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Geneos Wealth Management’s Darden Restaurants DRI Stock Holding History

Geneos Wealth Management’s Portfolio DRI Stock Details DRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.04M Sell
40,999
-4,945
-11% -$1.02M 0.19% 125
2025
Q4 		$8.45M Buy
45,944
+127
+0.3% +$23.1K 0.21% 123
2025
Q3 		$8.72M Buy
45,817
+953
+2% +$196K 0.22% 115
2025
Q2 		$9.78M Sell
44,864
-28,844
-39% -$5.99M 0.24% 103
2025
Q1 		$15.3M Buy
73,708
+49,730
+207% +$9.6M 0.22% 114
2024
Q4 		$4.48M Buy
23,978
+698
+3% +$117K 0.16% 156
2024
Q3 		$3.82M Buy
23,280
+1,141
+5% +$173K 0.15% 169
2024
Q2 		$3.35M Buy
22,139
+837
+4% +$127K 0.15% 157
2024
Q1 		$3.56M Buy
21,302
+833
+4% +$138K 0.16% 157
2023
Q4 		$3.36M Buy
20,469
+20,229
+8,429% +$3.06M 0.17% 151
2023
Q3 		$34.4K Sell
240
-8
-3% -$1.27K ﹤0.01% 1189
2023
Q2 		$41.4K Buy
248
+8
+3% +$1.26K ﹤0.01% 1129
2023
Q1 		$37.2K Buy
240
+71
+42% +$10.5K ﹤0.01% 1163
2022
Q4 		$23.4K Sell
169
-71
-30% -$9.9K ﹤0.01% 1287
2022
Q3 		$30K Sell
240
-1,270
-84% -$159K ﹤0.01% 1194
2022
Q2 		$172K Sell
1,510
-2
-0.1% -$250 0.01% 803
2022
Q1 		$200K Buy
1,512
+3
+0.2% +$414 0.01% 804
2021
Q4 		$227K Sell
1,509
-10
-0.7% -$1.48K 0.01% 810
2021
Q3 		$236K Hold
1,519
– – 0.01% 792
2021
Q2 		$225K Sell
1,519
-140
-8% -$19.7K 0.01% 797
2021
Q1 		$243K Hold
1,659
– – 0.01% 890
2020
Q4 		$224K Buy
1,659
+150
+10% +$16.1K 0.01% 792
2020
Q3 		$146K Hold
1,509
– – 0.01% 793
2020
Q2 		$110K Sell
1,509
-8
-0.5% -$568 0.01% 873
2020
Q1 		$82K Sell
1,517
-50
-3% -$4.86K 0.01% 907
2019
Q4 		$169K Hold
1,567
– – 0.01% 751
2019
Q3 		$182K Hold
1,567
– – 0.01% 689
2019
Q2 		$190K Buy
1,567
+132
+9% +$15.7K 0.01% 685
2019
Q1 		$174K Buy
1,435
+16
+1% +$1.75K 0.01% 689
2018
Q4 		$139K Hold
1,419
– – 0.01% 724
2018
Q3 		$157K Sell
1,419
-31
-2% -$3.49K 0.01% 728
2018
Q2 		$155K Sell
1,450
-500
-26% -$45.8K 0.01% 633
2018
Q1 		$166K Hold
1,950
– – 0.01% 586
2017
Q4 		$187K Buy
1,950
+200
+11% +$16.9K 0.02% 551
2017
Q3 		$137K Hold
1,750
– – 0.01% 616
2017
Q2 		$158K Sell
1,750
-106
-6% -$9.26K 0.02% 558
2017
Q1 		$155K Sell
1,856
-34,291
-95% -$2.57M 0.02% 540
2016
Q4 		$2.63M Buy
36,147
+10,158
+39% +$706K 0.35% 81
2016
Q3 		$1.6M Buy
25,989
+15,867
+157% +$984K 0.22% 113
2016
Q2 		$637K Buy
10,122
+3,338
+49% +$218K 0.09% 204
2016
Q1 		$454K Buy
+6,784
New +$429K 0.07% 250

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geneos Wealth Management reduced its Darden Restaurants (DRI) stake by 11% in Q1 2026, selling an estimated $1.02M and leaving 40,999 shares worth $8.04M. The position accounts for 0.19% of the portfolio, ranked #125.

Geneos Wealth Management first reported a position in DRI in Q1 2016 and has held it in 41 quarters since. The position peaked at $15.3M in Q1 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Geneos Wealth Management held 40,999 shares of Darden Restaurants worth $8.04M as of Q1 2026.
  • Geneos Wealth Management sold 4,945 Darden Restaurants shares in Q1 2026, an estimated $1.02M.
  • Darden Restaurants made up 0.19% of Geneos Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Geneos Wealth Management first reported a position in Darden Restaurants in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Darden Restaurants position peaked at $15.3M in Q1 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

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