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Geneos Wealth Management’s Urban Outfitters URBN Stock Holding History

Geneos Wealth Management’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-600
Closed -$43.5K – 3163
2025
Q2 		$43.5K Buy
600
+443
+282% +$26.6K ﹤0.01% 1645
2025
Q1 		$19.1K Buy
157
+106
+208% +$5.81K ﹤0.01% 2327
2024
Q4 		$2.8K Sell
51
-26
-34% -$1.11K ﹤0.01% 2509
2024
Q3 		$2.95K Buy
+77
New +$3.13K ﹤0.01% 2205

Other funds holding URBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Urban Outfitters (URBN) in Q3 2025, closing a stake of 600 shares — an estimated $43.5K sold.

Geneos Wealth Management first reported a position in URBN in Q3 2024 and held it in 4 quarters. The position peaked at $43.5K in Q2 2025. 413 funds tracked by Wall St. Rank hold URBN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Urban Outfitters position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 600 Urban Outfitters shares in Q3 2025, an estimated $43.5K.
  • Geneos Wealth Management first reported a position in Urban Outfitters in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Urban Outfitters position peaked at $43.5K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2025.

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