$TEX icon$

Geneos Wealth Management’s Terex TEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-42	Closed	-$1.96K	–	3123
2025 Q2	$1.96K	Buy	42 +12	+40%	+$502	﹤0.01%	2816
2025 Q1	$1.13K	Hold	30	–	–	﹤0.01%	2907
2024 Q4	$1.39K	Hold	30	–	–	﹤0.01%	2696
2024 Q3	$1.59K	Buy	+30	New	+$1.66K	﹤0.01%	2352
2021 Q3	–	Sell	-100	Closed	-$4K	–	2905
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	2534
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	2747
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	2563
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	2571
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	2511
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	2425
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	2319
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	2331
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	2259
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	2185
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	2235
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	2205
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	1997
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	1972
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	1896
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	1843
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	1870
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	1827
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	1790
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	1813
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	1707
2016 Q1	$2K	Buy	+100	New	+$2.09K	﹤0.01%	1692

Other funds holding TEX

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Geneos Wealth Management sold out of Terex (TEX) in Q3 2025, closing a stake of 42 shares — an estimated $1.96K sold.

Geneos Wealth Management first reported a position in TEX in Q1 2016 and held it in 26 quarters. The position peaked at $4K in Q2 2021. 331 funds tracked by Wall St. Rank hold TEX as of Q3 2025.

Geneos Wealth Management reported no remaining Terex position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 42 Terex shares in Q3 2025, an estimated $1.96K.
Geneos Wealth Management first reported a position in Terex in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's Terex position peaked at $4K in Q2 2021.
331 funds tracked by Wall St. Rank held Terex as of Q3 2025.

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