Geneos Wealth Management’s US Physical Therapy USPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-414	Closed	-$32.4K	–	3164
2025 Q2	$32.4K	Sell	414 -350	-46%	-$25.8K	﹤0.01%	1794
2025 Q1	$55.3K	Buy	764 +702	+1,132%	+$58.9K	﹤0.01%	1867
2024 Q4	$5.5K	Buy	62 +10	+19%	+$891	﹤0.01%	2298
2024 Q3	$4.4K	Buy	+52	New	+$4.61K	﹤0.01%	2109
2019 Q3	–	Sell	-45	Closed	-$5K	–	2550
2019 Q2	$5K	Buy	+45	New	+$5.17K	﹤0.01%	2132
2016 Q3	–	Sell	-450	Closed	-$26K	–	2001
2016 Q2	$26K	Hold	450	–	–	﹤0.01%	1031
2016 Q1	$22K	Buy	+450	New	+$22.4K	﹤0.01%	1068

Other funds holding USPH

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

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

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

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

CCM

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

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

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

Geneos Wealth Management sold out of US Physical Therapy (USPH) in Q3 2025, closing a stake of 414 shares — an estimated $32.4K sold.

Geneos Wealth Management first reported a position in USPH in Q1 2016 and held it in 7 quarters. The position peaked at $55.3K in Q1 2025. 245 funds tracked by Wall St. Rank hold USPH as of Q3 2025.

Geneos Wealth Management reported no remaining US Physical Therapy position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 414 US Physical Therapy shares in Q3 2025, an estimated $32.4K.
Geneos Wealth Management first reported a position in US Physical Therapy in Q1 2016 and held it in 7 quarters.
Geneos Wealth Management's US Physical Therapy position peaked at $55.3K in Q1 2025.
245 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2025.

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