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Geneos Wealth Management’s Real Brokerage REAX Stock Holding History

Geneos Wealth Management’s Portfolio REAX Stock Details REAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-186
Closed -$755 – 3205
2025
Q1 		$755 Buy
+186
New +$883 ﹤0.01% 3061

Other funds holding REAX

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
MVPGP
Magma Venture Partners General Partner Tel Aviv, Israel $59.2M AUM 38.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Geneos Wealth Management's REAX Position: Q2 2025 in Review

Geneos Wealth Management sold out of Real Brokerage (REAX) in Q2 2025, closing a stake of 186 shares — an estimated $755 sold.

Geneos Wealth Management first reported a position in REAX in Q1 2025 and held it in 1 quarter. The position peaked at $755 in Q1 2025. 145 funds tracked by Wall St. Rank hold REAX as of Q2 2025.

  • Geneos Wealth Management reported no remaining Real Brokerage position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 186 Real Brokerage shares in Q2 2025, an estimated $755.
  • Geneos Wealth Management first reported a position in Real Brokerage in Q1 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Real Brokerage position peaked at $755 in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Real Brokerage as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.