Geneos Wealth Management’s Workiva WK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-46	Closed	-$3.96K	–	2569
2025 Q3	$3.96K	Buy	+46	New	+$3.46K	﹤0.01%	2196

Other funds holding WK

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Geneos Wealth Management sold out of Workiva (WK) in Q4 2025, closing a stake of 46 shares — an estimated $3.96K sold.

Geneos Wealth Management first reported a position in WK in Q3 2025 and held it in 1 quarter. The position peaked at $3.96K in Q3 2025. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

Geneos Wealth Management reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 46 Workiva shares in Q4 2025, an estimated $3.96K.
Geneos Wealth Management first reported a position in Workiva in Q3 2025 and held it in 1 quarter.
Geneos Wealth Management's Workiva position peaked at $3.96K in Q3 2025.
348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

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