Geneos Wealth Management’s Sitio Royalties STR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-265	Closed	-$4.87K	–	3105
2025 Q2	$4.87K	Sell	265 -530	-67%	-$9.51K	﹤0.01%	2587
2025 Q1	$15.8K	Buy	795 +530	+200%	+$10.7K	﹤0.01%	2424
2024 Q4	$5.08K	Buy	+265	New	+$5.92K	﹤0.01%	2329

Other funds holding STR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Geneos Wealth Management sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 265 shares — an estimated $4.87K sold.

Geneos Wealth Management first reported a position in STR in Q4 2024 and held it in 3 quarters. The position peaked at $15.8K in Q1 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Geneos Wealth Management reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 265 Sitio Royalties shares in Q3 2025, an estimated $4.87K.
Geneos Wealth Management first reported a position in Sitio Royalties in Q4 2024 and held it in 3 quarters.
Geneos Wealth Management's Sitio Royalties position peaked at $15.8K in Q1 2025.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

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