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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 Sell
170
-200
-54% -$61.3K ﹤0.01% 1511
2025
Q1 		$106K Buy
370
+323
+687% +$105K ﹤0.01% 1545
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 $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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 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 $106K in Q1 2025. 530 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 $106K in Q1 2025.
  • 530 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.