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 Q1	$125K	Buy	+1,150	New	+$153K	﹤0.01%	1104
2025 Q3	–	Sell	-451	Closed	-$78.1K	–	2515
2025 Q2	$78.1K	Sell	451 -554	-55%	-$87.6K	﹤0.01%	1355
2025 Q1	$147K	Buy	1,005 +944	+1,548%	+$163K	﹤0.01%	1371
2024 Q4	$10.8K	Sell	61 -5	-8%	-$853	﹤0.01%	2023
2024 Q3	$10.3K	Buy	+66	New	+$9.58K	﹤0.01%	1832
2024 Q2	–	Sell	-11	Closed	-$1.46K	–	2061
2024 Q1	$1.46K	Buy	+11	New	+$1.41K	﹤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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's ARES Position: Q1 2026 in Review

Geneos Wealth Management opened a new position in Ares Management (ARES) in Q1 2026: 1,150 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in ARES as recently as Q2 2025.

Geneos Wealth Management first reported a position in ARES in Q2 2021 and has held it in 13 quarters since. The position peaked at $147K in Q1 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Geneos Wealth Management held 1,150 shares of Ares Management worth $125K as of Q1 2026.
Ares Management was a new Geneos Wealth Management position in Q1 2026.
Ares Management made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1104 holding.
Geneos Wealth Management first reported a position in Ares Management in Q2 2021 and has held it in 13 quarters since.
Geneos Wealth Management's Ares Management position peaked at $147K in Q1 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.