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	Buy	861 +15	+2%	+$795	﹤0.01%	1589
2025 Q1	$42K	Buy	846 +739	+691%	+$37.1K	﹤0.01%	1579
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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

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

Geneos Wealth Management sold out of New York Times (NYT) in Q3 2025, closing a stake of 861 shares — an estimated $48.2K sold.

Geneos Wealth Management first reported a position in NYT in Q1 2017 and held it in 15 quarters. The position peaked at $48.2K in Q2 2025. 525 funds tracked by Wall St. Rank hold NYT as of Q3 2025.

Geneos Wealth Management reported no remaining New York Times position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 861 New York Times shares in Q3 2025, an estimated $48.2K.
Geneos Wealth Management first reported a position in New York Times in Q1 2017 and held it in 15 quarters.
Geneos Wealth Management's New York Times position peaked at $48.2K in Q2 2025.
525 funds tracked by Wall St. Rank held New York Times as of Q3 2025.

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