Geneos Wealth Management’s TransUnion TRU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-234	Closed	-$20.6K	–	3144
2025 Q2	$20.6K	Sell	234 -78	-25%	-$6.5K	﹤0.01%	2014
2025 Q1	$54.3K	Buy	312 +290	+1,318%	+$26.5K	﹤0.01%	1883
2024 Q4	$2.04K	Buy	22 +8	+57%	+$810	﹤0.01%	2592
2024 Q3	$1.47K	Buy	+14	New	+$1.26K	﹤0.01%	2365
2022 Q1	–	Sell	-110	Closed	-$13K	–	2982
2021 Q4	$13K	Buy	+110	New	+$12.6K	﹤0.01%	2084
2021 Q2	–	Sell	-522	Closed	-$54K	–	3107
2021 Q1	$54K	Buy	+522	New	+$47.1K	﹤0.01%	1592
2020 Q3	–	Sell	-200	Closed	-$16K	–	2690
2020 Q2	$16K	Buy	200 +100	+100%	+$7.98K	﹤0.01%	1732
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	1999
2019 Q4	$8K	Buy	+100	New	+$8.33K	﹤0.01%	2069
2018 Q4	–	Sell	-300	Closed	-$22K	–	2482
2018 Q3	$22K	Buy	300 +100	+50%	+$7.43K	﹤0.01%	1540
2018 Q2	$14K	Buy	+200	New	+$13.3K	﹤0.01%	1589

Other funds holding TRU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return