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Geneos Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Geneos Wealth Management’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-135
Closed -$1.57K – 2511
2025
Q2 		$1.57K Buy
+135
New +$1.58K ﹤0.01% 2873
2022
Q3 		– Sell
-675
Closed -$9K – 2025
2022
Q2 		$9K Sell
675
-27
-4% -$446 ﹤0.01% 1970
2022
Q1 		$12K Buy
702
+27
+4% +$462 ﹤0.01% 1993
2021
Q4 		$10K Hold
675
– – ﹤0.01% 2162
2021
Q3 		$11K Hold
675
– – ﹤0.01% 2168
2021
Q2 		$10K Hold
675
– – ﹤0.01% 2188
2021
Q1 		$10K Hold
675
– – ﹤0.01% 2366
2020
Q4 		$10K Hold
675
– – ﹤0.01% 2203
2020
Q3 		$6K Sell
675
-186
-22% -$1.79K ﹤0.01% 2098
2020
Q2 		$8K Sell
861
-1,719
-67% -$16.3K ﹤0.01% 1970
2020
Q1 		$23K Sell
2,580
-1,488
-37% -$19.5K ﹤0.01% 1441
2019
Q4 		$65K Buy
4,068
+2,307
+131% +$37.3K ﹤0.01% 1127
2019
Q3 		$28K Hold
1,761
– – ﹤0.01% 1449
2019
Q2 		$27K Hold
1,761
– – ﹤0.01% 1479
2019
Q1 		$28K Buy
1,761
+1,575
+847% +$25.2K ﹤0.01% 1405
2018
Q4 		$2K Hold
186
– – ﹤0.01% 2171
2018
Q3 		$3K Hold
186
– – ﹤0.01% 2157
2018
Q2 		$3K Sell
186
-220
-54% -$4.02K ﹤0.01% 2021
2018
Q1 		$7K Sell
406
-505
-55% -$9.25K ﹤0.01% 1746
2017
Q4 		$17K Buy
911
+170
+23% +$3.28K ﹤0.01% 1440
2017
Q3 		$14K Buy
741
+406
+121% +$7.44K ﹤0.01% 1446
2017
Q2 		$6K Hold
335
– – ﹤0.01% 1662
2017
Q1 		$6K Hold
335
– – ﹤0.01% 1621
2016
Q4 		$6K Buy
+335
New +$6.23K ﹤0.01% 1555

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geneos Wealth Management's APLE Position: Q3 2025 in Review

Geneos Wealth Management sold out of Apple Hospitality REIT (APLE) in Q3 2025, closing a stake of 135 shares — an estimated $1.57K sold.

Geneos Wealth Management first reported a position in APLE in Q4 2016 and held it in 24 quarters. The position peaked at $65K in Q4 2019. 336 funds tracked by Wall St. Rank hold APLE as of Q3 2025.

  • Geneos Wealth Management reported no remaining Apple Hospitality REIT position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 135 Apple Hospitality REIT shares in Q3 2025, an estimated $1.57K.
  • Geneos Wealth Management first reported a position in Apple Hospitality REIT in Q4 2016 and held it in 24 quarters.
  • Geneos Wealth Management's Apple Hospitality REIT position peaked at $65K in Q4 2019.
  • 336 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2025.

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