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Geneos Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Geneos Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.3K Buy
1,846
+50
+3% +$440 ﹤0.01% 1907
2026
Q1 		$16.7K Buy
1,796
+143
+9% +$1.64K ﹤0.01% 1839
2025
Q4 		$21.9K Hold
1,653
– – ﹤0.01% 1687
2025
Q3 		$27.1K Hold
1,653
– – ﹤0.01% 1606
2025
Q2 		$29.8K Sell
1,653
-1
-0.1% -$22 ﹤0.01% 1833
2025
Q1 		$32.3K Sell
1,654
-11
-0.7% -$309 ﹤0.01% 1701
2024
Q4 		$56.8K Buy
+1,665
New +$52.9K ﹤0.01% 1266

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geneos Wealth Management's DJT Position: Q2 2026 in Review

Geneos Wealth Management increased its Trump Media & Technology Group (DJT) stake by 2.8% in Q2 2026, buying an estimated $440 and bringing the position to 1,846 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Geneos Wealth Management first reported a position in DJT in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.8K in Q4 2024. 328 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • Geneos Wealth Management held 1,846 shares of Trump Media & Technology Group worth $14.3K as of Q2 2026.
  • Geneos Wealth Management bought 50 Trump Media & Technology Group shares in Q2 2026, an estimated $440.
  • Trump Media & Technology Group made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1907 holding.
  • Geneos Wealth Management first reported a position in Trump Media & Technology Group in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Trump Media & Technology Group position peaked at $56.8K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.