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Geneos Wealth Management’s Deutsche Bank DB Stock Holding History

Geneos Wealth Management’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,376
Closed -$40.3K – 2662
2025
Q2 		$40.3K Buy
1,376
+881
+178% +$23.3K ﹤0.01% 1692
2025
Q1 		$11.8K Buy
495
+27
+6% +$566 ﹤0.01% 2192
2024
Q4 		$7.98K Hold
468
– – ﹤0.01% 2143
2024
Q3 		$8.1K Buy
+468
New +$7.52K ﹤0.01% 1912
2022
Q3 		– Sell
-1,103
Closed -$9K – 2141
2022
Q2 		$9K Sell
1,103
-100
-8% -$1.07K ﹤0.01% 1977
2022
Q1 		$15K Buy
1,203
+3
+0.3% +$40 ﹤0.01% 1911
2021
Q4 		$15K Buy
+1,200
New +$15.3K ﹤0.01% 2015
2018
Q3 		– Sell
-125
Closed -$1K – 2412
2018
Q2 		$1K Sell
125
-300
-71% -$3.83K ﹤0.01% 2174
2018
Q1 		$5K Sell
425
-200
-32% -$3.37K ﹤0.01% 1841
2017
Q4 		$11K Hold
625
– – ﹤0.01% 1594
2017
Q3 		$10K Hold
625
– – ﹤0.01% 1563
2017
Q2 		$11K Hold
625
– – ﹤0.01% 1492
2017
Q1 		$10K Sell
625
-75
-11% -$1.3K ﹤0.01% 1473
2016
Q4 		$11K Sell
700
-14,644
-95% -$206K ﹤0.01% 1401
2016
Q3 		$185K Buy
15,344
+979
+7% +$12K 0.02% 460
2016
Q2 		$178K Sell
14,365
-1,850
-11% -$27.8K 0.03% 468
2016
Q1 		$247K Buy
+16,215
New +$271K 0.04% 385

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

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

Geneos Wealth Management sold out of Deutsche Bank (DB) in Q3 2025, closing a stake of 1,376 shares — an estimated $40.3K sold.

Geneos Wealth Management first reported a position in DB in Q1 2016 and held it in 17 quarters. The position peaked at $247K in Q1 2016. 431 funds tracked by Wall St. Rank hold DB as of Q3 2025.

  • Geneos Wealth Management reported no remaining Deutsche Bank position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,376 Deutsche Bank shares in Q3 2025, an estimated $40.3K.
  • Geneos Wealth Management first reported a position in Deutsche Bank in Q1 2016 and held it in 17 quarters.
  • Geneos Wealth Management's Deutsche Bank position peaked at $247K in Q1 2016.
  • 431 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2025.

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