Geneos Wealth Management’s Thomson Reuters TRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-142	Closed	-$29K	–	3139
2025 Q2	$29K	Hold	142	–	–	﹤0.01%	1850
2025 Q1	$24.9K	Hold	142	–	–	﹤0.01%	1846
2024 Q4	$23.1K	Buy	+142	New	+$23.9K	﹤0.01%	1664
2023 Q3	–	Sell	-148	Closed	-$20.3K	–	2142
2023 Q2	$20.3K	Buy	148 +6	+4%	+$805	﹤0.01%	1373
2023 Q1	$19.5K	Hold	142	–	–	﹤0.01%	1354
2022 Q4	$17.1K	Buy	+142	New	+$16.4K	﹤0.01%	1380
2022 Q3	–	Sell	-1,722	Closed	-$187K	–	2550
2022 Q2	$187K	Hold	1,722	–	–	0.01%	769
2022 Q1	$197K	Hold	1,722	–	–	0.01%	814
2021 Q4	$216K	Hold	1,722	–	–	0.01%	831
2021 Q3	$199K	Hold	1,722	–	–	0.01%	857
2021 Q2	$181K	Hold	1,722	–	–	0.01%	895
2021 Q1	$168K	Hold	1,722	–	–	﹤0.01%	1056
2020 Q4	$160K	Hold	1,722	–	–	0.01%	920
2020 Q3	$142K	Hold	1,722	–	–	0.01%	804
2020 Q2	$120K	Hold	1,722	–	–	0.01%	837
2020 Q1	$112K	Buy	1,722 +1,292	+300%	+$101K	0.01%	801
2019 Q4	$32K	Hold	430	–	–	﹤0.01%	1477
2019 Q3	$30K	Hold	430	–	–	﹤0.01%	1434
2019 Q2	$29K	Hold	430	–	–	﹤0.01%	1459
2019 Q1	$26K	Hold	430	–	–	﹤0.01%	1456
2018 Q4	$21K	Buy	+430	New	+$23K	﹤0.01%	1488

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

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

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

SFC

SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Geneos Wealth Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 142 shares — an estimated $29K sold.

Geneos Wealth Management first reported a position in TRI in Q4 2018 and held it in 21 quarters. The position peaked at $216K in Q4 2021. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Geneos Wealth Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 142 Thomson Reuters shares in Q3 2025, an estimated $29K.
Geneos Wealth Management first reported a position in Thomson Reuters in Q4 2018 and held it in 21 quarters.
Geneos Wealth Management's Thomson Reuters position peaked at $216K in Q4 2021.
523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

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