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Geneos Wealth Management’s Timken Company TKR Stock Holding History

Geneos Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-107
Closed -$7.76K – 3131
2025
Q2 		$7.76K Buy
107
+13
+14% +$884 ﹤0.01% 2414
2025
Q1 		$16.6K Buy
94
+51
+119% +$3.94K ﹤0.01% 2408
2024
Q4 		$3.07K Hold
43
– – ﹤0.01% 2479
2024
Q3 		$3.62K Buy
+43
New +$3.54K ﹤0.01% 2159
2024
Q2 		– Sell
-13
Closed -$1.14K – 2176
2024
Q1 		$1.14K Buy
+13
New +$1.07K ﹤0.01% 1992
2021
Q3 		– Sell
-36
Closed -$2K – 2906
2021
Q2 		$2K Buy
+36
New +$3.05K ﹤0.01% 2688
2018
Q4 		– Sell
-300
Closed -$14K – 2480
2018
Q3 		$14K Hold
300
– – ﹤0.01% 1730
2018
Q2 		$13K Hold
300
– – ﹤0.01% 1615
2018
Q1 		$13K Buy
+300
New +$14.4K ﹤0.01% 1556
2017
Q4 		– Sell
-407
Closed -$19K – 2216
2017
Q3 		$19K Hold
407
– – ﹤0.01% 1344
2017
Q2 		$18K Hold
407
– – ﹤0.01% 1322
2017
Q1 		$18K Hold
407
– – ﹤0.01% 1278
2016
Q4 		$16K Hold
407
– – ﹤0.01% 1279
2016
Q3 		$14K Hold
407
– – ﹤0.01% 1262
2016
Q2 		$12K Sell
407
-163
-29% -$5.47K ﹤0.01% 1279
2016
Q1 		$19K Buy
+570
New +$16.5K ﹤0.01% 1109

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return