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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
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
-1,825
-52% -$39.7K ﹤0.01% 1833
2025
Q1 		$68K Buy
3,478
+1,813
+109% +$50.9K ﹤0.01% 1757
2024
Q4 		$56.8K Buy
+1,665
New +$52.9K ﹤0.01% 1266

Other funds holding DJT

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
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

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

Geneos Wealth Management increased its Trump Media & Technology Group (DJT) stake by 8.7% in Q1 2026, buying an estimated $1.64K and bringing the position to 1,796 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Geneos Wealth Management first reported a position in DJT in Q4 2024 and has held it in 6 quarters since. The position peaked at $68K in Q1 2025. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Geneos Wealth Management held 1,796 shares of Trump Media & Technology Group worth $16.7K as of Q1 2026.
  • Geneos Wealth Management bought 143 Trump Media & Technology Group shares in Q1 2026, an estimated $1.64K.
  • Trump Media & Technology Group made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1839 holding.
  • Geneos Wealth Management first reported a position in Trump Media & Technology Group in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Trump Media & Technology Group position peaked at $68K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

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