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Geneos Wealth Management’s Wingstop WING Stock Holding History

Geneos Wealth Management’s Portfolio WING Stock Details WING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-222
Closed -$74.8K – 3200
2025
Q2 		$74.8K Sell
222
-321
-59% -$95K ﹤0.01% 1377
2025
Q1 		$122K Buy
543
+445
+454% +$116K ﹤0.01% 1451
2024
Q4 		$27.9K Sell
98
-17
-15% -$5.78K ﹤0.01% 1578
2024
Q3 		$47.8K Buy
+115
New +$44.7K ﹤0.01% 1209
2020
Q3 		– Sell
-10
Closed -$1K – 2696
2020
Q2 		$1K Buy
+10
New +$1.17K ﹤0.01% 2525
2019
Q4 		– Sell
-215
Closed -$18K – 2589
2019
Q3 		$18K Hold
215
– – ﹤0.01% 1665
2019
Q2 		$20K Buy
215
+200
+1,333% +$16.3K ﹤0.01% 1642
2019
Q1 		$1K Buy
+15
New +$1.02K ﹤0.01% 2364
2018
Q2 		– Sell
-584
Closed -$27K – 2335
2018
Q1 		$27K Buy
+584
New +$26.8K ﹤0.01% 1266

Other funds holding WING

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.65B AUM 26.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return