GWM
DX

Geneos Wealth Management’s Dynex Capital DX Stock Holding History

Geneos Wealth Management’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.12K Hold
715
– – ﹤0.01% 2009
2025
Q4 		$10K Hold
715
– – ﹤0.01% 1965
2025
Q3 		$8.79K Hold
715
– – ﹤0.01% 1997
2025
Q2 		$8.74K Sell
715
-715
-50% -$8.68K ﹤0.01% 2373
2025
Q1 		$18.6K Buy
1,430
+715
+100% +$9.58K ﹤0.01% 2350
2024
Q4 		$9.04K Hold
715
– – ﹤0.01% 2086
2024
Q3 		$9.12K Buy
+715
New +$8.83K ﹤0.01% 1875
2022
Q3 		– Sell
-440
Closed -$7K – 2168
2022
Q2 		$7K Hold
440
– – ﹤0.01% 2074
2022
Q1 		$7K Sell
440
-700
-61% -$11.3K ﹤0.01% 2211
2021
Q4 		$19K Buy
1,140
+700
+159% +$12.1K ﹤0.01% 1905
2021
Q3 		$7K Hold
440
– – ﹤0.01% 2339
2021
Q2 		$8K Hold
440
– – ﹤0.01% 2275
2021
Q1 		$8K Buy
+440
New +$8.1K ﹤0.01% 2465
2020
Q2 		– Sell
-1,061
Closed -$12K – 2578
2020
Q1 		$12K Hold
1,061
– – ﹤0.01% 1717
2019
Q4 		$18K Hold
1,061
– – ﹤0.01% 1726
2019
Q3 		$15K Hold
1,061
– – ﹤0.01% 1728
2019
Q2 		$17K Buy
+1,061
New +$18.7K ﹤0.01% 1702

Other funds holding DX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return