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Geneos Wealth Management’s WSFS Financial WSFS Stock Holding History

Geneos Wealth Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30
Closed -$1.65K – 3209
2025
Q2 		$1.65K Sell
30
-60
-67% -$3.12K ﹤0.01% 2860
2025
Q1 		$4.67K Buy
90
+69
+329% +$3.72K ﹤0.01% 2763
2024
Q4 		$1.12K Hold
21
– – ﹤0.01% 2744
2024
Q3 		$1.07K Buy
+21
New +$1.09K ﹤0.01% 2436
2022
Q3 		– Sell
-3,600
Closed -$147K – 2617
2022
Q2 		$147K Hold
3,600
– – 0.01% 863
2022
Q1 		$167K Buy
+3,600
New +$187K 0.01% 870
2021
Q2 		– Sell
-109
Closed -$5K – 3137
2021
Q1 		$5K Buy
+109
New +$5.25K ﹤0.01% 2682

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Geneos Wealth Management sold out of WSFS Financial (WSFS) in Q3 2025, closing a stake of 30 shares — an estimated $1.65K sold.

Geneos Wealth Management first reported a position in WSFS in Q1 2021 and held it in 7 quarters. The position peaked at $167K in Q1 2022. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • Geneos Wealth Management reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 30 WSFS Financial shares in Q3 2025, an estimated $1.65K.
  • Geneos Wealth Management first reported a position in WSFS Financial in Q1 2021 and held it in 7 quarters.
  • Geneos Wealth Management's WSFS Financial position peaked at $167K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

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