Geneos Wealth Management’s Thryv Holdings THRY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-250	Closed	-$3.2K	–	3226
2025 Q1	$3.2K	Buy	250 +125	+100%	+$2.07K	﹤0.01%	2870
2024 Q4	$1.85K	Hold	125	–	–	﹤0.01%	2622
2024 Q3	$2.15K	Hold	125	–	–	﹤0.01%	2283
2024 Q2	$2.23K	Hold	125	–	–	﹤0.01%	1869
2024 Q1	$2.78K	Sell	125 -100	-44%	-$2.07K	﹤0.01%	1829
2023 Q4	$4.58K	Hold	225	–	–	﹤0.01%	1745
2023 Q3	$4.22K	Hold	225	–	–	﹤0.01%	1794
2023 Q2	$5.54K	Hold	225	–	–	﹤0.01%	1717
2023 Q1	$5.19K	Hold	225	–	–	﹤0.01%	1717
2022 Q4	$4.28K	Hold	225	–	–	﹤0.01%	1740
2022 Q3	$5K	Sell	225 -236	-51%	-$5.88K	﹤0.01%	1704
2022 Q2	$10K	Hold	461	–	–	﹤0.01%	1962
2022 Q1	$12K	Buy	461 +125	+37%	+$3.92K	﹤0.01%	2023
2021 Q4	$13K	Buy	336 +236	+236%	+$8.13K	﹤0.01%	2082
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	2596
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	2602
2021 Q1	$2K	Buy	+100	New	+$2.02K	﹤0.01%	2935

Other funds holding THRY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Thryv Holdings (THRY) in Q2 2025, closing a stake of 250 shares — an estimated $3.2K sold.

Geneos Wealth Management first reported a position in THRY in Q1 2021 and held it in 17 quarters. The position peaked at $13K in Q4 2021. 157 funds tracked by Wall St. Rank hold THRY as of Q2 2025.

Geneos Wealth Management reported no remaining Thryv Holdings position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 250 Thryv Holdings shares in Q2 2025, an estimated $3.2K.
Geneos Wealth Management first reported a position in Thryv Holdings in Q1 2021 and held it in 17 quarters.
Geneos Wealth Management's Thryv Holdings position peaked at $13K in Q4 2021.
157 funds tracked by Wall St. Rank held Thryv Holdings as of Q2 2025.

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