GWM
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Geneos Wealth Management’s TD Synnex SNX Stock Holding History

Geneos Wealth Management’s Portfolio SNX Stock Details SNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed -$1.45K – 2549
2025
Q3 		$1.45K Sell
9
-157
-95% -$23.1K ﹤0.01% 2365
2025
Q2 		$22.5K Buy
166
+79
+91% +$9.28K ﹤0.01% 1975
2025
Q1 		$23.8K Buy
87
+35
+67% +$4.68K ﹤0.01% 2251
2024
Q4 		$6.1K Sell
52
-7
-12% -$838 ﹤0.01% 2256
2024
Q3 		$7.08K Buy
59
+14
+31% +$1.62K ﹤0.01% 1951
2024
Q2 		$5.19K Hold
45
– – ﹤0.01% 1718
2024
Q1 		$5.09K Hold
45
– – ﹤0.01% 1706
2023
Q4 		$4.84K Hold
45
– – ﹤0.01% 1730
2023
Q3 		$4.49K Hold
45
– – ﹤0.01% 1773
2023
Q2 		$4.23K Hold
45
– – ﹤0.01% 1782
2023
Q1 		$4.36K Buy
+45
New +$4.47K ﹤0.01% 1764
2022
Q3 		– Sell
-6
Closed – – 2512
2022
Q2 		$0 Hold
6
– – ﹤0.01% 2775
2022
Q1 		$0 Buy
+6
New +$638 ﹤0.01% 2962

Other funds holding SNX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return