Geneos Wealth Management’s D.R. Horton DHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$95.7K	Sell	697 -89	-11%	-$13.4K	﹤0.01%	1189
2025 Q4	$113K	Buy	786 +135	+21%	+$20.6K	﹤0.01%	1111
2025 Q3	$110K	Sell	651 -132	-17%	-$20.8K	﹤0.01%	1088
2025 Q2	$101K	Sell	783 -357	-31%	-$44K	﹤0.01%	1252
2025 Q1	$182K	Buy	1,140 +986	+640%	+$132K	﹤0.01%	1273
2024 Q4	$21.5K	Sell	154 -81	-34%	-$13.5K	﹤0.01%	1696
2024 Q3	$44.8K	Buy	235 +84	+56%	+$14.8K	﹤0.01%	1237
2024 Q2	$21.3K	Sell	151 -22	-13%	-$3.23K	﹤0.01%	1329
2024 Q1	$28.5K	Sell	173 -48	-22%	-$7.2K	﹤0.01%	1258
2023 Q4	$33.6K	Buy	221 +8	+4%	+$985	﹤0.01%	1192
2023 Q3	$22.9K	Hold	213	–	–	﹤0.01%	1333
2023 Q2	$25.9K	Sell	213 -28	-12%	-$3.06K	﹤0.01%	1285
2023 Q1	$23.5K	Sell	241 -111	-32%	-$10.6K	﹤0.01%	1291
2022 Q4	$31.4K	Buy	352 +190	+117%	+$15.2K	﹤0.01%	1206
2022 Q3	$10K	Sell	162 -230	-59%	-$16.9K	﹤0.01%	1505
2022 Q2	$27K	Hold	392	–	–	﹤0.01%	1541
2022 Q1	$29K	Buy	392 +26	+7%	+$2.25K	﹤0.01%	1616
2021 Q4	$39K	Sell	366 -1	-0.3%	-$96	﹤0.01%	1587
2021 Q3	$30K	Hold	367	–	–	﹤0.01%	1721
2021 Q2	$33K	Sell	367 -209	-36%	-$19.6K	﹤0.01%	1665
2021 Q1	$56K	Buy	576 +7	+1%	+$548	﹤0.01%	1562
2020 Q4	$33K	Buy	569 +203	+55%	+$14.8K	﹤0.01%	1660
2020 Q3	$26K	Hold	366	–	–	﹤0.01%	1526
2020 Q2	$19K	Sell	366 -181	-33%	-$8.77K	﹤0.01%	1635
2020 Q1	$20K	Buy	547 +228	+71%	+$11.8K	﹤0.01%	1508
2019 Q4	$16K	Buy	319 +5	+2%	+$267	﹤0.01%	1778
2019 Q3	$16K	Hold	314	–	–	﹤0.01%	1701
2019 Q2	$13K	Sell	314 -26	-8%	-$1.15K	﹤0.01%	1807
2019 Q1	$14K	Buy	340 +26	+8%	+$1.02K	﹤0.01%	1713
2018 Q4	$10K	Hold	314	–	–	﹤0.01%	1778
2018 Q3	$13K	Hold	314	–	–	﹤0.01%	1744
2018 Q2	$12K	Hold	314	–	–	﹤0.01%	1633
2018 Q1	$13K	Hold	314	–	–	﹤0.01%	1543
2017 Q4	$16K	Hold	314	–	–	﹤0.01%	1463
2017 Q3	$12K	Hold	314	–	–	﹤0.01%	1505
2017 Q2	$10K	Sell	314 -379	-55%	-$12.7K	﹤0.01%	1524
2017 Q1	$23K	Buy	693 +283	+69%	+$8.78K	﹤0.01%	1186
2016 Q4	$11K	Hold	410	–	–	﹤0.01%	1402
2016 Q3	$12K	Buy	410 +96	+31%	+$3.08K	﹤0.01%	1299
2016 Q2	$10K	Hold	314	–	–	﹤0.01%	1317
2016 Q1	$9K	Buy	+314	New	+$8.63K	﹤0.01%	1335

Other funds holding DHI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management reduced its D.R. Horton (DHI) stake by 11% in Q1 2026, selling an estimated $13.4K and leaving 697 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Geneos Wealth Management first reported a position in DHI in Q1 2016 and has held it in 41 quarters since. The position peaked at $182K in Q1 2025. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Geneos Wealth Management held 697 shares of D.R. Horton worth $95.7K as of Q1 2026.
Geneos Wealth Management sold 89 D.R. Horton shares in Q1 2026, an estimated $13.4K.
D.R. Horton made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1189 holding.
Geneos Wealth Management first reported a position in D.R. Horton in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's D.R. Horton position peaked at $182K in Q1 2025.
1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

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