Geneos Wealth Management’s Unifirst Corp UNF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-156	Closed	-$29.4K	–	3160
2025 Q2	$29.4K	Sell	156 -206	-57%	-$37.4K	﹤0.01%	1842
2025 Q1	$63K	Buy	362 +335	+1,241%	+$69.9K	﹤0.01%	1794
2024 Q4	$4.62K	Buy	27 +9	+50%	+$1.72K	﹤0.01%	2366
2024 Q3	$3.58K	Sell	18 -29	-62%	-$5.34K	﹤0.01%	2166
2024 Q2	$8.06K	Hold	47	–	–	﹤0.01%	1600
2024 Q1	$8.15K	Hold	47	–	–	﹤0.01%	1593
2023 Q4	$8.6K	Hold	47	–	–	﹤0.01%	1583
2023 Q3	$7.66K	Hold	47	–	–	﹤0.01%	1637
2023 Q2	$7.29K	Hold	47	–	–	﹤0.01%	1653
2023 Q1	$8.28K	Hold	47	–	–	﹤0.01%	1601
2022 Q4	$9.07K	Hold	47	–	–	﹤0.01%	1550
2022 Q3	$7K	Hold	47	–	–	﹤0.01%	1627
2022 Q2	$8K	Hold	47	–	–	﹤0.01%	2053
2022 Q1	$8K	Hold	47	–	–	﹤0.01%	2189
2021 Q4	$9K	Hold	47	–	–	﹤0.01%	2238
2021 Q3	$10K	Hold	47	–	–	﹤0.01%	2240
2021 Q2	$10K	Buy	+47	New	+$10.5K	﹤0.01%	2214

Other funds holding UNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

Geneos Wealth Management sold out of Unifirst Corp (UNF) in Q3 2025, closing a stake of 156 shares — an estimated $29.4K sold.

Geneos Wealth Management first reported a position in UNF in Q2 2021 and held it in 17 quarters. The position peaked at $63K in Q1 2025. 304 funds tracked by Wall St. Rank hold UNF as of Q3 2025.

Geneos Wealth Management reported no remaining Unifirst Corp position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 156 Unifirst Corp shares in Q3 2025, an estimated $29.4K.
Geneos Wealth Management first reported a position in Unifirst Corp in Q2 2021 and held it in 17 quarters.
Geneos Wealth Management's Unifirst Corp position peaked at $63K in Q1 2025.
304 funds tracked by Wall St. Rank held Unifirst Corp as of Q3 2025.

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