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Geneos Wealth Management’s Dow Inc DOW Stock Holding History

Geneos Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Sell
12,037
-2,870
-19% -$104K 0.01% 848
2026
Q1 		$621K Buy
14,907
+97
+0.7% +$3.08K 0.01% 629
2025
Q4 		$346K Buy
14,810
+6,550
+79% +$151K 0.01% 769
2025
Q3 		$189K Sell
8,260
-6,337
-43% -$158K ﹤0.01% 921
2025
Q2 		$387K Sell
14,597
-7,751
-35% -$225K 0.01% 784
2025
Q1 		$875K Buy
22,348
+14,217
+175% +$546K 0.01% 706
2024
Q4 		$326K Sell
8,131
-941
-10% -$43.9K 0.01% 686
2024
Q3 		$496K Sell
9,072
-831
-8% -$43.9K 0.02% 567
2024
Q2 		$525K Buy
9,903
+54
+0.5% +$3.08K 0.02% 485
2024
Q1 		$571K Sell
9,849
-129
-1% -$7.13K 0.03% 468
2023
Q4 		$547K Sell
9,978
-4,968
-33% -$254K 0.03% 466
2023
Q3 		$771K Buy
14,946
+791
+6% +$42.5K 0.04% 366
2023
Q2 		$754K Sell
14,155
-5,561
-28% -$296K 0.04% 372
2023
Q1 		$1.08M Buy
19,716
+1,454
+8% +$81.8K 0.07% 274
2022
Q4 		$920K Sell
18,262
-1,153
-6% -$56.3K 0.06% 289
2022
Q3 		$852K Sell
19,415
-18,615
-49% -$944K 0.06% 279
2022
Q2 		$1.97M Sell
38,030
-1,883
-5% -$121K 0.1% 215
2022
Q1 		$2.54M Buy
39,913
+513
+1% +$30.9K 0.11% 197
2021
Q4 		$2.23M Buy
39,400
+6,333
+19% +$361K 0.09% 240
2021
Q3 		$1.94M Buy
33,067
+1,470
+5% +$90K 0.07% 252
2021
Q2 		$2.01M Sell
31,597
-4,232
-12% -$279K 0.08% 240
2021
Q1 		$2.24M Buy
35,829
+10,936
+44% +$654K 0.06% 273
2020
Q4 		$987K Buy
24,893
+2,325
+10% +$120K 0.04% 352
2020
Q3 		$1.04M Sell
22,568
-56
-0.2% -$2.52K 0.05% 282
2020
Q2 		$900K Buy
22,624
+2,143
+10% +$78.4K 0.05% 297
2020
Q1 		$584K Buy
20,481
+5,365
+35% +$228K 0.04% 349
2019
Q4 		$828K Sell
15,116
-707
-4% -$36.5K 0.04% 335
2019
Q3 		$744K Buy
15,823
+1,553
+11% +$72.7K 0.04% 327
2019
Q2 		$703K Buy
+14,270
New +$753K 0.04% 337

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Geneos Wealth Management reduced its Dow Inc (DOW) stake by 19% in Q2 2026, selling an estimated $104K and leaving 12,037 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #848.

Geneos Wealth Management first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.54M in Q1 2022. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Geneos Wealth Management held 12,037 shares of Dow Inc worth $329K as of Q2 2026.
  • Geneos Wealth Management sold 2,870 Dow Inc shares in Q2 2026, an estimated $104K.
  • Dow Inc made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #848 holding.
  • Geneos Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Geneos Wealth Management's Dow Inc position peaked at $2.54M in Q1 2022.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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