GWM
STEL

Geneos Wealth Management’s Stellar Bancorp STEL Stock Holding History

Geneos Wealth Management’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-41
Closed -$1.15K – 3101
2025
Q2 		$1.15K Buy
+41
New +$1.09K ﹤0.01% 2947

Other funds holding STEL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geneos Wealth Management sold out of Stellar Bancorp (STEL) in Q3 2025, closing a stake of 41 shares — an estimated $1.15K sold.

Geneos Wealth Management first reported a position in STEL in Q2 2025 and held it in 1 quarter. The position peaked at $1.15K in Q2 2025. 191 funds tracked by Wall St. Rank hold STEL as of Q3 2025.

  • Geneos Wealth Management reported no remaining Stellar Bancorp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 41 Stellar Bancorp shares in Q3 2025, an estimated $1.15K.
  • Geneos Wealth Management first reported a position in Stellar Bancorp in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Stellar Bancorp position peaked at $1.15K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2025.

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