GWM
TWO

Geneos Wealth Management’s Two Harbors Investment TWO Stock Holding History

Geneos Wealth Management’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-316
Closed -$3.12K – 2558
2025
Q3 		$3.12K Hold
316
– – ﹤0.01% 2241
2025
Q2 		$3.4K Buy
316
+158
+100% +$1.78K ﹤0.01% 2678
2025
Q1 		$2.11K Hold
158
– – ﹤0.01% 2746
2024
Q4 		$1.87K Buy
+158
New +$1.91K ﹤0.01% 2617
2022
Q4 		– Sell
-783
Closed -$10K – 2096
2022
Q3 		$10K Sell
783
-217
-22% -$4.21K ﹤0.01% 1525
2022
Q2 		$19K Buy
1,000
+1
+0.1% +$20 ﹤0.01% 1714
2022
Q1 		$22K Buy
999
+1
+0.1% +$22 ﹤0.01% 1764
2021
Q4 		$23K Sell
998
-511
-34% -$12.7K ﹤0.01% 1824
2021
Q3 		$38K Hold
1,509
– – ﹤0.01% 1619
2021
Q2 		$45K Hold
1,509
– – ﹤0.01% 1537
2021
Q1 		$47K Buy
1,509
+1
+0.1% +$27 ﹤0.01% 1671
2020
Q4 		$44K Buy
1,508
+1
+0.1% +$24 ﹤0.01% 1526
2020
Q3 		$30K Buy
1,507
+251
+20% +$5.33K ﹤0.01% 1470
2020
Q2 		$25K Sell
1,256
-1,086
-46% -$20.2K ﹤0.01% 1526
2020
Q1 		$43K Buy
2,342
+1
+0% +$51 ﹤0.01% 1189
2019
Q4 		$141K Hold
2,341
– – 0.01% 818
2019
Q3 		$123K Buy
2,341
+1
+0% +$53 0.01% 822
2019
Q2 		$118K Buy
2,340
+45
+2% +$2.36K 0.01% 846
2019
Q1 		$124K Buy
2,295
+222
+11% +$12.4K 0.01% 788
2018
Q4 		$108K Sell
2,073
-132
-6% -$7.52K 0.01% 815
2018
Q3 		$131K Buy
2,205
+1,584
+255% +$98.7K 0.01% 798
2018
Q2 		$39K Hold
621
– – ﹤0.01% 1165
2018
Q1 		$38K Buy
621
+158
+34% +$9.7K ﹤0.01% 1131
2017
Q4 		$30K Buy
+463
New +$32.4K ﹤0.01% 1237

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geneos Wealth Management sold out of Two Harbors Investment (TWO) in Q4 2025, closing a stake of 316 shares — an estimated $3.12K sold.

Geneos Wealth Management first reported a position in TWO in Q4 2017 and held it in 24 quarters. The position peaked at $141K in Q4 2019. 215 funds tracked by Wall St. Rank hold TWO as of Q4 2025.

  • Geneos Wealth Management reported no remaining Two Harbors Investment position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 316 Two Harbors Investment shares in Q4 2025, an estimated $3.12K.
  • Geneos Wealth Management first reported a position in Two Harbors Investment in Q4 2017 and held it in 24 quarters.
  • Geneos Wealth Management's Two Harbors Investment position peaked at $141K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2025.

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