Geneos Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

Geneos Wealth Management’s Portfolio BDN Stock Details BDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-277	Closed	-$1.19K	–	2557
2025 Q2	$1.19K	Sell	277 -427	-61%	-$1.77K	﹤0.01%	2935
2025 Q1	$3.14K	Buy	704 +528	+300%	+$2.61K	﹤0.01%	2875
2024 Q4	$986	Hold	176	–	–	﹤0.01%	2772
2024 Q3	$957	Buy	+176	New	+$875	﹤0.01%	2457
2022 Q3	–	Sell	-2,000	Closed	-$19K	–	2056
2022 Q2	$19K	Sell	2,000 -400	-17%	-$4.51K	﹤0.01%	1694
2022 Q1	$33K	Hold	2,400	–	–	﹤0.01%	1548
2021 Q4	$32K	Hold	2,400	–	–	﹤0.01%	1667
2021 Q3	$33K	Hold	2,400	–	–	﹤0.01%	1680
2021 Q2	$33K	Hold	2,400	–	–	﹤0.01%	1663
2021 Q1	$32K	Hold	2,400	–	–	﹤0.01%	1842
2020 Q4	$31K	Buy	+2,400	New	+$25.8K	﹤0.01%	1680
2018 Q1	–	Sell	-152	Closed	-$2K	–	2173
2017 Q4	$2K	Hold	152	–	–	﹤0.01%	2002
2017 Q3	$2K	Hold	152	–	–	﹤0.01%	1950
2017 Q2	$2K	Hold	152	–	–	﹤0.01%	1903
2017 Q1	$2K	Hold	152	–	–	﹤0.01%	1859
2016 Q4	$2K	Hold	152	–	–	﹤0.01%	1827
2016 Q3	$2K	Buy	+152	New	+$2.48K	﹤0.01%	1749

Other funds holding BDN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

KCM

Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Geneos Wealth Management sold out of Brandywine Realty Trust (BDN) in Q3 2025, closing a stake of 277 shares — an estimated $1.19K sold.

Geneos Wealth Management first reported a position in BDN in Q3 2016 and held it in 17 quarters. The position peaked at $33K in Q1 2022. 256 funds tracked by Wall St. Rank hold BDN as of Q3 2025.

Geneos Wealth Management reported no remaining Brandywine Realty Trust position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 277 Brandywine Realty Trust shares in Q3 2025, an estimated $1.19K.
Geneos Wealth Management first reported a position in Brandywine Realty Trust in Q3 2016 and held it in 17 quarters.
Geneos Wealth Management's Brandywine Realty Trust position peaked at $33K in Q1 2022.
256 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2025.

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