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Geneos Wealth Management’s Invitation Homes INVH Stock Holding History

Geneos Wealth Management’s Portfolio INVH Stock Details INVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-261
Closed -$8.56K – 2822
2025
Q2 		$8.56K Hold
261
– – ﹤0.01% 2380
2025
Q1 		$9.1K Buy
+261
New +$8.43K ﹤0.01% 2296
2023
Q1 		– Sell
-90
Closed -$2.66K – 2072
2022
Q4 		$2.66K Hold
90
– – ﹤0.01% 1839
2022
Q3 		$3K Buy
+90
New +$3.34K ﹤0.01% 1787
2020
Q3 		– Sell
-100
Closed -$2K – 2665
2020
Q2 		$2K Sell
100
-450
-82% -$11.3K ﹤0.01% 2357
2020
Q1 		$11K Hold
550
– – ﹤0.01% 1771
2019
Q4 		$16K Hold
550
– – ﹤0.01% 1784
2019
Q3 		$16K Buy
+550
New +$15.5K ﹤0.01% 1707
2018
Q4 		– Sell
-66
Closed -$1K – 2434
2018
Q3 		$1K Buy
+66
New +$1.54K ﹤0.01% 2349

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geneos Wealth Management sold out of Invitation Homes (INVH) in Q3 2025, closing a stake of 261 shares — an estimated $8.56K sold.

Geneos Wealth Management first reported a position in INVH in Q3 2018 and held it in 9 quarters. The position peaked at $16K in Q4 2019. 571 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

  • Geneos Wealth Management reported no remaining Invitation Homes position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 261 Invitation Homes shares in Q3 2025, an estimated $8.56K.
  • Geneos Wealth Management first reported a position in Invitation Homes in Q3 2018 and held it in 9 quarters.
  • Geneos Wealth Management's Invitation Homes position peaked at $16K in Q4 2019.
  • 571 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

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