Geneos Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,288
| Closed | -$415K | – | 3216 |
|
|
2025
Q2 | $415K | Buy |
3,288
+268
| +9% | +$30.1K | 0.01% | 768 |
|
|
2025
Q1 | $325K | Buy |
3,020
+1,993
| +194% | +$253K | 0.01% | 751 |
|
|
2024
Q4 | $135K | Buy |
1,027
+249
| +32% | +$33.7K | ﹤0.01% | 968 |
|
|
2024
Q3 | $83.6K | Buy |
+778
| New | +$87.1K | ﹤0.01% | 1016 |
|
|
2022
Q3 | – | Sell |
-1,010
| Closed | -$28K | – | 2621 |
|
|
2022
Q2 | $28K | Buy |
1,010
+168
| +20% | +$5.34K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $36K | Hold |
842
| – | – | ﹤0.01% | 1525 |
|
|
2021
Q4 | $38K | Sell |
842
-42
| -5% | -$1.95K | ﹤0.01% | 1610 |
|
|
2021
Q3 | $42K | Sell |
884
-634
| -42% | -$31.8K | ﹤0.01% | 1571 |
|
|
2021
Q2 | $75K | Buy |
1,518
+818
| +117% | +$40K | ﹤0.01% | 1288 |
|
|
2021
Q1 | $33K | Hold |
700
| – | – | ﹤0.01% | 1837 |
|
|
2020
Q4 | $29K | Hold |
700
| – | – | ﹤0.01% | 1720 |
|
|
2020
Q3 | $20K | Hold |
700
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q2 | $17K | Hold |
700
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q1 | $12K | Hold |
700
| – | – | ﹤0.01% | 1751 |
|
|
2019
Q4 | $19K | Sell |
700
-86
| -11% | -$2.36K | ﹤0.01% | 1716 |
|
|
2019
Q3 | $19K | Sell |
786
-125
| -14% | -$2.89K | ﹤0.01% | 1643 |
|
|
2019
Q2 | $18K | Hold |
911
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q1 | $16K | Hold |
911
| – | – | ﹤0.01% | 1680 |
|
|
2018
Q4 | $17K | Buy |
911
+211
| +30% | +$5.85K | ﹤0.01% | 1577 |
|
|
2018
Q3 | $27K | Buy |
700
+289
| +70% | +$10.5K | ﹤0.01% | 1453 |
|
|
2018
Q2 | $14K | Sell |
411
-1,067
| -72% | -$38.7K | ﹤0.01% | 1592 |
|
|
2018
Q1 | $52K | Buy |
1,478
+778
| +111% | +$26K | ﹤0.01% | 983 |
|
|
2017
Q4 | $22K | Hold |
700
| – | – | ﹤0.01% | 1350 |
|
|
2017
Q3 | $16K | Hold |
700
| – | – | ﹤0.01% | 1422 |
|
|
2017
Q2 | $15K | Sell |
700
-78
| -10% | -$1.46K | ﹤0.01% | 1393 |
|
|
2017
Q1 | $12K | Buy |
778
+145
| +23% | +$2.37K | ﹤0.01% | 1438 |
|
|
2016
Q4 | $9K | Buy |
633
+144
| +29% | +$2K | ﹤0.01% | 1482 |
|
|
2016
Q3 | $6K | Buy |
489
+78
| +19% | +$882 | ﹤0.01% | 1536 |
|
|
2016
Q2 | $3K | Hold |
411
| – | – | ﹤0.01% | 1641 |
|
|
2016
Q1 | $4K | Buy |
+411
| New | +$3.58K | ﹤0.01% | 1573 |
|
Other funds holding XPO
MP
DCP
OAG
Geneos Wealth Management's XPO Position: Q3 2025 in Review
Geneos Wealth Management sold out of XPO (XPO) in Q3 2025, closing a stake of 3,288 shares — an estimated $415K sold.
Geneos Wealth Management first reported a position in XPO in Q1 2016 and held it in 30 quarters. The position peaked at $415K in Q2 2025. 544 funds tracked by Wall St. Rank hold XPO as of Q3 2025.
- Geneos Wealth Management reported no remaining XPO position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 3,288 XPO shares in Q3 2025, an estimated $415K.
- Geneos Wealth Management first reported a position in XPO in Q1 2016 and held it in 30 quarters.
- Geneos Wealth Management's XPO position peaked at $415K in Q2 2025.
- 544 funds tracked by Wall St. Rank held XPO as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.