Geneos Wealth Management’s Waste Connections WCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-48	Closed	-$8.44K	–	2567
2025 Q3	$8.44K	Sell	48 -239	-83%	-$43.5K	﹤0.01%	2011
2025 Q2	$53.6K	Buy	287 +35	+14%	+$6.74K	﹤0.01%	1532
2025 Q1	$49.2K	Sell	252 -43	-15%	-$7.96K	﹤0.01%	1486
2024 Q4	$50.6K	Sell	295 -41	-12%	-$7.45K	﹤0.01%	1318
2024 Q3	$60.1K	Buy	+336	New	+$60.8K	﹤0.01%	1135
2018 Q1	–	Sell	-82	Closed	-$5K	–	2243
2017 Q4	$5K	Hold	82	–	–	﹤0.01%	1839
2017 Q3	$5K	Buy	+82	New	+$5.42K	﹤0.01%	1774

Other funds holding WCN

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geneos Wealth Management's WCN Position: Q4 2025 in Review

Geneos Wealth Management sold out of Waste Connections (WCN) in Q4 2025, closing a stake of 48 shares — an estimated $8.44K sold.

Geneos Wealth Management first reported a position in WCN in Q3 2017 and held it in 7 quarters. The position peaked at $60.1K in Q3 2024. 814 funds tracked by Wall St. Rank hold WCN as of Q4 2025.

Geneos Wealth Management reported no remaining Waste Connections position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 48 Waste Connections shares in Q4 2025, an estimated $8.44K.
Geneos Wealth Management first reported a position in Waste Connections in Q3 2017 and held it in 7 quarters.
Geneos Wealth Management's Waste Connections position peaked at $60.1K in Q3 2024.
814 funds tracked by Wall St. Rank held Waste Connections as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.