Geneos Wealth Management
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Geneos Wealth Management’s Douglas Emmett DEI Stock Holding History

Geneos Wealth Management’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-114
Closed -$1.72K – 2665
2025
Q2 		$1.72K Hold
114
– – ﹤0.01% 2851
2025
Q1 		$1.82K Buy
114
+31
+37% +$526 ﹤0.01% 2792
2024
Q4 		$1.54K Hold
83
– – ﹤0.01% 2677
2024
Q3 		$1.46K Buy
+83
New +$1.28K ﹤0.01% 2367

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First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Geneos Wealth Management sold out of Douglas Emmett (DEI) in Q3 2025, closing a stake of 114 shares — an estimated $1.72K sold.

Geneos Wealth Management first reported a position in DEI in Q3 2024 and held it in 4 quarters. The position peaked at $1.82K in Q1 2025. 281 funds tracked by Wall St. Rank hold DEI as of Q3 2025.

  • Geneos Wealth Management reported no remaining Douglas Emmett position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 114 Douglas Emmett shares in Q3 2025, an estimated $1.72K.
  • Geneos Wealth Management first reported a position in Douglas Emmett in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Douglas Emmett position peaked at $1.82K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held Douglas Emmett as of Q3 2025.

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