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Geneos Wealth Management’s Vertex VERX Stock Holding History

Geneos Wealth Management’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-99
Closed -$3.5K – 3172
2025
Q2 		$3.5K Sell
99
-282
-74% -$10.7K ﹤0.01% 2671
2025
Q1 		$13.3K Buy
381
+228
+149% +$10.4K ﹤0.01% 2477
2024
Q4 		$8.16K Buy
153
+44
+40% +$2.13K ﹤0.01% 2133
2024
Q3 		$4.2K Buy
+109
New +$4.02K ﹤0.01% 2120

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geneos Wealth Management sold out of Vertex (VERX) in Q3 2025, closing a stake of 99 shares — an estimated $3.5K sold.

Geneos Wealth Management first reported a position in VERX in Q3 2024 and held it in 4 quarters. The position peaked at $13.3K in Q1 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Geneos Wealth Management reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 99 Vertex shares in Q3 2025, an estimated $3.5K.
  • Geneos Wealth Management first reported a position in Vertex in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Vertex position peaked at $13.3K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

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