Geneos Wealth Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-858
| Closed | -$62.6K | – | 3095 |
|
|
2025
Q2 | $62.6K | Sell |
858
-223
| -21% | -$16.7K | ﹤0.01% | 1453 |
|
|
2025
Q1 | $84.6K | Buy |
1,081
+1,041
| +2,603% | +$76.1K | ﹤0.01% | 1230 |
|
|
2024
Q4 | $2.71K | Sell |
40
-1,262
| -97% | -$84.6K | ﹤0.01% | 2518 |
|
|
2024
Q3 | $87.6K | Buy |
1,302
+40
| +3% | +$2.6K | ﹤0.01% | 1003 |
|
|
2024
Q2 | $76.6K | Hold |
1,262
| – | – | ﹤0.01% | 940 |
|
|
2024
Q1 | $77.4K | Hold |
1,262
| – | – | ﹤0.01% | 931 |
|
|
2023
Q4 | $78.7K | Sell |
1,262
-400
| -24% | -$23.9K | ﹤0.01% | 910 |
|
|
2023
Q3 | $94K | Sell |
1,662
-350
| -17% | -$21.2K | ﹤0.01% | 890 |
|
|
2023
Q2 | $128K | Hold |
2,012
| – | – | 0.01% | 804 |
|
|
2023
Q1 | $141K | Hold |
2,012
| – | – | 0.01% | 744 |
|
|
2022
Q4 | $139K | Hold |
2,012
| – | – | 0.01% | 743 |
|
|
2022
Q3 | $125K | Hold |
2,012
| – | – | 0.01% | 737 |
|
|
2022
Q2 | $153K | Buy |
2,012
+350
| +21% | +$26.3K | 0.01% | 847 |
|
|
2022
Q1 | $119K | Hold |
1,662
| – | – | 0.01% | 1017 |
|
|
2021
Q4 | $108K | Sell |
1,662
-1
| -0.1% | -$63 | ﹤0.01% | 1133 |
|
|
2021
Q3 | $103K | Hold |
1,663
| – | – | ﹤0.01% | 1164 |
|
|
2021
Q2 | $121K | Buy |
1,663
+432
| +35% | +$32.2K | ﹤0.01% | 1086 |
|
|
2021
Q1 | $92K | Buy |
+1,231
| New | +$82.2K | ﹤0.01% | 1341 |
|
|
2020
Q1 | – | Sell |
-600
| Closed | -$49K | – | 2598 |
|
|
2019
Q4 | $49K | Hold |
600
| – | – | ﹤0.01% | 1271 |
|
|
2019
Q3 | $51K | Hold |
600
| – | – | ﹤0.01% | 1176 |
|
|
2019
Q2 | $50K | Hold |
600
| – | – | ﹤0.01% | 1188 |
|
|
2019
Q1 | $49K | Hold |
600
| – | – | ﹤0.01% | 1155 |
|
|
2018
Q4 | $44K | Hold |
600
| – | – | ﹤0.01% | 1160 |
|
|
2018
Q3 | $44K | Hold |
600
| – | – | ﹤0.01% | 1236 |
|
|
2018
Q2 | $42K | Sell |
600
-50
| -8% | -$3.52K | ﹤0.01% | 1128 |
|
|
2018
Q1 | $46K | Hold |
650
| – | – | ﹤0.01% | 1031 |
|
|
2017
Q4 | $48K | Hold |
650
| – | – | ﹤0.01% | 1014 |
|
|
2017
Q3 | $48K | Hold |
650
| – | – | ﹤0.01% | 969 |
|
|
2017
Q2 | $45K | Sell |
650
-100
| -13% | -$6.99K | ﹤0.01% | 962 |
|
|
2017
Q1 | $50K | Sell |
750
-25
| -3% | -$1.63K | 0.01% | 888 |
|
|
2016
Q4 | $50K | Buy |
775
+50
| +7% | +$3.15K | 0.01% | 841 |
|
|
2016
Q3 | $46K | Buy |
725
+425
| +142% | +$28.4K | 0.01% | 851 |
|
|
2016
Q2 | $21K | Buy |
+300
| New | +$19.7K | ﹤0.01% | 1106 |
|
Other funds holding SR
DPIM
Geneos Wealth Management's SR Position: Q3 2025 in Review
Geneos Wealth Management sold out of Spire (SR) in Q3 2025, closing a stake of 858 shares — an estimated $62.6K sold.
Geneos Wealth Management first reported a position in SR in Q2 2016 and held it in 33 quarters. The position peaked at $153K in Q2 2022. 339 funds tracked by Wall St. Rank hold SR as of Q3 2025.
- Geneos Wealth Management reported no remaining Spire position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 858 Spire shares in Q3 2025, an estimated $62.6K.
- Geneos Wealth Management first reported a position in Spire in Q2 2016 and held it in 33 quarters.
- Geneos Wealth Management's Spire position peaked at $153K in Q2 2022.
- 339 funds tracked by Wall St. Rank held Spire as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.