GCM
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Geneva Capital Management’s Vertex VERX Stock Holding History

Geneva Capital Management’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.4M Sell
2,134,691
-575,808
-21% -$8.97M 0.54% 56
2025
Q4 		$54.1M Sell
2,710,499
-222,385
-8% -$4.81M 1.02% 36
2025
Q3 		$72.7M Sell
2,932,884
-84,851
-3% -$2.46M 1.25% 28
2025
Q2 		$107M Buy
3,017,735
+974,530
+48% +$37.1M 1.79% 18
2025
Q1 		$71.5M Buy
2,043,205
+605,617
+42% +$27.7M 1.34% 24
2024
Q4 		$76.7M Sell
1,437,588
-13,011
-0.9% -$631K 1.33% 27
2024
Q3 		$55.9M Buy
1,450,599
+414,945
+40% +$15.3M 0.93% 35
2024
Q2 		$37.3M Buy
+1,035,654
New +$33.3M 0.68% 48

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