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Geneos Wealth Management’s Acadia Realty Trust AKR Stock Holding History

Geneos Wealth Management’s Portfolio AKR Stock Details AKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50
Closed -$929 – 2489
2025
Q2 		$929 Buy
+50
New +$968 ﹤0.01% 3007

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T. Rowe Price Associates
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State Street
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Geode Capital Management
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Massachusetts Financial Services
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EGM
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Alyeska Investment Group
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Geneos Wealth Management's AKR Position: Q3 2025 in Review

Geneos Wealth Management sold out of Acadia Realty Trust (AKR) in Q3 2025, closing a stake of 50 shares — an estimated $929 sold.

Geneos Wealth Management first reported a position in AKR in Q2 2025 and held it in 1 quarter. The position peaked at $929 in Q2 2025. 212 funds tracked by Wall St. Rank hold AKR as of Q3 2025.

  • Geneos Wealth Management reported no remaining Acadia Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 50 Acadia Realty Trust shares in Q3 2025, an estimated $929.
  • Geneos Wealth Management first reported a position in Acadia Realty Trust in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Acadia Realty Trust position peaked at $929 in Q2 2025.
  • 212 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q3 2025.

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