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Geneos Wealth Management’s Trustmark TRMK Stock Holding History

Geneos Wealth Management’s Portfolio TRMK Stock Details TRMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-33
Closed -$1.2K – 3141
2025
Q2 		$1.2K Buy
+33
New +$1.13K ﹤0.01% 2927
2024
Q2 		– Sell
-33
Closed -$928 – 2178
2024
Q1 		$928 Buy
+33
New +$890 ﹤0.01% 2037

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Geneos Wealth Management sold out of Trustmark (TRMK) in Q3 2025, closing a stake of 33 shares — an estimated $1.2K sold.

Geneos Wealth Management first reported a position in TRMK in Q1 2024 and held it in 2 quarters. The position peaked at $1.2K in Q2 2025. 269 funds tracked by Wall St. Rank hold TRMK as of Q3 2025.

  • Geneos Wealth Management reported no remaining Trustmark position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 33 Trustmark shares in Q3 2025, an estimated $1.2K.
  • Geneos Wealth Management first reported a position in Trustmark in Q1 2024 and held it in 2 quarters.
  • Geneos Wealth Management's Trustmark position peaked at $1.2K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held Trustmark as of Q3 2025.

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