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
Q2 		$241K Sell
1,533
-223
-13% -$30.2K ﹤0.01% 928
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 Buy
1,756
+225
+15% +$6.57K ﹤0.01% 1569
2025
Q1 		$51.1K Sell
1,531
-800
-34% -$31.3K ﹤0.01% 1464
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geneos Wealth Management reduced its DigitalOcean (DOCN) stake by 13% in Q2 2026, selling an estimated $30.2K and leaving 1,533 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Geneos Wealth Management first reported a position in DOCN in Q3 2021 and has held it in 20 quarters since. 568 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

  • Geneos Wealth Management held 1,533 shares of DigitalOcean worth $241K as of Q2 2026.
  • Geneos Wealth Management sold 223 DigitalOcean shares in Q2 2026, an estimated $30.2K.
  • DigitalOcean made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #928 holding.
  • Geneos Wealth Management first reported a position in DigitalOcean in Q3 2021 and has held it in 20 quarters since.
  • 568 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

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