Geneos Wealth Management’s New York Times NYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-861	Closed	-$48.2K	–	2967
2025 Q2	$48.2K	Sell	861 -961	-53%	-$50.9K	﹤0.01%	1589
2025 Q1	$90.4K	Buy	1,822 +1,715	+1,603%	+$86.2K	﹤0.01%	1623
2024 Q4	$5.57K	Hold	107	–	–	﹤0.01%	2292
2024 Q3	$5.96K	Buy	+107	New	+$5.76K	﹤0.01%	2019
2024 Q2	–	Sell	-27	Closed	-$1.17K	–	2146
2024 Q1	$1.17K	Buy	+27	New	+$1.23K	﹤0.01%	1988
2020 Q2	–	Sell	-500	Closed	-$16K	–	2603
2020 Q1	$16K	Hold	500	–	–	﹤0.01%	1607
2019 Q4	$16K	Hold	500	–	–	﹤0.01%	1787
2019 Q3	$14K	Hold	500	–	–	﹤0.01%	1761
2019 Q2	$16K	Hold	500	–	–	﹤0.01%	1741
2019 Q1	$16K	Hold	500	–	–	﹤0.01%	1670
2018 Q4	$11K	Hold	500	–	–	﹤0.01%	1755
2018 Q3	$11K	Hold	500	–	–	﹤0.01%	1812
2018 Q2	$12K	Hold	500	–	–	﹤0.01%	1645
2018 Q1	$12K	Buy	+500	New	+$11.5K	﹤0.01%	1585
2017 Q2	–	Sell	-750	Closed	-$10K	–	2118
2017 Q1	$10K	Buy	+750	New	+$10.7K	﹤0.01%	1486

Other funds holding NYT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return