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Geneos Wealth Management’s BBB Foods TBBB Stock Holding History

Geneos Wealth Management’s Portfolio TBBB Stock Details TBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-45
Closed -$1.25K – 3224
2025
Q2 		$1.25K Buy
45
+1
+2% +$28 ﹤0.01% 2919
2025
Q1 		$1.17K Buy
+44
New +$1.23K ﹤0.01% 3032

Other funds holding TBBB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
3CP
3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geneos Wealth Management sold out of BBB Foods (TBBB) in Q3 2025, closing a stake of 45 shares — an estimated $1.25K sold.

Geneos Wealth Management first reported a position in TBBB in Q1 2025 and held it in 2 quarters. The position peaked at $1.25K in Q2 2025. 96 funds tracked by Wall St. Rank hold TBBB as of Q3 2025.

  • Geneos Wealth Management reported no remaining BBB Foods position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 45 BBB Foods shares in Q3 2025, an estimated $1.25K.
  • Geneos Wealth Management first reported a position in BBB Foods in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's BBB Foods position peaked at $1.25K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held BBB Foods as of Q3 2025.

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