GWM
SVC

Geneos Wealth Management’s Service Properties Trust SVC Stock Holding History

Geneos Wealth Management’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-128
Closed -$1.53K – 3108
2025
Q2 		$1.53K Sell
128
-231
-64% -$2.5K ﹤0.01% 2882
2025
Q1 		$4.68K Buy
359
+293
+444% +$3.97K ﹤0.01% 2533
2024
Q4 		$841 Buy
66
+39
+144% +$630 ﹤0.01% 2808
2024
Q3 		$611 Buy
+27
New +$672 ﹤0.01% 2527
2022
Q3 		– Sell
-399
Closed -$10K – 2530
2022
Q2 		$10K Hold
399
– – ﹤0.01% 1959
2022
Q1 		$17K Hold
399
– – ﹤0.01% 1886
2021
Q4 		$17K Sell
399
-32
-7% -$1.63K ﹤0.01% 1977
2021
Q3 		$24K Sell
431
-80
-16% -$4.55K ﹤0.01% 1827
2021
Q2 		$32K Sell
511
-52
-9% -$3.23K ﹤0.01% 1688
2021
Q1 		$34K Sell
563
-25
-4% -$1.5K ﹤0.01% 1821
2020
Q4 		$33K Sell
588
-700
-54% -$35.6K ﹤0.01% 1667
2020
Q3 		$48K Hold
1,288
– – ﹤0.01% 1274
2020
Q2 		$42K Hold
1,288
– – ﹤0.01% 1286
2020
Q1 		$45K Sell
1,288
-298
-19% -$26.7K ﹤0.01% 1160
2019
Q4 		$192K Buy
1,586
+248
+19% +$30.2K 0.01% 713
2019
Q3 		$171K Buy
+1,338
New +$166K 0.01% 706

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 SVC Position: Q3 2025 in Review

Geneos Wealth Management sold out of Service Properties Trust (SVC) in Q3 2025, closing a stake of 128 shares — an estimated $1.53K sold.

Geneos Wealth Management first reported a position in SVC in Q3 2019 and held it in 16 quarters. The position peaked at $192K in Q4 2019. 193 funds tracked by Wall St. Rank hold SVC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Service Properties Trust position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 128 Service Properties Trust shares in Q3 2025, an estimated $1.53K.
  • Geneos Wealth Management first reported a position in Service Properties Trust in Q3 2019 and held it in 16 quarters.
  • Geneos Wealth Management's Service Properties Trust position peaked at $192K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.