GWM
BRSP

Geneos Wealth Management’s BrightSpire Capital BRSP Stock Holding History

Geneos Wealth Management’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.6K Hold
4,926
– – ﹤0.01% 1654
2025
Q4 		$27.6K Hold
4,926
– – ﹤0.01% 1617
2025
Q3 		$26.7K Hold
4,926
– – ﹤0.01% 1614
2025
Q2 		$24.9K Sell
4,926
-6,225
-56% -$31.4K ﹤0.01% 1926
2025
Q1 		$62K Buy
11,151
+5,620
+102% +$32.8K ﹤0.01% 1801
2024
Q4 		$31.2K Sell
5,531
-1,146
-17% -$6.77K ﹤0.01% 1527
2024
Q3 		$37.4K Hold
6,677
– – ﹤0.01% 1304
2024
Q2 		$38.1K Hold
6,677
– – ﹤0.01% 1156
2024
Q1 		$46K Sell
6,677
-1,530
-19% -$10.7K ﹤0.01% 1094
2023
Q4 		$61.1K Hold
8,207
– – ﹤0.01% 999
2023
Q3 		$51.4K Hold
8,207
– – ﹤0.01% 1072
2023
Q2 		$55.2K Sell
8,207
-1,332
-14% -$7.91K ﹤0.01% 1049
2023
Q1 		$56.3K Hold
9,539
– – ﹤0.01% 1037
2022
Q4 		$59.4K Buy
9,539
+436
+5% +$3.03K ﹤0.01% 990
2022
Q3 		$57K Sell
9,103
-26,236
-74% -$217K ﹤0.01% 986
2022
Q2 		$271K Buy
35,339
+109
+0.3% +$923 0.01% 641
2022
Q1 		$325K Buy
+35,230
New +$326K 0.01% 643
2021
Q2 		– Sell
-33,833
Closed -$294K – 2878
2021
Q1 		$294K Buy
33,833
+58
+0.2% +$493 0.01% 807
2020
Q4 		$293K Sell
33,775
-6,277
-16% -$40.7K 0.01% 694
2020
Q3 		$194K Sell
40,052
-298
-0.7% -$1.79K 0.01% 699
2020
Q2 		$267K Sell
40,350
-2,187
-5% -$11.2K 0.01% 578
2020
Q1 		$223K Sell
42,537
-1,455
-3% -$16K 0.02% 579
2019
Q4 		$582K Sell
43,992
-4,169
-9% -$56.6K 0.03% 409
2019
Q3 		$696K Sell
48,161
-12,033
-20% -$175K 0.04% 345
2019
Q2 		$933K Sell
60,194
-11,981
-17% -$187K 0.06% 290
2019
Q1 		$1.13M Sell
72,175
-14,537
-17% -$239K 0.07% 254
2018
Q4 		$1.41M Sell
86,712
-8,560
-9% -$163K 0.1% 197
2018
Q3 		$2.1M Sell
95,272
-2,908
-3% -$61K 0.14% 170
2018
Q2 		$2.04M Buy
+98,180
New +$1.9M 0.16% 143

Other funds holding BRSP

NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management held its BrightSpire Capital (BRSP) position steady in Q1 2026 at 4,926 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Geneos Wealth Management first reported a position in BRSP in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.1M in Q3 2018. 197 funds tracked by Wall St. Rank hold BRSP as of Q1 2026.

  • Geneos Wealth Management held 4,926 shares of BrightSpire Capital worth $27.6K as of Q1 2026.
  • Geneos Wealth Management left its BrightSpire Capital share count unchanged in Q1 2026.
  • BrightSpire Capital made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1654 holding.
  • Geneos Wealth Management first reported a position in BrightSpire Capital in Q2 2018 and has held it in 29 quarters since.
  • Geneos Wealth Management's BrightSpire Capital position peaked at $2.1M in Q3 2018.
  • 197 funds tracked by Wall St. Rank held BrightSpire Capital as of Q1 2026.

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