Geneos Wealth Management’s NexPoint Residential Trust NXRT Stock Holding History

Geneos Wealth Management’s Portfolio NXRT Stock Details NXRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-158	Closed	-$5.26K	–	2966
2025 Q2	$5.26K	Buy	158 +25	+19%	+$885	﹤0.01%	2560
2025 Q1	$5.26K	Buy	133 +56	+73%	+$2.21K	﹤0.01%	2501
2024 Q4	$3.21K	Hold	77	–	–	﹤0.01%	2469
2024 Q3	$3.39K	Buy	+77	New	+$3.36K	﹤0.01%	2175
2021 Q4	–	Sell	-83	Closed	-$5K	–	2842
2021 Q3	$5K	Hold	83	–	–	﹤0.01%	2458
2021 Q2	$4K	Hold	83	–	–	﹤0.01%	2518
2021 Q1	$4K	Hold	83	–	–	﹤0.01%	2730
2020 Q4	$3K	Hold	83	–	–	﹤0.01%	2632
2020 Q3	$3K	Hold	83	–	–	﹤0.01%	2329
2020 Q2	$2K	Hold	83	–	–	﹤0.01%	2375
2020 Q1	$2K	Hold	83	–	–	﹤0.01%	2276
2019 Q4	$3K	Hold	83	–	–	﹤0.01%	2309
2019 Q3	$3K	Hold	83	–	–	﹤0.01%	2240
2019 Q2	$3K	Hold	83	–	–	﹤0.01%	2240
2019 Q1	$3K	Hold	83	–	–	﹤0.01%	2169
2018 Q4	$2K	Hold	83	–	–	﹤0.01%	2219
2018 Q3	$2K	Hold	83	–	–	﹤0.01%	2274
2018 Q2	$2K	Hold	83	–	–	﹤0.01%	2124
2018 Q1	$2K	Hold	83	–	–	﹤0.01%	2052
2017 Q4	$2K	Hold	83	–	–	﹤0.01%	2041
2017 Q3	$1K	Hold	83	–	–	﹤0.01%	2064
2017 Q2	$2K	Hold	83	–	–	﹤0.01%	1946
2017 Q1	$2K	Sell	83 -209	-72%	-$4.88K	﹤0.01%	1909
2016 Q4	$6K	Sell	292 -84	-22%	-$1.65K	﹤0.01%	1586
2016 Q3	$7K	Hold	376	–	–	﹤0.01%	1487
2016 Q2	$7K	Hold	376	–	–	﹤0.01%	1433
2016 Q1	$5K	Buy	+376	New	+$4.56K	﹤0.01%	1495

Other funds holding NXRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

SCGM

Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geneos Wealth Management sold out of NexPoint Residential Trust (NXRT) in Q3 2025, closing a stake of 158 shares — an estimated $5.26K sold.

Geneos Wealth Management first reported a position in NXRT in Q1 2016 and held it in 27 quarters. The position peaked at $7K in Q3 2016. 219 funds tracked by Wall St. Rank hold NXRT as of Q3 2025.

Geneos Wealth Management reported no remaining NexPoint Residential Trust position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 158 NexPoint Residential Trust shares in Q3 2025, an estimated $5.26K.
Geneos Wealth Management first reported a position in NexPoint Residential Trust in Q1 2016 and held it in 27 quarters.
Geneos Wealth Management's NexPoint Residential Trust position peaked at $7K in Q3 2016.
219 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q3 2025.

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