Genus Capital Management
AMG icon

Genus Capital Management’s Affiliated Managers Group AMG Stock Holding History

Genus Capital Management’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.49M Sell
6,811
-1,560
-19% -$566K 0.25% 115
2026
Q2 		$2.83M Buy
8,371
+1,381
+20% +$428K 0.28% 97
2026
Q1 		$1.93M Sell
6,990
-19,995
-74% -$6.03M 0.22% 118
2025
Q4 		$7.78M Buy
26,985
+4,350
+19% +$1.12M 0.91% 40
2025
Q3 		$5.4M Buy
22,635
+20,175
+820% +$4.45M 0.63% 55
2025
Q2 		$484K Sell
2,460
-1,030
-30% -$179K 0.06% 142
2025
Q1 		$586K Buy
+3,490
New +$608K 0.09% 136
2024
Q2 		– Sell
-20,600
Closed -$3.28M – 205
2024
Q1 		$3.45M Buy
+20,600
New +$3.2M 0.45% 78
2023
Q4 		– Sell
-13,400
Closed -$1.8M – 202
2023
Q3 		$1.75M Buy
+13,400
New +$1.87M 0.27% 99

Other funds holding AMG

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Clarkston Capital Partners
Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return

Genus Capital Management's AMG Position: Q3 2026 in Review

Genus Capital Management reduced its Affiliated Managers Group (AMG) stake by 19% in Q3 2026, selling an estimated $566K and leaving 6,811 shares worth $2.49M. The position accounts for 0.25% of the portfolio, ranked #115.

Genus Capital Management first reported a position in AMG in Q3 2023 and has held it in 9 quarters since. The position peaked at $7.78M in Q4 2025. 331 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Genus Capital Management held 6,811 shares of Affiliated Managers Group worth $2.49M as of Q3 2026.
  • Genus Capital Management sold 1,560 Affiliated Managers Group shares in Q3 2026, an estimated $566K.
  • Affiliated Managers Group made up 0.25% of Genus Capital Management's portfolio in Q3 2026, its #115 holding.
  • Genus Capital Management first reported a position in Affiliated Managers Group in Q3 2023 and has held it in 9 quarters since.
  • Genus Capital Management's Affiliated Managers Group position peaked at $7.78M in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Genus Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.