Geneos Wealth Management
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Geneos Wealth Management’s St. Joe Company JOE Stock Holding History

Geneos Wealth Management’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-250
Closed -$11.7K – 3172
2025
Q1 		$11.7K Buy
+250
New +$11.7K ﹤0.01% 2196

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Geneos Wealth Management sold out of St. Joe Company (JOE) in Q2 2025, closing a stake of 250 shares — an estimated $11.7K sold.

Geneos Wealth Management first reported a position in JOE in Q1 2025 and held it in 1 quarter. The position peaked at $11.7K in Q1 2025. 271 funds tracked by Wall St. Rank hold JOE as of Q2 2025.

  • Geneos Wealth Management reported no remaining St. Joe Company position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 250 St. Joe Company shares in Q2 2025, an estimated $11.7K.
  • Geneos Wealth Management first reported a position in St. Joe Company in Q1 2025 and held it in 1 quarter.
  • Geneos Wealth Management's St. Joe Company position peaked at $11.7K in Q1 2025.
  • 271 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2025.

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