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Geneos Wealth Management’s Dole DOLE Stock Holding History

Geneos Wealth Management’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-35
Closed -$1.52K – 3140
2025
Q1 		$1.52K Buy
+35
New +$483 ﹤0.01% 3010
2024
Q4 		– Sell
-35
Closed -$570 – 2902
2024
Q3 		$570 Buy
+35
New +$523 ﹤0.01% 2540

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geneos Wealth Management's DOLE Position: Q2 2025 in Review

Geneos Wealth Management sold out of Dole (DOLE) in Q2 2025, closing a stake of 35 shares — an estimated $1.52K sold.

Geneos Wealth Management first reported a position in DOLE in Q3 2024 and held it in 2 quarters. The position peaked at $1.52K in Q1 2025. 185 funds tracked by Wall St. Rank hold DOLE as of Q2 2025.

  • Geneos Wealth Management reported no remaining Dole position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 35 Dole shares in Q2 2025, an estimated $1.52K.
  • Geneos Wealth Management first reported a position in Dole in Q3 2024 and held it in 2 quarters.
  • Geneos Wealth Management's Dole position peaked at $1.52K in Q1 2025.
  • 185 funds tracked by Wall St. Rank held Dole as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.