Geneos Wealth Management’s SiriusPoint SPNT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-95	Closed	-$1.94K	–	3089
2025 Q2	$1.94K	Hold	95	–	–	﹤0.01%	2819
2025 Q1	$1.64K	Hold	95	–	–	﹤0.01%	2817
2024 Q4	$1.56K	Hold	95	–	–	﹤0.01%	2676
2024 Q3	$1.36K	Buy	+95	New	+$1.33K	﹤0.01%	2383
2022 Q3	–	Sell	-750	Closed	-$4K	–	2518
2022 Q2	$4K	Hold	750	–	–	﹤0.01%	2276
2022 Q1	$5K	Hold	750	–	–	﹤0.01%	2357
2021 Q4	$6K	Hold	750	–	–	﹤0.01%	2370
2021 Q3	$7K	Hold	750	–	–	﹤0.01%	2364
2021 Q2	$7K	Hold	750	–	–	﹤0.01%	2349
2021 Q1	$7K	Hold	750	–	–	﹤0.01%	2554
2020 Q4	$7K	Hold	750	–	–	﹤0.01%	2383
2020 Q3	$5K	Hold	750	–	–	﹤0.01%	2200
2020 Q2	$5K	Hold	750	–	–	﹤0.01%	2170
2020 Q1	$5K	Hold	750	–	–	﹤0.01%	2051
2019 Q4	$7K	Hold	750	–	–	﹤0.01%	2110
2019 Q3	$7K	Hold	750	–	–	﹤0.01%	2022
2019 Q2	$7K	Hold	750	–	–	﹤0.01%	2036
2019 Q1	$7K	Hold	750	–	–	﹤0.01%	1964
2018 Q4	$7K	Hold	750	–	–	﹤0.01%	1898
2018 Q3	$9K	Hold	750	–	–	﹤0.01%	1888
2018 Q2	$9K	Hold	750	–	–	﹤0.01%	1767
2018 Q1	$10K	Hold	750	–	–	﹤0.01%	1656
2017 Q4	$10K	Hold	750	–	–	﹤0.01%	1640
2017 Q3	$11K	Hold	750	–	–	﹤0.01%	1550
2017 Q2	$10K	Hold	750	–	–	﹤0.01%	1547
2017 Q1	$9K	Hold	750	–	–	﹤0.01%	1532
2016 Q4	$8K	Hold	750	–	–	﹤0.01%	1511
2016 Q3	$9K	Buy	+750	New	+$9.33K	﹤0.01%	1409

Other funds holding SPNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

Geneos Wealth Management sold out of SiriusPoint (SPNT) in Q3 2025, closing a stake of 95 shares — an estimated $1.94K sold.

Geneos Wealth Management first reported a position in SPNT in Q3 2016 and held it in 28 quarters. The position peaked at $11K in Q3 2017. 221 funds tracked by Wall St. Rank hold SPNT as of Q3 2025.

Geneos Wealth Management reported no remaining SiriusPoint position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 95 SiriusPoint shares in Q3 2025, an estimated $1.94K.
Geneos Wealth Management first reported a position in SiriusPoint in Q3 2016 and held it in 28 quarters.
Geneos Wealth Management's SiriusPoint position peaked at $11K in Q3 2017.
221 funds tracked by Wall St. Rank held SiriusPoint as of Q3 2025.

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