Geneos Wealth Management’s SouthState Bank Corp SSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-148	Closed	-$13.6K	–	3098
2025 Q2	$13.6K	Hold	148	–	–	﹤0.01%	2196
2025 Q1	$13.7K	Hold	148	–	–	﹤0.01%	2117
2024 Q4	$14.7K	Hold	148	–	–	﹤0.01%	1876
2024 Q3	$14.4K	Buy	+148	New	+$13.5K	﹤0.01%	1687
2024 Q2	–	Sell	-15	Closed	-$1.27K	–	2171
2024 Q1	$1.27K	Buy	+15	New	+$1.24K	﹤0.01%	1974
2021 Q2	–	Sell	-23	Closed	-$1K	–	3095
2021 Q1	$1K	Buy	+23	New	+$1.85K	﹤0.01%	3061

Other funds holding SSB

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geneos Wealth Management sold out of SouthState Bank Corp (SSB) in Q3 2025, closing a stake of 148 shares — an estimated $13.6K sold.

Geneos Wealth Management first reported a position in SSB in Q1 2021 and held it in 6 quarters. The position peaked at $14.7K in Q4 2024. 461 funds tracked by Wall St. Rank hold SSB as of Q3 2025.

Geneos Wealth Management reported no remaining SouthState Bank Corp position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 148 SouthState Bank Corp shares in Q3 2025, an estimated $13.6K.
Geneos Wealth Management first reported a position in SouthState Bank Corp in Q1 2021 and held it in 6 quarters.
Geneos Wealth Management's SouthState Bank Corp position peaked at $14.7K in Q4 2024.
461 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2025.

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