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Geneos Wealth Management’s Dolby DLB Stock Holding History

Geneos Wealth Management’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-95
Closed -$7.05K – 2672
2025
Q2 		$7.05K Sell
95
-115
-55% -$8.61K ﹤0.01% 2450
2025
Q1 		$16.9K Buy
+210
New +$17.1K ﹤0.01% 2403
2024
Q4 		– Sell
-8
Closed -$612 – 2900
2024
Q3 		$612 Buy
+8
New +$595 ﹤0.01% 2525
2022
Q1 		– Sell
-200
Closed -$19K – 2803
2021
Q4 		$19K Hold
200
– – ﹤0.01% 1904
2021
Q3 		$17K Hold
200
– – ﹤0.01% 1995
2021
Q2 		$20K Sell
200
-232
-54% -$22.9K ﹤0.01% 1914
2021
Q1 		$43K Hold
432
– – ﹤0.01% 1710
2020
Q4 		$30K Buy
432
+232
+116% +$19.2K ﹤0.01% 1696
2020
Q3 		$12K Hold
200
– – ﹤0.01% 1875
2020
Q2 		$13K Hold
200
– – ﹤0.01% 1797
2020
Q1 		$10K Hold
200
– – ﹤0.01% 1811
2019
Q4 		$13K Hold
200
– – ﹤0.01% 1869
2019
Q3 		$12K Buy
+200
New +$12.6K ﹤0.01% 1804
2018
Q3 		– Sell
-200
Closed -$12K – 2414
2018
Q2 		$12K Sell
200
-203
-50% -$12.9K ﹤0.01% 1634
2018
Q1 		$25K Sell
403
-99
-20% -$6.37K ﹤0.01% 1295
2017
Q4 		$31K Buy
502
+101
+25% +$6.1K ﹤0.01% 1214
2017
Q3 		$23K Buy
401
+201
+101% +$10.5K ﹤0.01% 1267
2017
Q2 		$9K Sell
200
-200
-50% -$10.2K ﹤0.01% 1566
2017
Q1 		$20K Buy
400
+363
+981% +$18K ﹤0.01% 1232
2016
Q4 		$1K Buy
+37
New +$1.78K ﹤0.01% 1940

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Geneos Wealth Management sold out of Dolby (DLB) in Q3 2025, closing a stake of 95 shares — an estimated $7.05K sold.

Geneos Wealth Management first reported a position in DLB in Q4 2016 and held it in 20 quarters. The position peaked at $43K in Q1 2021. 412 funds tracked by Wall St. Rank hold DLB as of Q3 2025.

  • Geneos Wealth Management reported no remaining Dolby position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 95 Dolby shares in Q3 2025, an estimated $7.05K.
  • Geneos Wealth Management first reported a position in Dolby in Q4 2016 and held it in 20 quarters.
  • Geneos Wealth Management's Dolby position peaked at $43K in Q1 2021.
  • 412 funds tracked by Wall St. Rank held Dolby as of Q3 2025.

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