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Geneos Wealth Management’s JetBlue JBLU Stock Holding History

Geneos Wealth Management’s Portfolio JBLU Stock Details JBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-237
Closed -$1.14K – 3170
2025
Q1 		$1.14K Buy
237
+93
+65% +$611 ﹤0.01% 2904
2024
Q4 		$1.13K Hold
144
– – ﹤0.01% 2740
2024
Q3 		$945 Buy
+144
New +$811 ﹤0.01% 2460
2022
Q3 		– Sell
-400
Closed -$3K – 2309
2022
Q2 		$3K Hold
400
– – ﹤0.01% 2313
2022
Q1 		$5K Sell
400
-1,693
-81% -$24.5K ﹤0.01% 2338
2021
Q4 		$29K Buy
2,093
+1,250
+148% +$18.4K ﹤0.01% 1705
2021
Q3 		$13K Hold
843
– – ﹤0.01% 2109
2021
Q2 		$14K Sell
843
-229
-21% -$4.44K ﹤0.01% 2076
2021
Q1 		$21K Hold
1,072
– – ﹤0.01% 2058
2020
Q4 		$16K Buy
1,072
+263
+33% +$3.61K ﹤0.01% 2029
2020
Q3 		$9K Hold
809
– – ﹤0.01% 1984
2020
Q2 		$8K Buy
+809
New +$7.97K ﹤0.01% 1983
2018
Q4 		– Sell
-250
Closed -$4K – 2438
2018
Q3 		$4K Buy
+250
New +$4.74K ﹤0.01% 2115
2018
Q2 		– Sell
-250
Closed -$5K – 2292
2018
Q1 		$5K Hold
250
– – ﹤0.01% 1854
2017
Q4 		$5K Hold
250
– – ﹤0.01% 1817
2017
Q3 		$4K Sell
250
-1,500
-86% -$31.4K ﹤0.01% 1823
2017
Q2 		$39K Sell
1,750
-792
-31% -$17.4K ﹤0.01% 1024
2017
Q1 		$52K Buy
2,542
+975
+62% +$19.9K 0.01% 872
2016
Q4 		$35K Hold
1,567
– – ﹤0.01% 965
2016
Q3 		$27K Buy
1,567
+67
+4% +$1.15K ﹤0.01% 1022
2016
Q2 		$24K Hold
1,500
– – ﹤0.01% 1052
2016
Q1 		$31K Buy
+1,500
New +$31.6K ﹤0.01% 954

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geneos Wealth Management's JBLU Position: Q2 2025 in Review

Geneos Wealth Management sold out of JetBlue (JBLU) in Q2 2025, closing a stake of 237 shares — an estimated $1.14K sold.

Geneos Wealth Management first reported a position in JBLU in Q1 2016 and held it in 22 quarters. The position peaked at $52K in Q1 2017. 333 funds tracked by Wall St. Rank hold JBLU as of Q2 2025.

  • Geneos Wealth Management reported no remaining JetBlue position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 237 JetBlue shares in Q2 2025, an estimated $1.14K.
  • Geneos Wealth Management first reported a position in JetBlue in Q1 2016 and held it in 22 quarters.
  • Geneos Wealth Management's JetBlue position peaked at $52K in Q1 2017.
  • 333 funds tracked by Wall St. Rank held JetBlue as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.