Geneos Wealth Management’s Krispy Kreme DNUT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-222	Closed	-$646	–	2673
2025 Q2	$646	Sell	222 -111	-33%	-$387	﹤0.01%	3077
2025 Q1	$1.64K	Buy	333 +222	+200%	+$1.7K	﹤0.01%	3000
2024 Q4	$1.1K	Hold	111	–	–	﹤0.01%	2745
2024 Q3	$1.19K	Hold	111	–	–	﹤0.01%	2411
2024 Q2	$1.19K	Hold	111	–	–	﹤0.01%	1958
2024 Q1	$1.69K	Hold	111	–	–	﹤0.01%	1923
2023 Q4	$1.68K	Hold	111	–	–	﹤0.01%	1948
2023 Q3	$1.38K	Hold	111	–	–	﹤0.01%	1986
2023 Q2	$1.64K	Hold	111	–	–	﹤0.01%	1961
2023 Q1	$1.73K	Hold	111	–	–	﹤0.01%	1931
2022 Q4	$1.15K	Hold	111	–	–	﹤0.01%	1946
2022 Q3	$1K	Hold	111	–	–	﹤0.01%	1916
2022 Q2	$1K	Sell	111 -39	-26%	-$538	﹤0.01%	2476
2022 Q1	$2K	Buy	+150	New	+$2.25K	﹤0.01%	2534

Other funds holding DNUT

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management sold out of Krispy Kreme (DNUT) in Q3 2025, closing a stake of 222 shares — an estimated $646 sold.

Geneos Wealth Management first reported a position in DNUT in Q1 2022 and held it in 14 quarters. The position peaked at $2K in Q1 2022. 175 funds tracked by Wall St. Rank hold DNUT as of Q3 2025.

Geneos Wealth Management reported no remaining Krispy Kreme position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 222 Krispy Kreme shares in Q3 2025, an estimated $646.
Geneos Wealth Management first reported a position in Krispy Kreme in Q1 2022 and held it in 14 quarters.
Geneos Wealth Management's Krispy Kreme position peaked at $2K in Q1 2022.
175 funds tracked by Wall St. Rank held Krispy Kreme as of Q3 2025.

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