Geneva Capital Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $51.7M | Sell |
608,081
-51,778
| -8% | -$4.72M | 1.1% | 33 |
|
|
2025
Q4 | $56.9M | Sell |
659,859
-78,471
| -11% | -$6.46M | 1.07% | 34 |
|
|
2025
Q3 | $62.5M | Sell |
738,330
-1,044
| -0.1% | -$91K | 1.07% | 35 |
|
|
2025
Q2 | $56.2M | Buy |
739,374
+42,126
| +6% | +$2.85M | 0.94% | 39 |
|
|
2025
Q1 | $45M | Sell |
697,248
-2,652
| -0.4% | -$180K | 0.84% | 40 |
|
|
2024
Q4 | $48.9M | Sell |
699,900
-8,620
| -1% | -$629K | 0.85% | 41 |
|
|
2024
Q3 | $44.6M | Buy |
708,520
+1,976
| +0.3% | +$130K | 0.74% | 46 |
|
|
2024
Q2 | $40.4M | Sell |
706,544
-17,416
| -2% | -$947K | 0.74% | 45 |
|
|
2024
Q1 | $39.1M | Sell |
723,960
-4,183
| -0.6% | -$220K | 0.69% | 51 |
|
|
2023
Q4 | $39.8M | Buy |
728,143
+507
| +0.1% | +$21.2K | 0.75% | 50 |
|
|
2023
Q3 | $27.5M | Buy |
727,636
+186,343
| +34% | +$7.88M | 0.58% | 60 |
|
|
2023
Q2 | $21.3M | Sell |
541,293
-994
| -0.2% | -$38.5K | 0.42% | 76 |
|
|
2023
Q1 | $20M | Sell |
542,287
-413,403
| -43% | -$17.8M | 0.41% | 78 |
|
|
2022
Q4 | $36.5M | Buy |
955,690
+189
| +0% | +$7.2K | 0.82% | 49 |
|
|
2022
Q3 | $32.7M | Buy |
955,501
+36,383
| +4% | +$1.47M | 0.76% | 53 |
|
|
2022
Q2 | $33M | Sell |
919,118
-10,542
| -1% | -$405K | 0.76% | 55 |
|
|
2022
Q1 | $43.1M | Sell |
929,660
-10,756
| -1% | -$568K | 0.83% | 49 |
|
|
2021
Q4 | $52.6M | Sell |
940,416
-20,305
| -2% | -$1.14M | 0.85% | 48 |
|
|
2021
Q3 | $49.5M | Sell |
960,721
-5,802
| -0.6% | -$275K | 0.84% | 49 |
|
|
2021
Q2 | $44.8M | Sell |
966,523
-17,102
| -2% | -$799K | 0.73% | 62 |
|
|
2021
Q1 | $46.2M | Sell |
983,625
-21,782
| -2% | -$981K | 0.79% | 53 |
|
|
2020
Q4 | $37.7M | Buy |
1,005,407
+29,998
| +3% | +$948K | 0.64% | 66 |
|
|
2020
Q3 | $22.7M | Buy |
975,409
+23,826
| +3% | +$545K | 0.47% | 82 |
|
|
2020
Q2 | $21M | Buy |
951,583
+26,932
| +3% | +$548K | 0.45% | 84 |
|
|
2020
Q1 | $16.8M | Buy |
+924,651
| New | +$23.2M | 0.48% | 83 |
|
|
2014
Q3 | $9.21M | Sell |
506,752
-9,048
| -2% | -$171K | 0.27% | 97 |
|
|
2014
Q2 | $9.47M | Buy |
515,800
+210,760
| +69% | +$4.15M | 0.23% | 98 |
|
|
2014
Q1 | $6.54M | Buy |
+305,040
| New | +$6.55M | 0.15% | 100 |
|
Other funds holding AX
VPM
VCM
DAM
