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Geneos Wealth Management’s Prologis PLD Stock Holding History

Geneos Wealth Management’s Portfolio PLD Stock Details PLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.2M Buy
39,360
+3,810
+11% +$509K 0.12% 203
2025
Q4 		$4.54M Sell
35,550
-763
-2% -$95.1K 0.11% 221
2025
Q3 		$4.16M Buy
36,313
+424
+1% +$46.6K 0.11% 229
2025
Q2 		$3.77M Sell
35,889
-32,973
-48% -$3.46M 0.09% 266
2025
Q1 		$7.7M Buy
68,862
+31,086
+82% +$3.6M 0.11% 227
2024
Q4 		$3.99M Buy
37,776
+1,124
+3% +$129K 0.14% 167
2024
Q3 		$4.63M Buy
36,652
+7,644
+26% +$948K 0.18% 139
2024
Q2 		$3.26M Buy
29,008
+27,850
+2,405% +$3.09M 0.14% 167
2024
Q1 		$151K Buy
1,158
+51
+5% +$6.66K 0.01% 763
2023
Q4 		$148K Sell
1,107
-182
-14% -$20.7K 0.01% 747
2023
Q3 		$145K Buy
1,289
+771
+149% +$94.3K 0.01% 765
2023
Q2 		$63.5K Buy
518
+92
+22% +$11.3K ﹤0.01% 1008
2023
Q1 		$53.2K Sell
426
-61
-13% -$7.5K ﹤0.01% 1060
2022
Q4 		$54.9K Hold
487
– – ﹤0.01% 1024
2022
Q3 		$49K Sell
487
-274
-36% -$34K ﹤0.01% 1042
2022
Q2 		$91K Buy
761
+8
+1% +$1.11K ﹤0.01% 1039
2022
Q1 		$121K Buy
753
+37
+5% +$5.65K 0.01% 1009
2021
Q4 		$120K Buy
716
+70
+11% +$10.4K ﹤0.01% 1094
2021
Q3 		$81K Buy
646
+80
+14% +$10.4K ﹤0.01% 1256
2021
Q2 		$68K Sell
566
-12,616
-96% -$1.47M ﹤0.01% 1337
2021
Q1 		$1.54M Buy
13,182
+46
+0.4% +$4.69K 0.04% 328
2020
Q4 		$58K Buy
13,136
+12,377
+1,631% +$1.25M ﹤0.01% 1385
2020
Q3 		$74K Buy
759
+10
+1% +$1K ﹤0.01% 1067
2020
Q2 		$67K Sell
749
-233
-24% -$20.8K ﹤0.01% 1098
2020
Q1 		$77K Sell
982
-231
-19% -$20.2K 0.01% 936
2019
Q4 		$107K Hold
1,213
– – 0.01% 925
2019
Q3 		$104K Hold
1,213
– – 0.01% 877
2019
Q2 		$97K Hold
1,213
– – 0.01% 924
2019
Q1 		$87K Sell
1,213
-900
-43% -$61.4K 0.01% 915
2018
Q4 		$123K Sell
2,113
-991
-32% -$64.2K 0.01% 767
2018
Q3 		$210K Buy
3,104
+2,667
+610% +$175K 0.01% 622
2018
Q2 		$28K Hold
437
– – ﹤0.01% 1313
2018
Q1 		$27K Sell
437
-193
-31% -$12K ﹤0.01% 1261
2017
Q4 		$40K Sell
630
-10
-2% -$653 ﹤0.01% 1103
2017
Q3 		$40K Buy
640
+1
+0.2% +$62 ﹤0.01% 1063
2017
Q2 		$37K Buy
639
+1
+0.2% +$56 ﹤0.01% 1050
2017
Q1 		$33K Sell
638
-49
-7% -$2.49K ﹤0.01% 1052
2016
Q4 		$36K Hold
687
– – ﹤0.01% 954
2016
Q3 		$36K Buy
687
+188
+38% +$9.92K ﹤0.01% 928
2016
Q2 		$24K Buy
499
+1
+0.2% +$47 ﹤0.01% 1055
2016
Q1 		$22K Buy
+498
New +$20K ﹤0.01% 1063

Other funds holding PLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geneos Wealth Management increased its Prologis (PLD) stake by 11% in Q1 2026, buying an estimated $509K and bringing the position to 39,360 shares worth $5.2M. The position accounts for 0.12% of the portfolio, ranked #203.

Geneos Wealth Management first reported a position in PLD in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.7M in Q1 2025. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.

  • Geneos Wealth Management held 39,360 shares of Prologis worth $5.2M as of Q1 2026.
  • Geneos Wealth Management bought 3,810 Prologis shares in Q1 2026, an estimated $509K.
  • Prologis made up 0.12% of Geneos Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Geneos Wealth Management first reported a position in Prologis in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Prologis position peaked at $7.7M in Q1 2025.
  • 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.

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