Geneos Wealth Management’s Dynatrace DT Stock Holding History

Geneos Wealth Management’s Portfolio DT Stock Details DT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55M	Buy	35,338 +34,808	+6,568%	+$1.36M	0.03%	442
2026 Q1	$19.6K	Hold	530	–	–	﹤0.01%	1775
2025 Q4	$23K	Hold	530	–	–	﹤0.01%	1680
2025 Q3	$25.7K	Sell	530 -19	-3%	-$962	﹤0.01%	1628
2025 Q2	$30.3K	Buy	549 +19	+4%	+$952	﹤0.01%	1825
2025 Q1	$25K	Hold	530	–	–	﹤0.01%	1842
2024 Q4	$28.8K	Hold	530	–	–	﹤0.01%	1562
2024 Q3	$28.3K	Hold	530	–	–	﹤0.01%	1418
2024 Q2	$23.7K	Hold	530	–	–	﹤0.01%	1294
2024 Q1	$24.6K	Buy	530 +230	+77%	+$12K	﹤0.01%	1293
2023 Q4	$16.4K	Buy	300 +100	+50%	+$5.05K	﹤0.01%	1422
2023 Q3	$9.35K	Hold	200	–	–	﹤0.01%	1589
2023 Q2	$10.3K	Hold	200	–	–	﹤0.01%	1574
2023 Q1	$8.46K	Buy	+200	New	+$8.1K	﹤0.01%	1595
2022 Q3	–	Sell	-100	Closed	-$4K	–	2164
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	2249
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	2393
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	2342
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	2338
2021 Q2	$5K	Sell	100 -614	-86%	-$32.1K	﹤0.01%	2437
2021 Q1	$37K	Buy	714 +13	+2%	+$631	﹤0.01%	1781
2020 Q4	$4K	Buy	701 +601	+601%	+$23.9K	﹤0.01%	2531
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	2247
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	2203
2020 Q1	$2K	Buy	+100	New	+$2.88K	﹤0.01%	2244

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Geneos Wealth Management increased its Dynatrace (DT) stake by 6,568% in Q2 2026, buying an estimated $1.36M and bringing the position to 35,338 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #442.

Geneos Wealth Management first reported a position in DT in Q1 2020 and has held it in 24 quarters since. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Geneos Wealth Management held 35,338 shares of Dynatrace worth $1.55M as of Q2 2026.
Geneos Wealth Management bought 34,808 Dynatrace shares in Q2 2026, an estimated $1.36M.
Dynatrace made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #442 holding.
Geneos Wealth Management first reported a position in Dynatrace in Q1 2020 and has held it in 24 quarters since.
595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

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