Geneos Wealth Management’s Dover DOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.63M Sell
34,023
-2,881
-8% -$628K 0.16% 147
2026
Q1
$7.69M Sell
36,904
-3,570
-9% -$763K 0.18% 133
2025
Q4
$7.9M Sell
40,474
-424
-1% -$77.2K 0.19% 133
2025
Q3
$6.82M Buy
40,898
+977
+2% +$175K 0.17% 146
2025
Q2
$7.31M Buy
39,921
+15,600
+64% +$2.71M 0.18% 140
2025
Q1
$4.27M Buy
24,321
+3,082
+15% +$593K 0.14% 175
2024
Q4
$3.98M Buy
21,239
+637
+3% +$125K 0.14% 169
2024
Q3
$3.95M Buy
20,602
+1,084
+6% +$198K 0.15% 164
2024
Q2
$3.52M Buy
19,518
+570
+3% +$102K 0.16% 145
2024
Q1
$3.36M Buy
18,948
+783
+4% +$126K 0.15% 168
2023
Q4
$2.79M Sell
18,165
-289
-2% -$40.5K 0.14% 177
2023
Q3
$2.57M Buy
18,454
+263
+1% +$38K 0.13% 177
2023
Q2
$2.69M Buy
18,191
+785
+5% +$112K 0.14% 174
2023
Q1
$2.64M Sell
17,406
-3,582
-17% -$526K 0.16% 163
2022
Q4
$2.84M Buy
20,988
+943
+5% +$125K 0.17% 139
2022
Q3
$2.34M Buy
20,045
+632
+3% +$80.7K 0.16% 138
2022
Q2
$2.38M Buy
19,413
+1,173
+6% +$159K 0.12% 187
2022
Q1
$2.86M Buy
18,240
+2,268
+14% +$372K 0.12% 177
2021
Q4
$2.9M Buy
15,972
+338
+2% +$57.4K 0.11% 194
2021
Q3
$2.45M Buy
15,634
+994
+7% +$165K 0.09% 215
2021
Q2
$2.22M Sell
14,640
-58
-0.4% -$8.56K 0.09% 224
2021
Q1
$2.19M Sell
14,698
-1,530
-9% -$195K 0.06% 279
2020
Q4
$2.05M Buy
16,228
+1,338
+9% +$159K 0.08% 232
2020
Q3
$1.62M Buy
14,890
+1,681
+13% +$180K 0.08% 226
2020
Q2
$1.22M Buy
13,209
+3,469
+36% +$320K 0.07% 257
2020
Q1
$801K Sell
9,740
-1,546
-14% -$164K 0.05% 287
2019
Q4
$1.3M Buy
11,286
+1,195
+12% +$128K 0.07% 262
2019
Q3
$1.01M Buy
10,091
+1,917
+23% +$184K 0.06% 267
2019
Q2
$824K Buy
8,174
+2,385
+41% +$229K 0.05% 311
2019
Q1
$543K Buy
5,789
+2,718
+89% +$235K 0.04% 376
2018
Q4
$221K Buy
3,071
+1,923
+168% +$157K 0.02% 571
2018
Q3
$105K Buy
1,148
+394
+52% +$32.5K 0.01% 864
2018
Q2
$55K Sell
754
-179
-19% -$13.7K ﹤0.01% 996
2018
Q1
$74K Buy
933
+66
+8% +$5.41K 0.01% 851
2017
Q4
$70K Buy
867
+634
+272% +$49.1K 0.01% 875
2017
Q3
$17K Hold
233
﹤0.01% 1381
2017
Q2
$15K Hold
233
﹤0.01% 1376
2017
Q1
$15K Hold
233
﹤0.01% 1341
2016
Q4
$14K Sell
233
-206
-47% -$11.9K ﹤0.01% 1321
2016
Q3
$26K Sell
439
-7,851
-95% -$454K ﹤0.01% 1031
2016
Q2
$463K Hold
8,290
0.07% 257
2016
Q1
$429K Buy
+8,290
New +$402K 0.07% 259

Other funds holding DOV

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

Geneos Wealth Management reduced its Dover (DOV) stake by 7.8% in Q2 2026, selling an estimated $628K and leaving 34,023 shares worth $7.63M. The position accounts for 0.16% of the portfolio, ranked #147.

Geneos Wealth Management first reported a position in DOV in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.9M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Geneos Wealth Management held 34,023 shares of Dover worth $7.63M as of Q2 2026.
  • Geneos Wealth Management sold 2,881 Dover shares in Q2 2026, an estimated $628K.
  • Dover made up 0.16% of Geneos Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Geneos Wealth Management first reported a position in Dover in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's Dover position peaked at $7.9M in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

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