Geneos Wealth Management
SPOK icon

Geneos Wealth Management’s Spok Holdings SPOK Stock Holding History

Geneos Wealth Management’s Portfolio SPOK Stock Details SPOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.1K Hold
200
– – ﹤0.01% 2897
2026
Q2 		$2.05K Hold
200
– – ﹤0.01% 2320
2026
Q1 		$2.18K Hold
200
– – ﹤0.01% 2304
2025
Q4 		$2.64K Hold
200
– – ﹤0.01% 2279
2025
Q3 		$3.45K Hold
200
– – ﹤0.01% 2223
2025
Q2 		$3.54K Hold
200
– – ﹤0.01% 2669
2025
Q1 		$3.29K Buy
+200
New +$3.25K ﹤0.01% 2637
2016
Q2 		– Sell
-772
Closed -$14K – 1842
2016
Q1 		$14K Buy
+772
New +$13.1K ﹤0.01% 1206

Other funds holding SPOK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

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

Geneos Wealth Management held its Spok Holdings (SPOK) position steady in Q3 2026 at 200 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

Geneos Wealth Management first reported a position in SPOK in Q1 2016 and has held it in 8 quarters since. The position peaked at $14K in Q1 2016. 57 funds tracked by Wall St. Rank hold SPOK as of Q3 2026.

  • Geneos Wealth Management held 200 shares of Spok Holdings worth $2.1K as of Q3 2026.
  • Geneos Wealth Management left its Spok Holdings share count unchanged in Q3 2026.
  • Spok Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2897 holding.
  • Geneos Wealth Management first reported a position in Spok Holdings in Q1 2016 and has held it in 8 quarters since.
  • Geneos Wealth Management's Spok Holdings position peaked at $14K in Q1 2016.
  • 57 funds tracked by Wall St. Rank held Spok Holdings as of Q3 2026.

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