Geneos Wealth Management
TOL icon

Geneos Wealth Management’s Toll Brothers TOL Stock Holding History

Geneos Wealth Management’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24K Buy
178
+18
+11% +$2.62K ﹤0.01% 2027
2026
Q2 		$26.4K Hold
160
– – ﹤0.01% 1707
2026
Q1 		$21.8K Hold
160
– – ﹤0.01% 1732
2025
Q4 		$21.6K Hold
160
– – ﹤0.01% 1693
2025
Q3 		$22.1K Sell
160
-69
-30% -$9.01K ﹤0.01% 1691
2025
Q2 		$26.1K Buy
229
+65
+40% +$6.74K ﹤0.01% 1908
2025
Q1 		$17.3K Buy
164
+54
+49% +$6.48K ﹤0.01% 2018
2024
Q4 		$13.9K Hold
110
– – ﹤0.01% 1901
2024
Q3 		$17K Buy
110
+10
+10% +$1.36K ﹤0.01% 1621
2024
Q2 		$11.5K Hold
100
– – ﹤0.01% 1510
2024
Q1 		$12.9K Buy
+100
New +$10.9K ﹤0.01% 1482
2022
Q3 		– Sell
-100
Closed -$4K – 2545
2022
Q2 		$4K Sell
100
-7
-7% -$328 ﹤0.01% 2280
2022
Q1 		$5K Buy
107
+7
+7% +$392 ﹤0.01% 2361
2021
Q4 		$7K Hold
100
– – ﹤0.01% 2316
2021
Q3 		$5K Hold
100
– – ﹤0.01% 2472
2021
Q2 		$5K Hold
100
– – ﹤0.01% 2466
2021
Q1 		$6K Hold
100
– – ﹤0.01% 2617
2020
Q4 		$5K Sell
100
-1,222
-92% -$56.7K ﹤0.01% 2503
2020
Q3 		$63K Sell
1,322
-300
-18% -$12.1K ﹤0.01% 1148
2020
Q2 		$47K Buy
1,622
+1,222
+306% +$33.4K ﹤0.01% 1245
2020
Q1 		$8K Buy
+400
New +$15.1K ﹤0.01% 1910
2018
Q2 		– Sell
-400
Closed -$17K – 2321
2018
Q1 		$17K Hold
400
– – ﹤0.01% 1462
2017
Q4 		$19K Hold
400
– – ﹤0.01% 1414
2017
Q3 		$16K Hold
400
– – ﹤0.01% 1417
2017
Q2 		$15K Hold
400
– – ﹤0.01% 1389
2017
Q1 		$14K Hold
400
– – ﹤0.01% 1380
2016
Q4 		$12K Sell
400
-72
-15% -$2.13K ﹤0.01% 1391
2016
Q3 		$14K Hold
472
– – ﹤0.01% 1263
2016
Q2 		$12K Hold
472
– – ﹤0.01% 1280
2016
Q1 		$13K Buy
+472
New +$13.2K ﹤0.01% 1233

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geneos Wealth Management's TOL Position: Q3 2026 in Review

Geneos Wealth Management increased its Toll Brothers (TOL) stake by 11% in Q3 2026, buying an estimated $2.62K and bringing the position to 178 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Geneos Wealth Management first reported a position in TOL in Q1 2016 and has held it in 30 quarters since. The position peaked at $63K in Q3 2020. 452 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Geneos Wealth Management held 178 shares of Toll Brothers worth $24K as of Q3 2026.
  • Geneos Wealth Management bought 18 Toll Brothers shares in Q3 2026, an estimated $2.62K.
  • Toll Brothers made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2027 holding.
  • Geneos Wealth Management first reported a position in Toll Brothers in Q1 2016 and has held it in 30 quarters since.
  • Geneos Wealth Management's Toll Brothers position peaked at $63K in Q3 2020.
  • 452 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.