Geneos Wealth Management’s WaFd WAFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-51	Closed	-$1.64K	–	3174
2024 Q4	$1.64K	Sell	51 -4	-7%	-$141	﹤0.01%	2662
2024 Q3	$1.92K	Buy	+55	New	+$1.87K	﹤0.01%	2306
2019 Q2	–	Sell	-100	Closed	-$2K	–	2531
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	2273
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	2242
2018 Q3	$3K	Buy	+100	New	+$3.37K	﹤0.01%	2213
2018 Q2	–	Sell	-100	Closed	-$3K	–	2332
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	1978
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	1967
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	1920
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	1873
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	1834
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	1796
2016 Q3	$2K	Buy	+100	New	+$2.56K	﹤0.01%	1818

Other funds holding WAFD

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geneos Wealth Management's WAFD Position: Q1 2025 in Review

Geneos Wealth Management sold out of WaFd (WAFD) in Q1 2025, closing a stake of 51 shares — an estimated $1.64K sold.

Geneos Wealth Management first reported a position in WAFD in Q3 2016 and held it in 12 quarters. The position peaked at $3K in Q3 2018. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

Geneos Wealth Management reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
Geneos Wealth Management sold 51 WaFd shares in Q1 2025, an estimated $1.64K.
Geneos Wealth Management first reported a position in WaFd in Q3 2016 and held it in 12 quarters.
Geneos Wealth Management's WaFd position peaked at $3K in Q3 2018.
244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.