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 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%	-$2.81K	﹤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	+$9.83K	﹤0.01%	2237

Other funds holding STRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geneos Wealth Management's STRL Position: Q2 2026 in Review

Geneos Wealth Management increased its Sterling Infrastructure (STRL) stake by 25% in Q2 2026, buying an estimated $2.81K and bringing the position to 20 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Geneos Wealth Management first reported a position in STRL in Q3 2021 and has held it in 10 quarters since. 886 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

Geneos Wealth Management held 20 shares of Sterling Infrastructure worth $16.8K as of Q2 2026.
Geneos Wealth Management bought 4 Sterling Infrastructure shares in Q2 2026, an estimated $2.81K.
Sterling Infrastructure made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1855 holding.
Geneos Wealth Management first reported a position in Sterling Infrastructure in Q3 2021 and has held it in 10 quarters since.
886 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.