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Geneos Wealth Management’s Choice Hotels CHH Stock Holding History

Geneos Wealth Management’s Portfolio CHH Stock Details CHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9
Closed -$1.14K – 2614
2025
Q2 		$1.14K Sell
9
-13
-59% -$1.64K ﹤0.01% 2948
2025
Q1 		$2.92K Buy
22
+18
+450% +$2.57K ﹤0.01% 2891
2024
Q4 		$568 Hold
4
– – ﹤0.01% 2869
2024
Q3 		$521 Buy
+4
New +$501 ﹤0.01% 2551

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geneos Wealth Management sold out of Choice Hotels (CHH) in Q3 2025, closing a stake of 9 shares — an estimated $1.14K sold.

Geneos Wealth Management first reported a position in CHH in Q3 2024 and held it in 4 quarters. The position peaked at $2.92K in Q1 2025. 344 funds tracked by Wall St. Rank hold CHH as of Q3 2025.

  • Geneos Wealth Management reported no remaining Choice Hotels position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 9 Choice Hotels shares in Q3 2025, an estimated $1.14K.
  • Geneos Wealth Management first reported a position in Choice Hotels in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Choice Hotels position peaked at $2.92K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2025.

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