Geneos Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.14K | Hold |
200
| – | – | ﹤0.01% | 2314 |
|
|
2026
Q1 | $2.11K | Hold |
200
| – | – | ﹤0.01% | 2312 |
|
|
2025
Q4 | $1.94K | Hold |
200
| – | – | ﹤0.01% | 2322 |
|
|
2025
Q3 | $2.03K | Sell |
200
-82
| -29% | -$836 | ﹤0.01% | 2319 |
|
|
2025
Q2 | $2.73K | Hold |
282
| – | – | ﹤0.01% | 2745 |
|
|
2025
Q1 | $2.7K | Buy |
282
+82
| +41% | +$778 | ﹤0.01% | 2686 |
|
|
2024
Q4 | $1.73K | Hold |
200
| – | – | ﹤0.01% | 2651 |
|
|
2024
Q3 | $1.84K | Hold |
200
| – | – | ﹤0.01% | 2319 |
|
|
2024
Q2 | $1.96K | Hold |
200
| – | – | ﹤0.01% | 1892 |
|
|
2024
Q1 | $2.23K | Hold |
200
| – | – | ﹤0.01% | 1882 |
|
|
2023
Q4 | $2.35K | Hold |
200
| – | – | ﹤0.01% | 1888 |
|
|
2023
Q3 | $2.03K | Hold |
200
| – | – | ﹤0.01% | 1938 |
|
|
2023
Q2 | $2.26K | Hold |
200
| – | – | ﹤0.01% | 1909 |
|
|
2023
Q1 | $1.86K | Hold |
200
| – | – | ﹤0.01% | 1914 |
|
|
2022
Q4 | $2.15K | Hold |
200
| – | – | ﹤0.01% | 1869 |
|
|
2022
Q3 | $1K | Sell |
200
-4,110
| -95% | -$47.2K | ﹤0.01% | 1906 |
|
|
2022
Q2 | $46K | Hold |
4,310
| – | – | ﹤0.01% | 1310 |
|
|
2022
Q1 | $60K | Buy |
4,310
+3,785
| +721% | +$51K | ﹤0.01% | 1293 |
|
|
2021
Q4 | $6K | Hold |
525
| – | – | ﹤0.01% | 2334 |
|
|
2021
Q3 | $7K | Hold |
525
| – | – | ﹤0.01% | 2328 |
|
|
2021
Q2 | $8K | Hold |
525
| – | – | ﹤0.01% | 2267 |
|
|
2021
Q1 | $7K | Hold |
525
| – | – | ﹤0.01% | 2516 |
|
|
2020
Q4 | $7K | Sell |
525
-300
| -36% | -$3.08K | ﹤0.01% | 2343 |
|
|
2020
Q3 | $7K | Sell |
825
-300
| -27% | -$2.76K | ﹤0.01% | 2056 |
|
|
2020
Q2 | $11K | Hold |
1,125
| – | – | ﹤0.01% | 1864 |
|
|
2020
Q1 | $10K | Sell |
1,125
-790
| -41% | -$12.3K | ﹤0.01% | 1806 |
|
|
2019
Q4 | $36K | Hold |
1,915
| – | – | ﹤0.01% | 1417 |
|
|
2019
Q3 | $36K | Hold |
1,915
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q2 | $35K | Hold |
1,915
| – | – | ﹤0.01% | 1361 |
|
|
2019
Q1 | $34K | Hold |
1,915
| – | – | ﹤0.01% | 1327 |
|
|
2018
Q4 | $32K | Hold |
1,915
| – | – | ﹤0.01% | 1296 |
|
|
2018
Q3 | $36K | Hold |
1,915
| – | – | ﹤0.01% | 1315 |
|
|
2018
Q2 | $35K | Hold |
1,915
| – | – | ﹤0.01% | 1206 |
|
|
2018
Q1 | $34K | Hold |
1,915
| – | – | ﹤0.01% | 1166 |
|
|
2017
Q4 | $35K | Hold |
1,915
| – | – | ﹤0.01% | 1155 |
|
|
2017
Q3 | $34K | Hold |
1,915
| – | – | ﹤0.01% | 1114 |
|
|
2017
Q2 | $35K | Hold |
1,915
| – | – | ﹤0.01% | 1067 |
|
|
2017
Q1 | $36K | Buy |
1,915
+128
| +7% | +$2.27K | ﹤0.01% | 1007 |
|
|
2016
Q4 | $29K | Hold |
1,787
| – | – | ﹤0.01% | 1029 |
|
|
2016
Q3 | $29K | Sell |
1,787
-28
| -2% | -$460 | ﹤0.01% | 993 |
|
|
2016
Q2 | $28K | Hold |
1,815
| – | – | ﹤0.01% | 1004 |
|
|
2016
Q1 | $29K | Buy |
+1,815
| New | +$29.2K | ﹤0.01% | 970 |
|
Other funds holding ARI
NSGL
SSA
Geneos Wealth Management's ARI Position: Q2 2026 in Review
Geneos Wealth Management held its Apollo Commercial Real Estate (ARI) position steady in Q2 2026 at 200 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.
Geneos Wealth Management first reported a position in ARI in Q1 2016 and has held it in 42 quarters since. The position peaked at $60K in Q1 2022. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.
- Geneos Wealth Management held 200 shares of Apollo Commercial Real Estate worth $2.14K as of Q2 2026.
- Geneos Wealth Management left its Apollo Commercial Real Estate share count unchanged in Q2 2026.
- Apollo Commercial Real Estate made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2314 holding.
- Geneos Wealth Management first reported a position in Apollo Commercial Real Estate in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Apollo Commercial Real Estate position peaked at $60K in Q1 2022.
- 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.