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Geneos Wealth Management’s DaVita DVA Stock Holding History

Geneos Wealth Management’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-125
Closed -$17.8K – 2681
2025
Q2 		$17.8K Sell
125
-13
-9% -$1.84K ﹤0.01% 2083
2025
Q1 		$21.1K Buy
138
+106
+331% +$16.7K ﹤0.01% 1922
2024
Q4 		$4.79K Buy
+32
New +$5.02K ﹤0.01% 2346
2022
Q1 		– Sell
-621
Closed -$70K – 2805
2021
Q4 		$70K Hold
621
– – ﹤0.01% 1323
2021
Q3 		$72K Hold
621
– – ﹤0.01% 1309
2021
Q2 		$76K Sell
621
-350
-36% -$41.4K ﹤0.01% 1280
2021
Q1 		$113K Buy
971
+27
+3% +$3K ﹤0.01% 1248
2020
Q4 		$67K Sell
944
-92
-9% -$9.37K ﹤0.01% 1314
2020
Q3 		$86K Hold
1,036
– – ﹤0.01% 1003
2020
Q2 		$78K Buy
1,036
+165
+19% +$12.9K ﹤0.01% 1024
2020
Q1 		$63K Sell
871
-738
-46% -$58K ﹤0.01% 1026
2019
Q4 		$120K Buy
1,609
+738
+85% +$48.9K 0.01% 879
2019
Q3 		$49K Sell
871
-1,484
-63% -$86.2K ﹤0.01% 1192
2019
Q2 		$132K Sell
2,355
-26
-1% -$1.35K 0.01% 809
2019
Q1 		$129K Sell
2,381
-126
-5% -$6.97K 0.01% 774
2018
Q4 		$126K Sell
2,507
-871
-26% -$55.8K 0.01% 755
2018
Q3 		$241K Buy
3,378
+928
+38% +$65.6K 0.02% 576
2018
Q2 		$170K Sell
2,450
-5
-0.2% -$334 0.01% 605
2018
Q1 		$161K Hold
2,455
– – 0.01% 596
2017
Q4 		$177K Sell
2,455
-495
-17% -$30.5K 0.02% 574
2017
Q3 		$175K Hold
2,950
– – 0.02% 549
2017
Q2 		$191K Hold
2,950
– – 0.02% 509
2017
Q1 		$200K Sell
2,950
-21
-0.7% -$1.39K 0.02% 480
2016
Q4 		$190K Hold
2,971
– – 0.03% 466
2016
Q3 		$196K Buy
2,971
+616
+26% +$43.4K 0.03% 450
2016
Q2 		$182K Hold
2,355
– – 0.03% 462
2016
Q1 		$174K Buy
+2,355
New +$159K 0.03% 462

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geneos Wealth Management's DVA Position: Q3 2025 in Review

Geneos Wealth Management sold out of DaVita (DVA) in Q3 2025, closing a stake of 125 shares — an estimated $17.8K sold.

Geneos Wealth Management first reported a position in DVA in Q1 2016 and held it in 27 quarters. The position peaked at $241K in Q3 2018. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Geneos Wealth Management reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 125 DaVita shares in Q3 2025, an estimated $17.8K.
  • Geneos Wealth Management first reported a position in DaVita in Q1 2016 and held it in 27 quarters.
  • Geneos Wealth Management's DaVita position peaked at $241K in Q3 2018.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.