GWM
OPI

Geneos Wealth Management’s Office Properties Income Trust OPI Stock Holding History

Geneos Wealth Management’s Portfolio OPI Stock Details OPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-950
Closed -$950 – 3128
2024
Q4 		$950 Buy
950
+500
+111% +$771 ﹤0.01% 2780
2024
Q3 		$981 Hold
450
– – ﹤0.01% 2451
2024
Q2 		$918 Hold
450
– – ﹤0.01% 1991
2024
Q1 		$918 Buy
+450
New +$1.55K ﹤0.01% 2041
2022
Q3 		– Sell
-234
Closed -$4K – 2417
2022
Q2 		$4K Sell
234
-194
-45% -$4.2K ﹤0.01% 2267
2022
Q1 		$11K Buy
428
+6
+1% +$153 ﹤0.01% 2057
2021
Q4 		$10K Sell
422
-232
-35% -$5.96K ﹤0.01% 2185
2021
Q3 		$16K Buy
654
+241
+58% +$6.57K ﹤0.01% 2036
2021
Q2 		$12K Buy
413
+92
+29% +$2.64K ﹤0.01% 2133
2021
Q1 		$8K Sell
321
-65
-17% -$1.68K ﹤0.01% 2487
2020
Q4 		$7K Buy
386
+121
+46% +$2.64K ﹤0.01% 2373
2020
Q3 		$5K Buy
265
+4
+2% +$96 ﹤0.01% 2186
2020
Q2 		$6K Buy
261
+5
+2% +$130 ﹤0.01% 2095
2020
Q1 		$6K Buy
256
+3
+1% +$93 ﹤0.01% 1991
2019
Q4 		$8K Buy
253
+3
+1% +$96 ﹤0.01% 2060
2019
Q3 		$7K Sell
250
-80
-24% -$2.23K ﹤0.01% 2012
2019
Q2 		$8K Sell
330
-1,564
-83% -$41.1K ﹤0.01% 1984
2019
Q1 		$52K Buy
+1,894
New +$57.4K ﹤0.01% 1118

Other funds holding OPI

MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geneos Wealth Management's OPI Position: Q1 2025 in Review

Geneos Wealth Management sold out of Office Properties Income Trust (OPI) in Q1 2025, closing a stake of 950 shares — an estimated $950 sold.

Geneos Wealth Management first reported a position in OPI in Q1 2019 and held it in 18 quarters. The position peaked at $52K in Q1 2019. 95 funds tracked by Wall St. Rank hold OPI as of Q1 2025.

  • Geneos Wealth Management reported no remaining Office Properties Income Trust position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 950 Office Properties Income Trust shares in Q1 2025, an estimated $950.
  • Geneos Wealth Management first reported a position in Office Properties Income Trust in Q1 2019 and held it in 18 quarters.
  • Geneos Wealth Management's Office Properties Income Trust position peaked at $52K in Q1 2019.
  • 95 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.