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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
Q1 		$196K Buy
+21,500
New +$260K ﹤0.01% 964
2025
Q3 		– Sell
-395
Closed -$7.59K – 2978
2025
Q2 		$7.59K Sell
395
-395
-50% -$7.31K ﹤0.01% 2424
2025
Q1 		$15.8K Buy
+790
New +$17.8K ﹤0.01% 2423

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Geneos Wealth Management's OWL Position: Q1 2026 in Review

Geneos Wealth Management opened a new position in Blue Owl Capital (OWL) in Q1 2026: 21,500 shares worth $196K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in OWL as recently as Q2 2025.

Geneos Wealth Management first reported a position in OWL in Q1 2025 and has held it in 3 quarters since. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Geneos Wealth Management held 21,500 shares of Blue Owl Capital worth $196K as of Q1 2026.
  • Blue Owl Capital was a new Geneos Wealth Management position in Q1 2026.
  • Blue Owl Capital made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #964 holding.
  • Geneos Wealth Management first reported a position in Blue Owl Capital in Q1 2025 and has held it in 3 quarters since.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.