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Geneos Wealth Management’s loanDepot LDI Stock Holding History

Geneos Wealth Management’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.98K Hold
4,915
– – ﹤0.01% 2082
2025
Q4 		$10.2K Buy
+4,915
New +$13.6K ﹤0.01% 1960

Other funds holding LDI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geneos Wealth Management's LDI Position: Q1 2026 in Review

Geneos Wealth Management held its loanDepot (LDI) position steady in Q1 2026 at 4,915 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Geneos Wealth Management first reported a position in LDI in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.2K in Q4 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Geneos Wealth Management held 4,915 shares of loanDepot worth $6.98K as of Q1 2026.
  • Geneos Wealth Management left its loanDepot share count unchanged in Q1 2026.
  • loanDepot made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2082 holding.
  • Geneos Wealth Management first reported a position in loanDepot in Q4 2025 and has held it in 2 quarters since.
  • Geneos Wealth Management's loanDepot position peaked at $10.2K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.