GWM
ARR

Geneos Wealth Management’s Armour Residential REIT ARR Stock Holding History

Geneos Wealth Management’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-73
Closed -$1.23K – 2520
2025
Q2 		$1.23K Sell
73
-187
-72% -$3K ﹤0.01% 2925
2025
Q1 		$4.45K Buy
+260
New +$4.85K ﹤0.01% 2783
2022
Q3 		– Sell
-33
Closed -$1K – 2031
2022
Q2 		$1K Buy
33
+1
+3% +$37 ﹤0.01% 2463
2022
Q1 		$1K Sell
32
-411
-93% -$18.3K ﹤0.01% 2609
2021
Q4 		$21K Buy
443
+413
+1,377% +$21.4K ﹤0.01% 1852
2021
Q3 		$1K Buy
30
+1
+3% +$54 ﹤0.01% 2709
2021
Q2 		$1K Hold
29
– – ﹤0.01% 2728
2021
Q1 		$1K Sell
29
-33
-53% -$1.94K ﹤0.01% 2983
2020
Q4 		$3K Buy
62
+16
+35% +$824 ﹤0.01% 2594
2020
Q3 		$2K Buy
46
+15
+48% +$716 ﹤0.01% 2375
2020
Q2 		$1K Hold
31
– – ﹤0.01% 2420
2020
Q1 		$1K Buy
31
+1
+3% +$85 ﹤0.01% 2335
2019
Q4 		$2K Hold
30
– – ﹤0.01% 2349
2019
Q3 		$2K Buy
30
+1
+3% +$87 ﹤0.01% 2280
2019
Q2 		$2K Buy
29
+1
+4% +$94 ﹤0.01% 2292
2019
Q1 		$2K Hold
28
– – ﹤0.01% 2213
2018
Q4 		$2K Buy
28
+1
+4% +$108 ﹤0.01% 2173
2018
Q3 		$3K Buy
27
+1
+4% +$117 ﹤0.01% 2158
2018
Q2 		$3K Hold
26
– – ﹤0.01% 2022
2018
Q1 		$3K Buy
26
+9
+53% +$1.05K ﹤0.01% 1938
2017
Q4 		$2K Buy
17
+1
+6% +$129 ﹤0.01% 1998
2017
Q3 		$2K Hold
16
– – ﹤0.01% 1946
2017
Q2 		$2K Hold
16
– – ﹤0.01% 1900
2017
Q1 		$1K Hold
16
– – ﹤0.01% 1959
2016
Q4 		$1K Sell
16
-14
-47% -$1.55K ﹤0.01% 1922
2016
Q3 		$3K Sell
30
-103
-77% -$11.2K ﹤0.01% 1671
2016
Q2 		$13K Buy
133
+4
+3% +$406 ﹤0.01% 1244
2016
Q1 		$13K Buy
+129
New +$12.8K ﹤0.01% 1215

Other funds holding ARR

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geneos Wealth Management sold out of Armour Residential REIT (ARR) in Q3 2025, closing a stake of 73 shares — an estimated $1.23K sold.

Geneos Wealth Management first reported a position in ARR in Q1 2016 and held it in 28 quarters. The position peaked at $21K in Q4 2021. 210 funds tracked by Wall St. Rank hold ARR as of Q3 2025.

  • Geneos Wealth Management reported no remaining Armour Residential REIT position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 73 Armour Residential REIT shares in Q3 2025, an estimated $1.23K.
  • Geneos Wealth Management first reported a position in Armour Residential REIT in Q1 2016 and held it in 28 quarters.
  • Geneos Wealth Management's Armour Residential REIT position peaked at $21K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Armour Residential REIT as of Q3 2025.

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