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Geneos Wealth Management’s Wolfspeed WOLF Stock Holding History

Geneos Wealth Management’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,251
Closed -$500 – 3206
2025
Q2 		$500 Buy
1,251
+200
+19% +$456 ﹤0.01% 3109
2025
Q1 		$3.22K Sell
1,051
-145
-12% -$848 ﹤0.01% 2644
2024
Q4 		$7.96K Buy
1,196
+1,025
+599% +$10.4K ﹤0.01% 2144
2024
Q3 		$1.66K Sell
171
-22
-11% -$324 ﹤0.01% 2336
2024
Q2 		$4.39K Hold
193
– – ﹤0.01% 1752
2024
Q1 		$5.69K Hold
193
– – ﹤0.01% 1683
2023
Q4 		$8.4K Hold
193
– – ﹤0.01% 1589
2023
Q3 		$7.35K Hold
193
– – ﹤0.01% 1645
2023
Q2 		$10.7K Hold
193
– – ﹤0.01% 1561
2023
Q1 		$12.5K Hold
193
– – ﹤0.01% 1487
2022
Q4 		$13.3K Buy
193
+43
+29% +$3.81K ﹤0.01% 1454
2022
Q3 		$15K Buy
150
+43
+40% +$4.12K ﹤0.01% 1422
2022
Q2 		$6K Hold
107
– – ﹤0.01% 2147
2022
Q1 		$12K Buy
+107
New +$10.8K ﹤0.01% 2026
2021
Q4 		– Sell
-207
Closed -$16K – 2889
2021
Q3 		$16K Buy
207
+22
+12% +$1.95K ﹤0.01% 2043
2021
Q2 		$17K Sell
185
-44
-19% -$4.44K ﹤0.01% 2003
2021
Q1 		$22K Hold
229
– – ﹤0.01% 2043
2020
Q4 		$9K Buy
+229
New +$18.4K ﹤0.01% 2276
2018
Q2 		– Sell
-100
Closed -$4K – 2337
2018
Q1 		$4K Hold
100
– – ﹤0.01% 1919
2017
Q4 		$3K Hold
100
– – ﹤0.01% 1970
2017
Q3 		$2K Hold
100
– – ﹤0.01% 2004
2017
Q2 		$2K Hold
100
– – ﹤0.01% 1962
2017
Q1 		$2K Hold
100
– – ﹤0.01% 1932
2016
Q4 		$2K Hold
100
– – ﹤0.01% 1901
2016
Q3 		$2K Hold
100
– – ﹤0.01% 1819
2016
Q2 		$2K Hold
100
– – ﹤0.01% 1708
2016
Q1 		$2K Buy
+100
New +$2.87K ﹤0.01% 1694

Other funds holding WOLF

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.1B AUM 64.05% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return

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

Geneos Wealth Management sold out of Wolfspeed (WOLF) in Q3 2025, closing a stake of 1,251 shares — an estimated $500 sold.

Geneos Wealth Management first reported a position in WOLF in Q1 2016 and held it in 27 quarters. The position peaked at $22K in Q1 2021. 136 funds tracked by Wall St. Rank hold WOLF as of Q3 2025.

  • Geneos Wealth Management reported no remaining Wolfspeed position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,251 Wolfspeed shares in Q3 2025, an estimated $500.
  • Geneos Wealth Management first reported a position in Wolfspeed in Q1 2016 and held it in 27 quarters.
  • Geneos Wealth Management's Wolfspeed position peaked at $22K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2025.

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