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Geneos Wealth Management’s Terreno Realty TRNO Stock Holding History

Geneos Wealth Management’s Portfolio TRNO Stock Details TRNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-471
Closed -$26.4K – 3142
2025
Q2 		$26.4K Sell
471
-672
-59% -$38.4K ﹤0.01% 1897
2025
Q1 		$72.3K Buy
1,143
+1,028
+894% +$66.7K ﹤0.01% 1731
2024
Q4 		$6.8K Buy
115
+15
+15% +$925 ﹤0.01% 2208
2024
Q3 		$6.68K Buy
+100
New +$6.72K ﹤0.01% 1976
2018
Q4 		– Sell
-76
Closed -$2K – 2481
2018
Q3 		$2K Buy
+76
New +$2.85K ﹤0.01% 2289

Other funds holding TRNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's TRNO Position: Q3 2025 in Review

Geneos Wealth Management sold out of Terreno Realty (TRNO) in Q3 2025, closing a stake of 471 shares — an estimated $26.4K sold.

Geneos Wealth Management first reported a position in TRNO in Q3 2018 and held it in 5 quarters. The position peaked at $72.3K in Q1 2025. 345 funds tracked by Wall St. Rank hold TRNO as of Q3 2025.

  • Geneos Wealth Management reported no remaining Terreno Realty position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 471 Terreno Realty shares in Q3 2025, an estimated $26.4K.
  • Geneos Wealth Management first reported a position in Terreno Realty in Q3 2018 and held it in 5 quarters.
  • Geneos Wealth Management's Terreno Realty position peaked at $72.3K in Q1 2025.
  • 345 funds tracked by Wall St. Rank held Terreno Realty as of Q3 2025.

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