GWM
WAL icon

Geneos Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Geneos Wealth Management’s Portfolio WAL Stock Details WAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-107
Closed -$8.34K – 3186
2025
Q2 		$8.34K Buy
107
+49
+84% +$3.52K ﹤0.01% 2390
2025
Q1 		$4.46K Sell
58
-42
-42% -$3.53K ﹤0.01% 2552
2024
Q4 		$8.35K Buy
100
+74
+285% +$6.51K ﹤0.01% 2117
2024
Q3 		$2.25K Buy
+26
New +$2K ﹤0.01% 2271
2023
Q4 		– Sell
-2,800
Closed -$129K – 2182
2023
Q3 		$129K Hold
2,800
– – 0.01% 801
2023
Q2 		$102K Buy
+2,800
New +$97.1K 0.01% 870
2019
Q1 		– Sell
-200
Closed -$7K – 2469
2018
Q4 		$7K Sell
200
-300
-60% -$14.2K ﹤0.01% 1904
2018
Q3 		$28K Sell
500
-815
-62% -$46.9K ﹤0.01% 1440
2018
Q2 		$74K Hold
1,315
– – 0.01% 890
2018
Q1 		$76K Sell
1,315
-8
-0.6% -$474 0.01% 847
2017
Q4 		$74K Hold
1,323
– – 0.01% 855
2017
Q3 		$70K Buy
1,323
+90
+7% +$4.42K 0.01% 830
2017
Q2 		$60K Buy
1,233
+901
+271% +$42.9K 0.01% 862
2017
Q1 		$16K Buy
332
+200
+152% +$10K ﹤0.01% 1329
2016
Q4 		$6K Hold
132
– – ﹤0.01% 1603
2016
Q3 		$4K Buy
+132
New +$4.69K ﹤0.01% 1653

Other funds holding WAL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

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

Geneos Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q3 2025, closing a stake of 107 shares — an estimated $8.34K sold.

Geneos Wealth Management first reported a position in WAL in Q3 2016 and held it in 16 quarters. The position peaked at $129K in Q3 2023. 441 funds tracked by Wall St. Rank hold WAL as of Q3 2025.

  • Geneos Wealth Management reported no remaining Western Alliance Bancorporation position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 107 Western Alliance Bancorporation shares in Q3 2025, an estimated $8.34K.
  • Geneos Wealth Management first reported a position in Western Alliance Bancorporation in Q3 2016 and held it in 16 quarters.
  • Geneos Wealth Management's Western Alliance Bancorporation position peaked at $129K in Q3 2023.
  • 441 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2025.

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