Geneos Wealth Management
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Geneos Wealth Management’s Ares Management ARES Stock Holding History

Geneos Wealth Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$625K Buy
5,381
+1,631
+43% +$213K 0.01% 723
2026
Q2 		$417K Buy
3,750
+2,600
+226% +$312K 0.01% 792
2026
Q1 		$125K Buy
+1,150
New +$153K ﹤0.01% 1104
2025
Q3 		– Sell
-451
Closed -$78.1K – 2515
2025
Q2 		$78.1K Sell
451
-42
-9% -$6.64K ﹤0.01% 1355
2025
Q1 		$72.3K Buy
493
+432
+708% +$74.6K ﹤0.01% 1303
2024
Q4 		$10.8K Sell
61
-5
-8% -$853 ﹤0.01% 2023
2024
Q3 		$10.3K Buy
+66
New +$9.6K ﹤0.01% 1832
2024
Q2 		– Sell
-11
Closed -$1.46K – 2061
2024
Q1 		$1.46K Buy
+11
New +$1.4K ﹤0.01% 1950
2023
Q1 		– Sell
-300
Closed -$20.5K – 2046
2022
Q4 		$20.5K Hold
300
– – ﹤0.01% 1332
2022
Q3 		$18K Sell
300
-100
-25% -$6.99K ﹤0.01% 1350
2022
Q2 		$23K Hold
400
– – ﹤0.01% 1623
2022
Q1 		$32K Buy
400
+300
+300% +$23K ﹤0.01% 1568
2021
Q4 		$8K Hold
100
– – ﹤0.01% 2250
2021
Q3 		$7K Hold
100
– – ﹤0.01% 2327
2021
Q2 		$6K Buy
+100
New +$5.59K ﹤0.01% 2366

Other funds holding ARES

Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geneos Wealth Management's ARES Position: Q3 2026 in Review

Geneos Wealth Management increased its Ares Management (ARES) stake by 43% in Q3 2026, buying an estimated $213K and bringing the position to 5,381 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #723.

Geneos Wealth Management first reported a position in ARES in Q2 2021 and has held it in 15 quarters since. 584 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Geneos Wealth Management held 5,381 shares of Ares Management worth $625K as of Q3 2026.
  • Geneos Wealth Management bought 1,631 Ares Management shares in Q3 2026, an estimated $213K.
  • Ares Management made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #723 holding.
  • Geneos Wealth Management first reported a position in Ares Management in Q2 2021 and has held it in 15 quarters since.
  • 584 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.