Geneos Wealth Management
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
Q3 		$137K Buy
3,549
+3,532
+20,776% +$190K ﹤0.01% 1235
2026
Q2 		$1.22K Hold
17
– – ﹤0.01% 2395
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 Buy
2,701
+129
+5% +$8.42K ﹤0.01% 1024
2025
Q1 		$159K Buy
2,572
+2,422
+1,615% +$160K 0.01% 1002
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 		$4.74K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geneos Wealth Management's BROS Position: Q3 2026 in Review

Geneos Wealth Management increased its Dutch Bros (BROS) stake by 20,776% in Q3 2026, buying an estimated $190K and bringing the position to 3,549 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Geneos Wealth Management first reported a position in BROS in Q1 2022 and has held it in 19 quarters since. The position peaked at $185K in Q2 2025. 408 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Geneos Wealth Management held 3,549 shares of Dutch Bros worth $137K as of Q3 2026.
  • Geneos Wealth Management bought 3,532 Dutch Bros shares in Q3 2026, an estimated $190K.
  • Dutch Bros made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1235 holding.
  • Geneos Wealth Management first reported a position in Dutch Bros in Q1 2022 and has held it in 19 quarters since.
  • Geneos Wealth Management's Dutch Bros position peaked at $185K in Q2 2025.
  • 408 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.