Geneos Wealth Management
LDI icon

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
Q3 		$2.9K Hold
4,915
– – ﹤0.01% 2810
2026
Q2 		$6.14K Hold
4,915
– – ﹤0.01% 2133
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

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Knightsbridge Asset Management
Knightsbridge Asset Management Newport Beach, California $888M AUM 46.75% 1-Year Est. Return
BW Gestao de Investimentos
BW Gestao de Investimentos Sao Paulo, Brazil $4.09B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geneos Wealth Management's LDI Position: Q3 2026 in Review

Geneos Wealth Management held its loanDepot (LDI) position steady in Q3 2026 at 4,915 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

Geneos Wealth Management first reported a position in LDI in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.2K in Q4 2025. 99 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • Geneos Wealth Management held 4,915 shares of loanDepot worth $2.9K as of Q3 2026.
  • Geneos Wealth Management left its loanDepot share count unchanged in Q3 2026.
  • loanDepot made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2810 holding.
  • Geneos Wealth Management first reported a position in loanDepot in Q4 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's loanDepot position peaked at $10.2K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.