GWM
CURB

Geneos Wealth Management’s Curbline Properties CURB Stock Holding History

Geneos Wealth Management’s Portfolio CURB Stock Details CURB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-36
Closed -$822 – 3243
2025
Q2 		$822 Sell
36
-24
-40% -$552 ﹤0.01% 3033
2025
Q1 		$2.32K Buy
+60
New +$1.45K ﹤0.01% 2952

Other funds holding CURB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geneos Wealth Management sold out of Curbline Properties (CURB) in Q3 2025, closing a stake of 36 shares — an estimated $822 sold.

Geneos Wealth Management first reported a position in CURB in Q1 2025 and held it in 2 quarters. The position peaked at $2.32K in Q1 2025. 220 funds tracked by Wall St. Rank hold CURB as of Q3 2025.

  • Geneos Wealth Management reported no remaining Curbline Properties position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 36 Curbline Properties shares in Q3 2025, an estimated $822.
  • Geneos Wealth Management first reported a position in Curbline Properties in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Curbline Properties position peaked at $2.32K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Curbline Properties as of Q3 2025.

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