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Geneos Wealth Management’s Yelp YELP Stock Holding History

Geneos Wealth Management’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-672
Closed -$23K – 3218
2025
Q2 		$23K Sell
672
-365
-35% -$13.2K ﹤0.01% 1964
2025
Q1 		$38.4K Buy
1,037
+914
+743% +$34.4K ﹤0.01% 2040
2024
Q4 		$4.76K Hold
123
– – ﹤0.01% 2348
2024
Q3 		$4.32K Buy
+123
New +$4.3K ﹤0.01% 2111
2017
Q4 		– Sell
-100
Closed -$4K – 2223
2017
Q3 		$4K Sell
100
-250
-71% -$9.64K ﹤0.01% 1849
2017
Q2 		$10K Sell
350
-175
-33% -$5.46K ﹤0.01% 1553
2017
Q1 		$17K Buy
525
+400
+320% +$14.8K ﹤0.01% 1310
2016
Q4 		$4K Hold
125
– – ﹤0.01% 1719
2016
Q3 		$5K Buy
125
+25
+25% +$876 ﹤0.01% 1597
2016
Q2 		$3K Hold
100
– – ﹤0.01% 1642
2016
Q1 		$1K Buy
+100
New +$2.05K ﹤0.01% 1761

Other funds holding YELP

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geneos Wealth Management sold out of Yelp (YELP) in Q3 2025, closing a stake of 672 shares — an estimated $23K sold.

Geneos Wealth Management first reported a position in YELP in Q1 2016 and held it in 11 quarters. The position peaked at $38.4K in Q1 2025. 310 funds tracked by Wall St. Rank hold YELP as of Q3 2025.

  • Geneos Wealth Management reported no remaining Yelp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 672 Yelp shares in Q3 2025, an estimated $23K.
  • Geneos Wealth Management first reported a position in Yelp in Q1 2016 and held it in 11 quarters.
  • Geneos Wealth Management's Yelp position peaked at $38.4K in Q1 2025.
  • 310 funds tracked by Wall St. Rank held Yelp as of Q3 2025.

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