GWM
DOCN icon

Geneos Wealth Management’s DigitalOcean DOCN Stock Holding History

Geneos Wealth Management’s Portfolio DOCN Stock Details DOCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$151K Hold
1,756
– – ﹤0.01% 1049
2025
Q4 		$84.5K Hold
1,756
– – ﹤0.01% 1206
2025
Q3 		$60K Hold
1,756
– – ﹤0.01% 1312
2025
Q2 		$50.2K Sell
1,756
-1,718
-49% -$50.2K ﹤0.01% 1569
2025
Q1 		$116K Buy
3,474
+1,143
+49% +$44.7K ﹤0.01% 1489
2024
Q4 		$79.4K Sell
2,331
-15
-0.6% -$588 ﹤0.01% 1145
2024
Q3 		$94.8K Sell
2,346
-100
-4% -$3.57K ﹤0.01% 982
2024
Q2 		$85K Buy
2,446
+223
+10% +$7.94K ﹤0.01% 915
2024
Q1 		$84.9K Buy
2,223
+100
+5% +$3.71K ﹤0.01% 895
2023
Q4 		$77.9K Buy
2,123
+1,100
+108% +$30.4K ﹤0.01% 916
2023
Q3 		$24.6K Hold
1,023
– – ﹤0.01% 1300
2023
Q2 		$41.1K Buy
1,023
+800
+359% +$29.5K ﹤0.01% 1138
2023
Q1 		$8.73K Sell
223
-800
-78% -$25.2K ﹤0.01% 1587
2022
Q4 		$26.1K Hold
1,023
– – ﹤0.01% 1251
2022
Q3 		$37K Sell
1,023
-347
-25% -$14.6K ﹤0.01% 1123
2022
Q2 		$56K Buy
1,370
+112
+9% +$5K ﹤0.01% 1233
2022
Q1 		$72K Buy
1,258
+902
+253% +$52.7K ﹤0.01% 1215
2021
Q4 		$28K Buy
356
+150
+73% +$14K ﹤0.01% 1714
2021
Q3 		$16K Buy
+206
New +$12.7K ﹤0.01% 2025

Other funds holding DOCN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Geneos Wealth Management held its DigitalOcean (DOCN) position steady in Q1 2026 at 1,756 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Geneos Wealth Management first reported a position in DOCN in Q3 2021 and has held it in 19 quarters since. 448 funds tracked by Wall St. Rank hold DOCN as of Q1 2026.

  • Geneos Wealth Management held 1,756 shares of DigitalOcean worth $151K as of Q1 2026.
  • Geneos Wealth Management left its DigitalOcean share count unchanged in Q1 2026.
  • DigitalOcean made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1049 holding.
  • Geneos Wealth Management first reported a position in DigitalOcean in Q3 2021 and has held it in 19 quarters since.
  • 448 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2026.

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