GWM
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Geneos Wealth Management’s DuPont de Nemours DD Stock Holding History

Geneos Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$176K Buy
1,281
+20
+2% +$2.76K ﹤0.01% 997
2025
Q4 		$152K Sell
1,261
-1,753
-58% -$197K ﹤0.01% 1017
2025
Q3 		$295K Sell
3,014
-2,603
-46% -$245K 0.01% 789
2025
Q2 		$484K Sell
5,617
-2,295
-29% -$191K 0.01% 720
2025
Q1 		$1.06M Buy
7,912
+4,655
+143% +$454K 0.02% 646
2024
Q4 		$312K Sell
3,257
-47
-1% -$4.89K 0.01% 699
2024
Q3 		$370K Buy
3,304
+1,281
+63% +$130K 0.01% 623
2024
Q2 		$204K Buy
2,023
+13
+0.6% +$1.27K 0.01% 700
2024
Q1 		$193K Buy
2,010
+96
+5% +$8.54K 0.01% 707
2023
Q4 		$185K Sell
1,914
-160
-8% -$14.5K 0.01% 694
2023
Q3 		$194K Buy
2,074
+293
+16% +$27.5K 0.01% 687
2023
Q2 		$160K Sell
1,781
-138
-7% -$11.9K 0.01% 734
2023
Q1 		$173K Sell
1,919
-68
-3% -$6.2K 0.01% 685
2022
Q4 		$171K Sell
1,987
-102
-5% -$8.15K 0.01% 674
2022
Q3 		$132K Sell
2,089
-2,273
-52% -$162K 0.01% 721
2022
Q2 		$299K Hold
4,362
– – 0.01% 621
2022
Q1 		$402K Buy
4,362
+163
+4% +$15.9K 0.02% 597
2021
Q4 		$425K Sell
4,199
-1,064
-20% -$101K 0.02% 633
2021
Q3 		$456K Sell
5,263
-535
-9% -$49.6K 0.02% 593
2021
Q2 		$573K Sell
5,798
-4,249
-42% -$427K 0.02% 530
2021
Q1 		$972K Sell
10,047
-497
-5% -$47.6K 0.03% 427
2020
Q4 		$630K Buy
10,544
+2,672
+34% +$210K 0.03% 472
2020
Q3 		$543K Sell
7,872
-104
-1% -$7.29K 0.03% 407
2020
Q2 		$514K Buy
7,976
+227
+3% +$13.3K 0.03% 406
2020
Q1 		$329K Sell
7,749
-1,090
-12% -$66.7K 0.02% 473
2019
Q4 		$707K Sell
8,839
-792
-8% -$65.8K 0.04% 366
2019
Q3 		$849K Sell
9,631
-1,670
-15% -$147K 0.05% 303
2019
Q2 		$1.06M Buy
+11,301
New +$1.35M 0.07% 266

Other funds holding DD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geneos Wealth Management's DD Position: Q1 2026 in Review

Geneos Wealth Management increased its DuPont de Nemours (DD) stake by 1.6% in Q1 2026, buying an estimated $2.76K and bringing the position to 1,281 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Geneos Wealth Management first reported a position in DD in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.06M in Q2 2019. 1,226 funds tracked by Wall St. Rank hold DD as of Q1 2026.

  • Geneos Wealth Management held 1,281 shares of DuPont de Nemours worth $176K as of Q1 2026.
  • Geneos Wealth Management bought 20 DuPont de Nemours shares in Q1 2026, an estimated $2.76K.
  • DuPont de Nemours made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #997 holding.
  • Geneos Wealth Management first reported a position in DuPont de Nemours in Q2 2019 and has held it in 28 quarters since.
  • Geneos Wealth Management's DuPont de Nemours position peaked at $1.06M in Q2 2019.
  • 1,226 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.