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Geneos Wealth Management’s Dropbox DBX Stock Holding History

Geneos Wealth Management’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,273
Closed -$36.4K – 2663
2025
Q2 		$36.4K Sell
1,273
-432
-25% -$12.2K ﹤0.01% 1736
2025
Q1 		$45.5K Buy
1,705
+1,400
+459% +$40.7K ﹤0.01% 1971
2024
Q4 		$9.16K Buy
305
+75
+33% +$2.07K ﹤0.01% 2081
2024
Q3 		$5.85K Sell
230
-520
-69% -$12.2K ﹤0.01% 2024
2024
Q2 		$16.9K Hold
750
– – ﹤0.01% 1393
2024
Q1 		$18.2K Buy
750
+550
+275% +$15.4K ﹤0.01% 1385
2023
Q4 		$5.9K Hold
200
– – ﹤0.01% 1691
2023
Q3 		$5.45K Hold
200
– – ﹤0.01% 1721
2023
Q2 		$5.33K Hold
200
– – ﹤0.01% 1724
2023
Q1 		$4.32K Hold
200
– – ﹤0.01% 1767
2022
Q4 		$4.48K Hold
200
– – ﹤0.01% 1734
2022
Q3 		$4K Sell
200
-1,875
-90% -$42K ﹤0.01% 1726
2022
Q2 		$45K Hold
2,075
– – ﹤0.01% 1322
2022
Q1 		$48K Hold
2,075
– – ﹤0.01% 1406
2021
Q4 		$50K Sell
2,075
-1,100
-35% -$29.6K ﹤0.01% 1480
2021
Q3 		$93K Sell
3,175
-172
-5% -$5.34K ﹤0.01% 1202
2021
Q2 		$102K Buy
3,347
+167
+5% +$4.56K ﹤0.01% 1156
2021
Q1 		$81K Sell
3,180
-453
-12% -$10.9K ﹤0.01% 1391
2020
Q4 		$96K Buy
3,633
+1,058
+41% +$21.5K ﹤0.01% 1163
2020
Q3 		$49K Buy
2,575
+2,175
+544% +$45.3K ﹤0.01% 1265
2020
Q2 		$8K Buy
400
+100
+33% +$2.11K ﹤0.01% 1973
2020
Q1 		$5K Hold
300
– – ﹤0.01% 2022
2019
Q4 		$5K Hold
300
– – ﹤0.01% 2171
2019
Q3 		$5K Sell
300
-100
-25% -$2.13K ﹤0.01% 2089
2019
Q2 		$10K Hold
400
– – ﹤0.01% 1897
2019
Q1 		$8K Sell
400
-833
-68% -$19.4K ﹤0.01% 1896
2018
Q4 		$25K Sell
1,233
-920
-43% -$21.2K ﹤0.01% 1397
2018
Q3 		$57K Buy
2,153
+153
+8% +$4.42K ﹤0.01% 1110
2018
Q2 		$64K Buy
2,000
+1,750
+700% +$54.7K 0.01% 936
2018
Q1 		$7K Buy
+250
New +$7.55K ﹤0.01% 1753

Other funds holding DBX

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geneos Wealth Management sold out of Dropbox (DBX) in Q3 2025, closing a stake of 1,273 shares — an estimated $36.4K sold.

Geneos Wealth Management first reported a position in DBX in Q1 2018 and held it in 30 quarters. The position peaked at $102K in Q2 2021. 470 funds tracked by Wall St. Rank hold DBX as of Q3 2025.

  • Geneos Wealth Management reported no remaining Dropbox position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,273 Dropbox shares in Q3 2025, an estimated $36.4K.
  • Geneos Wealth Management first reported a position in Dropbox in Q1 2018 and held it in 30 quarters.
  • Geneos Wealth Management's Dropbox position peaked at $102K in Q2 2021.
  • 470 funds tracked by Wall St. Rank held Dropbox as of Q3 2025.

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