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Geneos Wealth Management’s Standex International SXI Stock Holding History

Geneos Wealth Management’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-336
Closed -$52.6K – 3109
2025
Q2 		$52.6K Buy
336
+27
+9% +$4.05K ﹤0.01% 1543
2025
Q1 		$127K Buy
309
+196
+173% +$35.9K ﹤0.01% 1436
2024
Q4 		$21.1K Buy
113
+4
+4% +$772 ﹤0.01% 1704
2024
Q3 		$19.9K Buy
+109
New +$19K ﹤0.01% 1559

Other funds holding SXI

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

Geneos Wealth Management sold out of Standex International (SXI) in Q3 2025, closing a stake of 336 shares — an estimated $52.6K sold.

Geneos Wealth Management first reported a position in SXI in Q3 2024 and held it in 4 quarters. The position peaked at $127K in Q1 2025. 258 funds tracked by Wall St. Rank hold SXI as of Q3 2025.

  • Geneos Wealth Management reported no remaining Standex International position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 336 Standex International shares in Q3 2025, an estimated $52.6K.
  • Geneos Wealth Management first reported a position in Standex International in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Standex International position peaked at $127K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held Standex International as of Q3 2025.

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