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	$25.9K	Buy	312 +290	+1,318%	+$26.5K	﹤0.01%	1816
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	–	2981
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Geneos Wealth Management sold out of TransUnion (TRU) in Q3 2025, closing a stake of 234 shares — an estimated $20.6K sold.

Geneos Wealth Management first reported a position in TRU in Q2 2018 and held it in 11 quarters. The position peaked at $54K in Q1 2021. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

Geneos Wealth Management reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 234 TransUnion shares in Q3 2025, an estimated $20.6K.
Geneos Wealth Management first reported a position in TransUnion in Q2 2018 and held it in 11 quarters.
Geneos Wealth Management's TransUnion position peaked at $54K in Q1 2021.
561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

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