Geneos Wealth Management’s World Kinect Corp WKC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-25	Closed	-$709	–	3203
2025 Q2	$709	Buy	+25	New	+$663	﹤0.01%	3062
2025 Q1	–	Sell	-26	Closed	-$715	–	3159
2024 Q4	$715	Buy	+26	New	+$746	﹤0.01%	2836
2021 Q2	–	Sell	-33	Closed	-$1K	–	3134
2021 Q1	$1K	Buy	+33	New	+$1.12K	﹤0.01%	3075
2019 Q4	–	Sell	-900	Closed	-$35K	–	2590
2019 Q3	$35K	Hold	900	–	–	﹤0.01%	1354
2019 Q2	$32K	Hold	900	–	–	﹤0.01%	1413
2019 Q1	$26K	Hold	900	–	–	﹤0.01%	1458
2018 Q4	$18K	Hold	900	–	–	﹤0.01%	1557
2018 Q3	$24K	Hold	900	–	–	﹤0.01%	1502
2018 Q2	$18K	Hold	900	–	–	﹤0.01%	1507
2018 Q1	$22K	Hold	900	–	–	﹤0.01%	1359
2017 Q4	$25K	Hold	900	–	–	﹤0.01%	1301
2017 Q3	$30K	Hold	900	–	–	﹤0.01%	1177
2017 Q2	$34K	Hold	900	–	–	﹤0.01%	1091
2017 Q1	$32K	Hold	900	–	–	﹤0.01%	1066
2016 Q4	$41K	Hold	900	–	–	0.01%	916
2016 Q3	$41K	Hold	900	–	–	0.01%	893
2016 Q2	$42K	Hold	900	–	–	0.01%	867
2016 Q1	$43K	Buy	+900	New	+$38.6K	0.01%	844

Other funds holding WKC

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of World Kinect Corp (WKC) in Q3 2025, closing a stake of 25 shares — an estimated $709 sold.

Geneos Wealth Management first reported a position in WKC in Q1 2016 and held it in 18 quarters. The position peaked at $43K in Q1 2016. 269 funds tracked by Wall St. Rank hold WKC as of Q3 2025.

Geneos Wealth Management reported no remaining World Kinect Corp position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 25 World Kinect Corp shares in Q3 2025, an estimated $709.
Geneos Wealth Management first reported a position in World Kinect Corp in Q1 2016 and held it in 18 quarters.
Geneos Wealth Management's World Kinect Corp position peaked at $43K in Q1 2016.
269 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2025.

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