Geneos Wealth Management’s DoorDash DASH Stock Holding History

Geneos Wealth Management’s Portfolio DASH Stock Details DASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$716K	Buy	3,882 +67	+2%	+$11.1K	0.01%	625
2026 Q1	$573K	Buy	3,815 +118	+3%	+$21.8K	0.01%	649
2025 Q4	$837K	Buy	3,697 +323	+10%	+$75.8K	0.02%	548
2025 Q3	$918K	Sell	3,374 -786	-19%	-$197K	0.02%	509
2025 Q2	$1.03M	Sell	4,160 -4,342	-51%	-$871K	0.03%	527
2025 Q1	$1.55M	Buy	8,502 +4,960	+140%	+$933K	0.02%	550
2024 Q4	$594K	Sell	3,542 -46	-1%	-$7.56K	0.02%	545
2024 Q3	$512K	Buy	3,588 +75	+2%	+$9.1K	0.02%	559
2024 Q2	$382K	Buy	+3,513	New	+$423K	0.02%	560
2021 Q3	–	Sell	-52	Closed	-$9K	–	2847
2021 Q2	$9K	Sell	52 -6	-10%	-$880	﹤0.01%	2224
2021 Q1	$8K	Buy	58 +6	+12%	+$1K	﹤0.01%	2461
2020 Q4	$6K	Buy	+52	New	+$8.3K	﹤0.01%	2406

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geneos Wealth Management's DASH Position: Q2 2026 in Review

Geneos Wealth Management increased its DoorDash (DASH) stake by 1.8% in Q2 2026, buying an estimated $11.1K and bringing the position to 3,882 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #625.

Geneos Wealth Management first reported a position in DASH in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.55M in Q1 2025. 1,040 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

Geneos Wealth Management held 3,882 shares of DoorDash worth $716K as of Q2 2026.
Geneos Wealth Management bought 67 DoorDash shares in Q2 2026, an estimated $11.1K.
DoorDash made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #625 holding.
Geneos Wealth Management first reported a position in DoorDash in Q4 2020 and has held it in 12 quarters since.
Geneos Wealth Management's DoorDash position peaked at $1.55M in Q1 2025.
1,040 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.