GWM
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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 Sell
67
-89
-57% -$10.8K ﹤0.01% 2397
2025
Q1 		$18.8K Buy
156
+134
+609% +$17.1K ﹤0.01% 2340
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return