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Geneos Wealth Management’s StepStone Group STEP Stock Holding History

Geneos Wealth Management’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-250
Closed -$13.9K – 3102
2025
Q2 		$13.9K Sell
250
-250
-50% -$13.4K ﹤0.01% 2186
2025
Q1 		$26.1K Buy
500
+350
+233% +$20.6K ﹤0.01% 2222
2024
Q4 		$8.68K Buy
+150
New +$9.29K ﹤0.01% 2107

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geneos Wealth Management sold out of StepStone Group (STEP) in Q3 2025, closing a stake of 250 shares — an estimated $13.9K sold.

Geneos Wealth Management first reported a position in STEP in Q4 2024 and held it in 3 quarters. The position peaked at $26.1K in Q1 2025. 257 funds tracked by Wall St. Rank hold STEP as of Q3 2025.

  • Geneos Wealth Management reported no remaining StepStone Group position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 250 StepStone Group shares in Q3 2025, an estimated $13.9K.
  • Geneos Wealth Management first reported a position in StepStone Group in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's StepStone Group position peaked at $26.1K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held StepStone Group as of Q3 2025.

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