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Geneos Wealth Management’s SPS Commerce SPSC Stock Holding History

Geneos Wealth Management’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$13.6K – 3090
2025
Q2 		$13.6K Buy
100
+4
+4% +$554 ﹤0.01% 2197
2025
Q1 		$12.7K Hold
96
– – ﹤0.01% 2153
2024
Q4 		$17.7K Hold
96
– – ﹤0.01% 1789
2024
Q3 		$18.6K Buy
+96
New +$18.8K ﹤0.01% 1584
2021
Q2 		– Sell
-37
Closed -$3K – 3094
2021
Q1 		$3K Buy
+37
New +$3.91K ﹤0.01% 2824

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geneos Wealth Management sold out of SPS Commerce (SPSC) in Q3 2025, closing a stake of 100 shares — an estimated $13.6K sold.

Geneos Wealth Management first reported a position in SPSC in Q1 2021 and held it in 5 quarters. The position peaked at $18.6K in Q3 2024. 403 funds tracked by Wall St. Rank hold SPSC as of Q3 2025.

  • Geneos Wealth Management reported no remaining SPS Commerce position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 100 SPS Commerce shares in Q3 2025, an estimated $13.6K.
  • Geneos Wealth Management first reported a position in SPS Commerce in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's SPS Commerce position peaked at $18.6K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held SPS Commerce as of Q3 2025.

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