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Geneos Wealth Management’s Valmont Industries VMI Stock Holding History

Geneos Wealth Management’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-170
Closed -$55.5K – 3175
2025
Q2 		$55.5K Buy
170
+18
+12% +$5.52K ﹤0.01% 1511
2025
Q1 		$43.4K Buy
152
+105
+223% +$34.2K ﹤0.01% 1563
2024
Q4 		$14.4K Buy
47
+6
+15% +$1.93K ﹤0.01% 1886
2024
Q3 		$11.9K Buy
+41
New +$11.5K ﹤0.01% 1769
2021
Q2 		– Sell
-51
Closed -$12K – 3128
2021
Q1 		$12K Hold
51
– – ﹤0.01% 2311
2020
Q4 		$12K Buy
+51
New +$7.94K ﹤0.01% 2160

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of Valmont Industries (VMI) in Q3 2025, closing a stake of 170 shares — an estimated $55.5K sold.

Geneos Wealth Management first reported a position in VMI in Q4 2020 and held it in 6 quarters. The position peaked at $55.5K in Q2 2025. 532 funds tracked by Wall St. Rank hold VMI as of Q3 2025.

  • Geneos Wealth Management reported no remaining Valmont Industries position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 170 Valmont Industries shares in Q3 2025, an estimated $55.5K.
  • Geneos Wealth Management first reported a position in Valmont Industries in Q4 2020 and held it in 6 quarters.
  • Geneos Wealth Management's Valmont Industries position peaked at $55.5K in Q2 2025.
  • 532 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2025.

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