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Geneos Wealth Management’s Caesars Entertainment CZR Stock Holding History

Geneos Wealth Management’s Portfolio CZR Stock Details CZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-296
Closed -$8.4K – 2659
2025
Q2 		$8.4K Buy
296
+13
+5% +$353 ﹤0.01% 2389
2025
Q1 		$7.08K Buy
283
+228
+415% +$7.42K ﹤0.01% 2399
2024
Q4 		$1.84K Hold
55
– – ﹤0.01% 2626
2024
Q3 		$2.3K Buy
+55
New +$2.06K ﹤0.01% 2268
2024
Q1 		– Sell
-6,977
Closed -$327K – 2149
2023
Q4 		$327K Buy
6,977
+4,643
+199% +$206K 0.02% 558
2023
Q3 		$108K Buy
+2,334
New +$124K 0.01% 850
2022
Q3 		– Sell
-92
Closed -$3K – 2139
2022
Q2 		$3K Hold
92
– – ﹤0.01% 2299
2022
Q1 		$7K Sell
92
-2,377
-96% -$191K ﹤0.01% 2209
2021
Q4 		$230K Hold
2,469
– – 0.01% 804
2021
Q3 		$295K Sell
2,469
-63
-2% -$6.15K 0.01% 720
2021
Q2 		$259K Buy
2,532
+92
+4% +$9.28K 0.01% 740
2021
Q1 		$238K Sell
2,440
-62
-2% -$5.2K 0.01% 897
2020
Q4 		$219K Buy
2,502
+124
+5% +$7.78K 0.01% 798
2020
Q3 		$135K Buy
+2,378
New +$104K 0.01% 820

Other funds holding CZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Geneos Wealth Management sold out of Caesars Entertainment (CZR) in Q3 2025, closing a stake of 296 shares — an estimated $8.4K sold.

Geneos Wealth Management first reported a position in CZR in Q3 2020 and held it in 14 quarters. The position peaked at $327K in Q4 2023. 445 funds tracked by Wall St. Rank hold CZR as of Q3 2025.

  • Geneos Wealth Management reported no remaining Caesars Entertainment position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 296 Caesars Entertainment shares in Q3 2025, an estimated $8.4K.
  • Geneos Wealth Management first reported a position in Caesars Entertainment in Q3 2020 and held it in 14 quarters.
  • Geneos Wealth Management's Caesars Entertainment position peaked at $327K in Q4 2023.
  • 445 funds tracked by Wall St. Rank held Caesars Entertainment as of Q3 2025.

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