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Geneos Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Geneos Wealth Management’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18
Closed -$1.71K – 2743
2025
Q2 		$1.71K Hold
18
– – ﹤0.01% 2853
2025
Q1 		$5.28K Buy
18
+2
+13% +$208 ﹤0.01% 2738
2024
Q4 		$1.79K Hold
16
– – ﹤0.01% 2639
2024
Q3 		$1.84K Buy
+16
New +$1.79K ﹤0.01% 2318
2022
Q1 		– Sell
-200
Closed -$27K – 2829
2021
Q4 		$27K Hold
200
– – ﹤0.01% 1727
2021
Q3 		$24K Hold
200
– – ﹤0.01% 1819
2021
Q2 		$23K Sell
200
-12
-6% -$1.36K ﹤0.01% 1840
2021
Q1 		$23K Buy
212
+12
+6% +$1.16K ﹤0.01% 2001
2020
Q4 		$20K Buy
+200
New +$16.6K ﹤0.01% 1909
2018
Q4 		– Sell
-24
Closed -$3K – 2420
2018
Q3 		$3K Buy
+24
New +$3.05K ﹤0.01% 2180

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geneos Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q3 2025, closing a stake of 18 shares — an estimated $1.71K sold.

Geneos Wealth Management first reported a position in FRT in Q3 2018 and held it in 10 quarters. The position peaked at $27K in Q4 2021. 509 funds tracked by Wall St. Rank hold FRT as of Q3 2025.

  • Geneos Wealth Management reported no remaining Federal Realty Investment Trust position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 18 Federal Realty Investment Trust shares in Q3 2025, an estimated $1.71K.
  • Geneos Wealth Management first reported a position in Federal Realty Investment Trust in Q3 2018 and held it in 10 quarters.
  • Geneos Wealth Management's Federal Realty Investment Trust position peaked at $27K in Q4 2021.
  • 509 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2025.

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