GWM
BROS icon

Geneos Wealth Management’s Dutch Bros BROS Stock Holding History

Geneos Wealth Management’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$861 Hold
17
– – ﹤0.01% 2426
2025
Q4 		$1.04K Sell
17
-150
-90% -$8.52K ﹤0.01% 2404
2025
Q3 		$8.74K Sell
167
-2,534
-94% -$160K ﹤0.01% 2000
2025
Q2 		$185K Sell
2,701
-2,443
-47% -$159K ﹤0.01% 1024
2025
Q1 		$318K Buy
5,144
+4,994
+3,329% +$329K ﹤0.01% 1061
2024
Q4 		$7.86K Sell
150
-100
-40% -$4.41K ﹤0.01% 2155
2024
Q3 		$8.01K Sell
250
-1,225
-83% -$43.2K ﹤0.01% 1915
2024
Q2 		$61.1K Sell
1,475
-450
-23% -$15.5K ﹤0.01% 1004
2024
Q1 		$63.5K Sell
1,925
-50
-3% -$1.48K ﹤0.01% 986
2023
Q4 		$62.5K Sell
1,975
-1,090
-36% -$29.7K ﹤0.01% 991
2023
Q3 		$71.3K Buy
3,065
+2,165
+241% +$61.7K ﹤0.01% 972
2023
Q2 		$25.6K Buy
900
+750
+500% +$22.2K ﹤0.01% 1289
2023
Q1 		$4.75K Sell
150
-2,845
-95% -$96.3K ﹤0.01% 1740
2022
Q4 		$84.4K Buy
2,995
+1,439
+92% +$47.6K 0.01% 877
2022
Q3 		$48K Sell
1,556
-2,815
-64% -$106K ﹤0.01% 1045
2022
Q2 		$141K Buy
4,371
+1,588
+57% +$65.1K 0.01% 881
2022
Q1 		$153K Buy
+2,783
New +$142K 0.01% 912

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Geneos Wealth Management held its Dutch Bros (BROS) position steady in Q1 2026 at 17 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Geneos Wealth Management first reported a position in BROS in Q1 2022 and has held it in 17 quarters since. The position peaked at $318K in Q1 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Geneos Wealth Management held 17 shares of Dutch Bros worth $861 as of Q1 2026.
  • Geneos Wealth Management left its Dutch Bros share count unchanged in Q1 2026.
  • Dutch Bros made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2426 holding.
  • Geneos Wealth Management first reported a position in Dutch Bros in Q1 2022 and has held it in 17 quarters since.
  • Geneos Wealth Management's Dutch Bros position peaked at $318K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

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