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	$6.76K	Buy	94 +51	+119%	+$3.94K	﹤0.01%	2413
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	–	2175
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	–	2215
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Geneos Wealth Management sold out of Timken Company (TKR) in Q3 2025, closing a stake of 107 shares — an estimated $7.76K sold.

Geneos Wealth Management first reported a position in TKR in Q1 2016 and held it in 16 quarters. The position peaked at $19K in Q3 2017. 430 funds tracked by Wall St. Rank hold TKR as of Q3 2025.

Geneos Wealth Management reported no remaining Timken Company position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 107 Timken Company shares in Q3 2025, an estimated $7.76K.
Geneos Wealth Management first reported a position in Timken Company in Q1 2016 and held it in 16 quarters.
Geneos Wealth Management's Timken Company position peaked at $19K in Q3 2017.
430 funds tracked by Wall St. Rank held Timken Company as of Q3 2025.

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