GWM
ONL

Geneos Wealth Management’s Orion Office REIT ONL Stock Holding History

Geneos Wealth Management’s Portfolio ONL Stock Details ONL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-498
Closed -$1.85K – 3145
2024
Q4 		$1.85K Buy
498
+1
+0.2% +$4 ﹤0.01% 2623
2024
Q3 		$1.99K Buy
497
+89
+22% +$349 ﹤0.01% 2300
2024
Q2 		$1.47K Hold
408
– – ﹤0.01% 1936
2024
Q1 		$1.43K Hold
408
– – ﹤0.01% 1958
2023
Q4 		$2.33K Sell
408
-49
-11% -$256 ﹤0.01% 1892
2023
Q3 		$2.38K Sell
457
-134
-23% -$813 ﹤0.01% 1908
2023
Q2 		$3.91K Sell
591
-66
-10% -$412 ﹤0.01% 1802
2023
Q1 		$4.4K Sell
657
-42
-6% -$341 ﹤0.01% 1761
2022
Q4 		$5.97K Sell
699
-7
-1% -$64 ﹤0.01% 1665
2022
Q3 		$6K Sell
706
-3,942
-85% -$40.4K ﹤0.01% 1656
2022
Q2 		$51K Sell
4,648
-49
-1% -$632 ﹤0.01% 1278
2022
Q1 		$65K Buy
+4,697
New +$79.2K ﹤0.01% 1261

Other funds holding ONL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
KCM
Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return