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Geneos Wealth Management’s White Mountains Insurance WTM Stock Holding History

Geneos Wealth Management’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11
Closed -$19.8K – 3211
2025
Q2 		$19.8K Sell
11
-27
-71% -$48K ﹤0.01% 2036
2025
Q1 		$73.2K Buy
38
+34
+850% +$64K ﹤0.01% 1726
2024
Q4 		$7.78K Hold
4
– – ﹤0.01% 2158
2024
Q3 		$6.79K Buy
+4
New +$6.97K ﹤0.01% 1966
2021
Q2 		– Sell
-39
Closed -$45K – 3139
2021
Q1 		$45K Buy
+39
New +$43.6K ﹤0.01% 1695

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Geneos Wealth Management sold out of White Mountains Insurance (WTM) in Q3 2025, closing a stake of 11 shares — an estimated $19.8K sold.

Geneos Wealth Management first reported a position in WTM in Q1 2021 and held it in 5 quarters. The position peaked at $73.2K in Q1 2025. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

  • Geneos Wealth Management reported no remaining White Mountains Insurance position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 11 White Mountains Insurance shares in Q3 2025, an estimated $19.8K.
  • Geneos Wealth Management first reported a position in White Mountains Insurance in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's White Mountains Insurance position peaked at $73.2K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

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