GWM
DORM icon

Geneos Wealth Management’s Dorman Products DORM Stock Holding History

Geneos Wealth Management’s Portfolio DORM Stock Details DORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17
Closed -$2.09K – 2496
2025
Q4 		$2.09K Buy
+17
New +$2.29K ﹤0.01% 2310
2025
Q3 		– Sell
-67
Closed -$8.22K – 2675
2025
Q2 		$8.22K Hold
67
– – ﹤0.01% 2397
2025
Q1 		$8.08K Buy
67
+45
+205% +$5.74K ﹤0.01% 2346
2024
Q4 		$2.85K Hold
22
– – ﹤0.01% 2499
2024
Q3 		$2.49K Buy
+22
New +$2.31K ﹤0.01% 2250

Other funds holding DORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Geneos Wealth Management sold out of Dorman Products (DORM) in Q1 2026, closing a stake of 17 shares — an estimated $2.09K sold.

Geneos Wealth Management first reported a position in DORM in Q3 2024 and held it in 5 quarters. The position peaked at $8.22K in Q2 2025. 319 funds tracked by Wall St. Rank hold DORM as of Q1 2026.

  • Geneos Wealth Management reported no remaining Dorman Products position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 17 Dorman Products shares in Q1 2026, an estimated $2.09K.
  • Geneos Wealth Management first reported a position in Dorman Products in Q3 2024 and held it in 5 quarters.
  • Geneos Wealth Management's Dorman Products position peaked at $8.22K in Q2 2025.
  • 319 funds tracked by Wall St. Rank held Dorman Products as of Q1 2026.

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