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Geneos Wealth Management’s Blue Owl Capital OWL Stock Holding History

Geneos Wealth Management’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
25,250
+3,750
+17% +$35.6K ﹤0.01% 956
2026
Q1 		$196K Buy
+21,500
New +$260K ﹤0.01% 964
2025
Q3 		– Sell
-395
Closed -$7.59K – 2978
2025
Q2 		$7.59K Hold
395
– – ﹤0.01% 2424
2025
Q1 		$7.92K Buy
+395
New +$8.88K ﹤0.01% 2353

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Geneos Wealth Management's OWL Position: Q2 2026 in Review

Geneos Wealth Management increased its Blue Owl Capital (OWL) stake by 17% in Q2 2026, buying an estimated $35.6K and bringing the position to 25,250 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Geneos Wealth Management first reported a position in OWL in Q1 2025 and has held it in 4 quarters since. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Geneos Wealth Management held 25,250 shares of Blue Owl Capital worth $221K as of Q2 2026.
  • Geneos Wealth Management bought 3,750 Blue Owl Capital shares in Q2 2026, an estimated $35.6K.
  • Blue Owl Capital made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #956 holding.
  • Geneos Wealth Management first reported a position in Blue Owl Capital in Q1 2025 and has held it in 4 quarters since.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.