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Geneos Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Geneos Wealth Management’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-206
Closed -$17.2K – 2465
2025
Q3 		$17.2K Buy
206
+108
+110% +$8.65K ﹤0.01% 1783
2025
Q2 		$7.09K Sell
98
-28,245
-100% -$2.1M ﹤0.01% 2446
2025
Q1 		$2.62M Sell
28,343
-4,189
-13% -$410K 0.09% 267
2024
Q4 		$3.17M Buy
32,532
+2,319
+8% +$254K 0.11% 204
2024
Q3 		$3.59M Buy
30,213
+7,840
+35% +$934K 0.14% 182
2024
Q2 		$2.62M Sell
22,373
-6,559
-23% -$782K 0.12% 207
2024
Q1 		$3.73M Sell
28,932
-1,713
-6% -$211K 0.17% 150
2023
Q4 		$3.88M Sell
30,645
-8,329
-21% -$896K 0.19% 133
2023
Q3 		$3.9M Buy
38,974
+2,302
+6% +$267K 0.2% 131
2023
Q2 		$4.16M Buy
36,672
+9,472
+35% +$1.13M 0.22% 126
2023
Q1 		$3.42M Buy
+27,200
New +$4M 0.21% 130
2022
Q3 		– Sell
-30
Closed -$4K – 2029
2022
Q2 		$4K Buy
30
+20
+200% +$3.39K ﹤0.01% 2234
2022
Q1 		$2K Buy
+10
New +$1.95K ﹤0.01% 2518
2021
Q1 		– Sell
-30
Closed -$5K – 3118
2020
Q4 		$5K Sell
30
-191
-86% -$31.6K ﹤0.01% 2447
2020
Q3 		$35K Hold
221
– – ﹤0.01% 1389
2020
Q2 		$35K Hold
221
– – ﹤0.01% 1371
2020
Q1 		$31K Sell
221
-90
-29% -$14.1K ﹤0.01% 1318
2019
Q4 		$49K Hold
311
– – ﹤0.01% 1261
2019
Q3 		$47K Hold
311
– – ﹤0.01% 1208
2019
Q2 		$43K Hold
311
– – ﹤0.01% 1265
2019
Q1 		$44K Hold
311
– – ﹤0.01% 1199
2018
Q4 		$35K Buy
311
+21
+7% +$2.56K ﹤0.01% 1257
2018
Q3 		$36K Buy
290
+200
+222% +$25.3K ﹤0.01% 1314
2018
Q2 		$11K Buy
+90
New +$11.2K ﹤0.01% 1667

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geneos Wealth Management's ARE Position: Q4 2025 in Review

Geneos Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q4 2025, closing a stake of 206 shares — an estimated $17.2K sold.

Geneos Wealth Management first reported a position in ARE in Q2 2018 and held it in 24 quarters. The position peaked at $4.16M in Q2 2023. 600 funds tracked by Wall St. Rank hold ARE as of Q4 2025.

  • Geneos Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 206 Alexandria Real Estate Equities shares in Q4 2025, an estimated $17.2K.
  • Geneos Wealth Management first reported a position in Alexandria Real Estate Equities in Q2 2018 and held it in 24 quarters.
  • Geneos Wealth Management's Alexandria Real Estate Equities position peaked at $4.16M in Q2 2023.
  • 600 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.