held Synovus as of Q3 2025.

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