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Broadridge Financial Solutions shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 4.8k 223.17
2025-09-30 $1.0M 4.3k 238.17
2025-06-30 $1.0M 4.1k 243.03
2025-03-31 $796k 3.3k 242.46
2024-12-31 $356k 1.6k 226.02
2024-09-30 $325k 1.5k 214.96
2024-06-30 $38k 191 196.49
2024-03-31 $60k 293 204.51
2023-12-31 $5.2M 25k 205.75
2023-09-30 $6.5M 36k 179.05
2023-06-30 $6.0M 36k 165.63
2023-03-31 $4.4M 30k 146.57
2022-12-31 $25k 187 134.13
2022-09-30 $26k 187 139.04
2022-06-30 $48k 328 146.34
2022-03-31 $50k 327 152.91
2021-12-31 $62k 339 182.89
2021-09-30 $54k 326 165.64
2021-06-30 $53k 326 162.58
2021-03-31 $70k 442 158.37
2020-12-31 $65k 441 147.39
2020-09-30 $58k 449 129.18
2020-06-30 $56k 449 124.72
2020-03-31 $33k 361 91.41
2019-12-31 $41k 336 122.02
2019-09-30 $41k 335 122.39
2019-06-30 $42k 335 125.37
2019-03-31 $34k 334 101.80
2018-12-31 $31k 334 92.81
2018-09-30 $44k 333 132.13
2018-06-30 $38k 333 114.11
2018-03-31 $36k 333 108.11
2017-12-31 $30k 332 90.36
2017-09-30 $31k 387 80.10
2017-06-30 $29k 386 75.13
2017-03-31 $26k 386 67.36
2016-12-31 $26k 402 64.68
2016-09-30 $27k 402 67.16
2016-06-30 $25k 385 64.94
2016-03-31 $34k 574 59.23

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View all positions for Geneos Wealth Management

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
State Street Corporation
Alliancebernstein
Geode Capital Management
Henderson Group
Barclays
Mitsubishi UFJ Asset Management
Northern Trust
Stifel Financial
APG All Pensions Group NV
Invesco
Ameriprise Financial
Bahl & Gaynor
Wells Fargo & Company

View all funds holding Broadridge Financial Solutions