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Geneos Wealth Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Geneos Wealth Management’s Portfolio WSC Stock Details WSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-359
Closed -$9.84K – 3208
2025
Q2 		$9.84K Sell
359
-13
-3% -$346 ﹤0.01% 2336
2025
Q1 		$10.3K Sell
372
-5
-1% -$170 ﹤0.01% 2236
2024
Q4 		$12.6K Hold
377
– – ﹤0.01% 1953
2024
Q3 		$14.2K Buy
+377
New +$14.4K ﹤0.01% 1694

Other funds holding WSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Geneos Wealth Management sold out of WillScot Mobile Mini Holdings (WSC) in Q3 2025, closing a stake of 359 shares — an estimated $9.84K sold.

Geneos Wealth Management first reported a position in WSC in Q3 2024 and held it in 4 quarters. The position peaked at $14.2K in Q3 2024. 361 funds tracked by Wall St. Rank hold WSC as of Q3 2025.

  • Geneos Wealth Management reported no remaining WillScot Mobile Mini Holdings position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 359 WillScot Mobile Mini Holdings shares in Q3 2025, an estimated $9.84K.
  • Geneos Wealth Management first reported a position in WillScot Mobile Mini Holdings in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's WillScot Mobile Mini Holdings position peaked at $14.2K in Q3 2024.
  • 361 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q3 2025.

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