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Geneos Wealth Management’s Sun Communities SUI Stock Holding History

Geneos Wealth Management’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-75
Closed -$9.68K – 2552
2025
Q3 		$9.68K Hold
75
– – ﹤0.01% 1973
2025
Q2 		$9.49K Sell
75
-40
-35% -$4.96K ﹤0.01% 2349
2025
Q1 		$14.8K Hold
115
– – ﹤0.01% 2081
2024
Q4 		$14.1K Hold
115
– – ﹤0.01% 1890
2024
Q3 		$15.5K Buy
115
+42
+58% +$5.52K ﹤0.01% 1657
2024
Q2 		$8.79K Buy
73
+53
+265% +$6.3K ﹤0.01% 1579
2024
Q1 		$2.57K Hold
20
– – ﹤0.01% 1857
2023
Q4 		$2.67K Sell
20
-20
-50% -$2.41K ﹤0.01% 1866
2023
Q3 		$4.72K Buy
40
+20
+100% +$2.54K ﹤0.01% 1760
2023
Q2 		$2.59K Buy
+20
New +$2.67K ﹤0.01% 1888
2023
Q1 		– Sell
-20
Closed -$2.84K – 2094
2022
Q4 		$2.84K Buy
+20
New +$2.73K ﹤0.01% 1827
2020
Q2 		– Sell
-27
Closed -$3K – 2621
2020
Q1 		$3K Hold
27
– – ﹤0.01% 2205
2019
Q4 		$4K Hold
27
– – ﹤0.01% 2259
2019
Q3 		$4K Hold
27
– – ﹤0.01% 2178
2019
Q2 		$3K Hold
27
– – ﹤0.01% 2257
2019
Q1 		$3K Hold
27
– – ﹤0.01% 2184
2018
Q4 		$2K Buy
+27
New +$2.75K ﹤0.01% 2232
2017
Q1 		– Sell
-52
Closed -$3K – 2135
2016
Q4 		$3K Hold
52
– – ﹤0.01% 1788
2016
Q3 		$4K Buy
+52
New +$4.03K ﹤0.01% 1649

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Geneos Wealth Management's SUI Position: Q4 2025 in Review

Geneos Wealth Management sold out of Sun Communities (SUI) in Q4 2025, closing a stake of 75 shares — an estimated $9.68K sold.

Geneos Wealth Management first reported a position in SUI in Q3 2016 and held it in 19 quarters. The position peaked at $15.5K in Q3 2024. 540 funds tracked by Wall St. Rank hold SUI as of Q4 2025.

  • Geneos Wealth Management reported no remaining Sun Communities position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 75 Sun Communities shares in Q4 2025, an estimated $9.68K.
  • Geneos Wealth Management first reported a position in Sun Communities in Q3 2016 and held it in 19 quarters.
  • Geneos Wealth Management's Sun Communities position peaked at $15.5K in Q3 2024.
  • 540 funds tracked by Wall St. Rank held Sun Communities as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.