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Geneos Wealth Management’s Vesta Real Estate VTMX Stock Holding History

Geneos Wealth Management’s Portfolio VTMX Stock Details VTMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-24
Closed -$657 – 3184
2025
Q2 		$657 Sell
24
-26
-52% -$698 ﹤0.01% 3075
2025
Q1 		$1.14K Buy
+50
New +$1.24K ﹤0.01% 3036

Other funds holding VTMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geneos Wealth Management sold out of Vesta Real Estate (VTMX) in Q3 2025, closing a stake of 24 shares — an estimated $657 sold.

Geneos Wealth Management first reported a position in VTMX in Q1 2025 and held it in 2 quarters. The position peaked at $1.14K in Q1 2025. 63 funds tracked by Wall St. Rank hold VTMX as of Q3 2025.

  • Geneos Wealth Management reported no remaining Vesta Real Estate position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 24 Vesta Real Estate shares in Q3 2025, an estimated $657.
  • Geneos Wealth Management first reported a position in Vesta Real Estate in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Vesta Real Estate position peaked at $1.14K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Vesta Real Estate as of Q3 2025.

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