Geneos Wealth Management
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Geneos Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Geneos Wealth Management’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.1K Buy
43
+23
+115% +$12.9K ﹤0.01% 2078
2026
Q2 		$16.8K Buy
20
+4
+25% +$2.81K ﹤0.01% 1855
2026
Q1 		$6.52K Hold
16
– – ﹤0.01% 2103
2025
Q4 		$4.9K Buy
+16
New +$5.51K ﹤0.01% 2147
2025
Q3 		– Sell
-40
Closed -$9.23K – 3106
2025
Q2 		$9.23K Buy
40
+21
+111% +$3.67K ﹤0.01% 2355
2025
Q1 		$2.15K Sell
19
-20
-51% -$2.82K ﹤0.01% 2740
2024
Q4 		$6.57K Buy
+39
New +$6.74K ﹤0.01% 2219
2022
Q3 		– Sell
-440
Closed -$9K – 2527
2022
Q2 		$9K Hold
440
– – ﹤0.01% 2011
2022
Q1 		$11K Hold
440
– – ﹤0.01% 2066
2021
Q4 		$11K Hold
440
– – ﹤0.01% 2153
2021
Q3 		$10K Buy
+440
New +$9.8K ﹤0.01% 2237

Other funds holding STRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Geneos Wealth Management's STRL Position: Q3 2026 in Review

Geneos Wealth Management increased its Sterling Infrastructure (STRL) stake by 115% in Q3 2026, buying an estimated $12.9K and bringing the position to 43 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Geneos Wealth Management first reported a position in STRL in Q3 2021 and has held it in 11 quarters since. 477 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Geneos Wealth Management held 43 shares of Sterling Infrastructure worth $21.1K as of Q3 2026.
  • Geneos Wealth Management bought 23 Sterling Infrastructure shares in Q3 2026, an estimated $12.9K.
  • Sterling Infrastructure made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2078 holding.
  • Geneos Wealth Management first reported a position in Sterling Infrastructure in Q3 2021 and has held it in 11 quarters since.
  • 477 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.