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Geneos Wealth Management’s Cushman & Wakefield Ltd CWK Stock Holding History

Geneos Wealth Management’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,661
Closed -$18.4K – 2655
2025
Q2 		$18.4K Sell
1,661
-1,193
-42% -$11.7K ﹤0.01% 2067
2025
Q1 		$29.2K Buy
+2,854
New +$34.7K ﹤0.01% 2163

Other funds holding CWK

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geneos Wealth Management sold out of Cushman & Wakefield Ltd (CWK) in Q3 2025, closing a stake of 1,661 shares — an estimated $18.4K sold.

Geneos Wealth Management first reported a position in CWK in Q1 2025 and held it in 2 quarters. The position peaked at $29.2K in Q1 2025. 289 funds tracked by Wall St. Rank hold CWK as of Q3 2025.

  • Geneos Wealth Management reported no remaining Cushman & Wakefield Ltd position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,661 Cushman & Wakefield Ltd shares in Q3 2025, an estimated $18.4K.
  • Geneos Wealth Management first reported a position in Cushman & Wakefield Ltd in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Cushman & Wakefield Ltd position peaked at $29.2K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2025.

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