GWM
DT icon

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
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 Sell
549
-511
-48% -$25.6K ﹤0.01% 1825
2025
Q1 		$50K Buy
1,060
+530
+100% +$29K ﹤0.01% 1923
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Geneos Wealth Management held its Dynatrace (DT) position steady in Q1 2026 at 530 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Geneos Wealth Management first reported a position in DT in Q1 2020 and has held it in 23 quarters since. The position peaked at $50K in Q1 2025. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Geneos Wealth Management held 530 shares of Dynatrace worth $19.6K as of Q1 2026.
  • Geneos Wealth Management left its Dynatrace share count unchanged in Q1 2026.
  • Dynatrace made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1775 holding.
  • Geneos Wealth Management first reported a position in Dynatrace in Q1 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's Dynatrace position peaked at $50K in Q1 2025.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

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