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Geneos Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Geneos Wealth Management’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60
Closed -$15.3K – 2843
2025
Q2 		$15.3K Sell
60
-65
-52% -$14.9K ﹤0.01% 2152
2025
Q1 		$31K Buy
125
+92
+279% +$24.2K ﹤0.01% 2141
2024
Q4 		$8.35K Hold
33
– – ﹤0.01% 2116
2024
Q3 		$8.9K Buy
+33
New +$8K ﹤0.01% 1881
2017
Q2 		– Sell
-11
Closed -$1K – 2106
2017
Q1 		$1K Hold
11
– – ﹤0.01% 1992
2016
Q4 		$1K Hold
11
– – ﹤0.01% 1965
2016
Q3 		$1K Buy
+11
New +$1.23K ﹤0.01% 1892

Other funds holding JLL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Geneos Wealth Management sold out of Jones Lang LaSalle (JLL) in Q3 2025, closing a stake of 60 shares — an estimated $15.3K sold.

Geneos Wealth Management first reported a position in JLL in Q3 2016 and held it in 7 quarters. The position peaked at $31K in Q1 2025. 579 funds tracked by Wall St. Rank hold JLL as of Q3 2025.

  • Geneos Wealth Management reported no remaining Jones Lang LaSalle position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 60 Jones Lang LaSalle shares in Q3 2025, an estimated $15.3K.
  • Geneos Wealth Management first reported a position in Jones Lang LaSalle in Q3 2016 and held it in 7 quarters.
  • Geneos Wealth Management's Jones Lang LaSalle position peaked at $31K in Q1 2025.
  • 579 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q3 2025.

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