GWM
INN

Geneos Wealth Management’s Summit Hotel Properties INN Stock Holding History

Geneos Wealth Management’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-178
Closed -$906 – 2818
2025
Q2 		$906 Hold
178
– – ﹤0.01% 3013
2025
Q1 		$1.93K Buy
+178
New +$1.13K ﹤0.01% 2981

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LPC
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H2CM
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Jennison Associates
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geneos Wealth Management sold out of Summit Hotel Properties (INN) in Q3 2025, closing a stake of 178 shares — an estimated $906 sold.

Geneos Wealth Management first reported a position in INN in Q1 2025 and held it in 2 quarters. The position peaked at $1.93K in Q1 2025. 202 funds tracked by Wall St. Rank hold INN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Summit Hotel Properties position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 178 Summit Hotel Properties shares in Q3 2025, an estimated $906.
  • Geneos Wealth Management first reported a position in Summit Hotel Properties in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Summit Hotel Properties position peaked at $1.93K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q3 2025.

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