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Geneos Wealth Management’s XP XP Stock Holding History

Geneos Wealth Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-346
Closed -$6.99K – 3215
2025
Q2 		$6.99K Sell
346
-462
-57% -$7.98K ﹤0.01% 2458
2025
Q1 		$11.1K Buy
808
+450
+126% +$6.2K ﹤0.01% 2534
2024
Q4 		$4.24K Buy
358
+135
+61% +$2.13K ﹤0.01% 2392
2024
Q3 		$4K Buy
+223
New +$4.07K ﹤0.01% 2135
2020
Q2 		– Sell
-500
Closed -$11K – 2635
2020
Q1 		$11K Buy
+500
New +$16.9K ﹤0.01% 1797

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management sold out of XP (XP) in Q3 2025, closing a stake of 346 shares — an estimated $6.99K sold.

Geneos Wealth Management first reported a position in XP in Q1 2020 and held it in 5 quarters. The position peaked at $11.1K in Q1 2025. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

  • Geneos Wealth Management reported no remaining XP position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 346 XP shares in Q3 2025, an estimated $6.99K.
  • Geneos Wealth Management first reported a position in XP in Q1 2020 and held it in 5 quarters.
  • Geneos Wealth Management's XP position peaked at $11.1K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held XP as of Q3 2025.

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