Geneos Wealth Management’s SPX Corp SPXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-19	Closed	-$3.19K	–	3093
2025 Q2	$3.19K	Sell	19 -1	-5%	-$147	﹤0.01%	2706
2025 Q1	$2.58K	Sell	20 -8	-29%	-$1.15K	﹤0.01%	2697
2024 Q4	$4.08K	Buy	+28	New	+$4.52K	﹤0.01%	2399
2022 Q3	–	Sell	-689	Closed	-$36K	–	2519
2022 Q2	$36K	Hold	689	–	–	﹤0.01%	1425
2022 Q1	$34K	Hold	689	–	–	﹤0.01%	1542
2021 Q4	$41K	Hold	689	–	–	﹤0.01%	1564
2021 Q3	$38K	Hold	689	–	–	﹤0.01%	1618
2021 Q2	$42K	Hold	689	–	–	﹤0.01%	1565
2021 Q1	$41K	Hold	689	–	–	﹤0.01%	1732
2020 Q4	$40K	Sell	689 -1	-0.1%	-$50	﹤0.01%	1566
2020 Q3	$30K	Buy	690 +1	+0.1%	+$42	﹤0.01%	1469
2020 Q2	$26K	Hold	689	–	–	﹤0.01%	1511
2020 Q1	$20K	Hold	689	–	–	﹤0.01%	1520
2019 Q4	$34K	Hold	689	–	–	﹤0.01%	1454
2019 Q3	$27K	Hold	689	–	–	﹤0.01%	1475
2019 Q2	$22K	Hold	689	–	–	﹤0.01%	1589
2019 Q1	$23K	Hold	689	–	–	﹤0.01%	1512
2018 Q4	$18K	Hold	689	–	–	﹤0.01%	1553
2018 Q3	$22K	Hold	689	–	–	﹤0.01%	1538
2018 Q2	$24K	Hold	689	–	–	﹤0.01%	1379
2018 Q1	$22K	Hold	689	–	–	﹤0.01%	1357
2017 Q4	$21K	Buy	+689	New	+$20.9K	﹤0.01%	1361

Other funds holding SPXC

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Geneos Wealth Management sold out of SPX Corp (SPXC) in Q3 2025, closing a stake of 19 shares — an estimated $3.19K sold.

Geneos Wealth Management first reported a position in SPXC in Q4 2017 and held it in 22 quarters. The position peaked at $42K in Q2 2021. 447 funds tracked by Wall St. Rank hold SPXC as of Q3 2025.

Geneos Wealth Management reported no remaining SPX Corp position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 19 SPX Corp shares in Q3 2025, an estimated $3.19K.
Geneos Wealth Management first reported a position in SPX Corp in Q4 2017 and held it in 22 quarters.
Geneos Wealth Management's SPX Corp position peaked at $42K in Q2 2021.
447 funds tracked by Wall St. Rank held SPX Corp as of Q3 2025.

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