Geneos Wealth Management’s SolarWinds Corporation Common Stock SWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-40	Closed	-$3.21K	–	3260
2025 Q1	$3.21K	Buy	+40	New	+$671	﹤0.01%	2869
2021 Q3	–	Sell	-474	Closed	-$8K	–	2940
2021 Q2	$8K	Hold	474	–	–	﹤0.01%	2313
2021 Q1	$8K	Buy	+474	New	+$8.16K	﹤0.01%	2510

Other funds holding SWI

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Geneos Wealth Management's SWI Position: Q2 2025 in Review

Geneos Wealth Management sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 40 shares — an estimated $3.21K sold.

Geneos Wealth Management first reported a position in SWI in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

Geneos Wealth Management reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 40 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $3.21K.
Geneos Wealth Management first reported a position in SolarWinds Corporation Common Stock in Q1 2021 and held it in 3 quarters.
Geneos Wealth Management's SolarWinds Corporation Common Stock position peaked at $8K in Q2 2021.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.