GWM
CSGP icon

Geneos Wealth Management’s CoStar Group CSGP Stock Holding History

Geneos Wealth Management’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-140
Closed -$11.8K – 2484
2025
Q3 		$11.8K Sell
140
-807
-85% -$71.3K ﹤0.01% 1909
2025
Q2 		$76.1K Buy
947
+82
+9% +$6.39K ﹤0.01% 1363
2025
Q1 		$68.5K Buy
865
+511
+144% +$38.9K ﹤0.01% 1325
2024
Q4 		$25.3K Buy
354
+1
+0.3% +$76 ﹤0.01% 1613
2024
Q3 		$26.6K Buy
+353
New +$26.8K ﹤0.01% 1442
2024
Q2 		– Sell
-28
Closed -$2.71K – 2082
2024
Q1 		$2.71K Buy
+28
New +$2.41K ﹤0.01% 1842
2021
Q2 		– Sell
-530
Closed -$45K – 2896
2021
Q1 		$45K Sell
530
-100
-16% -$8.63K ﹤0.01% 1687
2020
Q4 		$1K Buy
630
+610
+3,050% +$53.5K ﹤0.01% 2775
2020
Q3 		$1K Buy
+20
New +$1.59K ﹤0.01% 2500
2019
Q2 		– Sell
-80
Closed -$3K – 2497
2019
Q1 		$3K Hold
80
– – ﹤0.01% 2140
2018
Q4 		$2K Hold
80
– – ﹤0.01% 2184
2018
Q3 		$3K Hold
80
– – ﹤0.01% 2167
2018
Q2 		$3K Hold
80
– – ﹤0.01% 2027
2018
Q1 		$2K Hold
80
– – ﹤0.01% 2021
2017
Q4 		$2K Hold
80
– – ﹤0.01% 2010
2017
Q3 		$2K Hold
80
– – ﹤0.01% 1957
2017
Q2 		$2K Hold
80
– – ﹤0.01% 1908
2017
Q1 		$1K Hold
80
– – ﹤0.01% 1968
2016
Q4 		$1K Sell
80
-140
-64% -$2.75K ﹤0.01% 1935
2016
Q3 		$4K Hold
220
– – ﹤0.01% 1620
2016
Q2 		$4K Hold
220
– – ﹤0.01% 1555
2016
Q1 		$4K Buy
+220
New +$3.9K ﹤0.01% 1534

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Geneos Wealth Management's CSGP Position: Q4 2025 in Review

Geneos Wealth Management sold out of CoStar Group (CSGP) in Q4 2025, closing a stake of 140 shares — an estimated $11.8K sold.

Geneos Wealth Management first reported a position in CSGP in Q1 2016 and held it in 22 quarters. The position peaked at $76.1K in Q2 2025. 847 funds tracked by Wall St. Rank hold CSGP as of Q4 2025.

  • Geneos Wealth Management reported no remaining CoStar Group position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 140 CoStar Group shares in Q4 2025, an estimated $11.8K.
  • Geneos Wealth Management first reported a position in CoStar Group in Q1 2016 and held it in 22 quarters.
  • Geneos Wealth Management's CoStar Group position peaked at $76.1K in Q2 2025.
  • 847 funds tracked by Wall St. Rank held CoStar Group as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.