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Geneos Wealth Management’s TFS Financial TFSL Stock Holding History

Geneos Wealth Management’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-108
Closed -$1.4K – 3125
2025
Q2 		$1.4K Sell
108
-9
-8% -$116 ﹤0.01% 2899
2025
Q1 		$1.45K Buy
+117
New +$1.5K ﹤0.01% 2846

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Geneos Wealth Management sold out of TFS Financial (TFSL) in Q3 2025, closing a stake of 108 shares — an estimated $1.4K sold.

Geneos Wealth Management first reported a position in TFSL in Q1 2025 and held it in 2 quarters. The position peaked at $1.45K in Q1 2025. 186 funds tracked by Wall St. Rank hold TFSL as of Q3 2025.

  • Geneos Wealth Management reported no remaining TFS Financial position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 108 TFS Financial shares in Q3 2025, an estimated $1.4K.
  • Geneos Wealth Management first reported a position in TFS Financial in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's TFS Financial position peaked at $1.45K in Q1 2025.
  • 186 funds tracked by Wall St. Rank held TFS Financial as of Q3 2025.

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