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Geneos Wealth Management’s Clear Secure YOU Stock Holding History

Geneos Wealth Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,655
Closed -$45.9K – 3219
2025
Q2 		$45.9K Buy
1,655
+680
+70% +$17.3K ﹤0.01% 1618
2025
Q1 		$25.3K Buy
975
+748
+330% +$18.6K ﹤0.01% 1836
2024
Q4 		$6.05K Buy
227
+98
+76% +$2.96K ﹤0.01% 2262
2024
Q3 		$4.28K Buy
+129
New +$3.33K ﹤0.01% 2118

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of Clear Secure (YOU) in Q3 2025, closing a stake of 1,655 shares — an estimated $45.9K sold.

Geneos Wealth Management first reported a position in YOU in Q3 2024 and held it in 4 quarters. The position peaked at $45.9K in Q2 2025. 365 funds tracked by Wall St. Rank hold YOU as of Q3 2025.

  • Geneos Wealth Management reported no remaining Clear Secure position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,655 Clear Secure shares in Q3 2025, an estimated $45.9K.
  • Geneos Wealth Management first reported a position in Clear Secure in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Clear Secure position peaked at $45.9K in Q2 2025.
  • 365 funds tracked by Wall St. Rank held Clear Secure as of Q3 2025.

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