Geneos Wealth Management’s Walker & Dunlop WD Stock Holding History

Geneos Wealth Management’s Portfolio WD Stock Details WD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11	Closed	-$775	–	3191
2025 Q2	$775	Buy	+11	New	+$795	﹤0.01%	3045
2024 Q4	–	Sell	-25	Closed	-$2.84K	–	2969
2024 Q3	$2.84K	Hold	25	–	–	﹤0.01%	2212
2024 Q2	$2.46K	Hold	25	–	–	﹤0.01%	1854
2024 Q1	$2.53K	Hold	25	–	–	﹤0.01%	1860
2023 Q4	$2.77K	Hold	25	–	–	﹤0.01%	1860
2023 Q3	$1.86K	Hold	25	–	–	﹤0.01%	1947
2023 Q2	$1.98K	Hold	25	–	–	﹤0.01%	1925
2023 Q1	$1.9K	Buy	+25	New	+$2.17K	﹤0.01%	1909
2022 Q3	–	Sell	-300	Closed	-$29K	–	2606
2022 Q2	$29K	Hold	300	–	–	﹤0.01%	1516
2022 Q1	$38K	Hold	300	–	–	﹤0.01%	1501
2021 Q4	$45K	Hold	300	–	–	﹤0.01%	1526
2021 Q3	$34K	Hold	300	–	–	﹤0.01%	1675
2021 Q2	$30K	Hold	300	–	–	﹤0.01%	1722
2021 Q1	$33K	Hold	300	–	–	﹤0.01%	1835
2020 Q4	$31K	Hold	300	–	–	﹤0.01%	1690
2020 Q3	$14K	Hold	300	–	–	﹤0.01%	1839
2020 Q2	$14K	Hold	300	–	–	﹤0.01%	1785
2020 Q1	$12K	Hold	300	–	–	﹤0.01%	1748
2019 Q4	$19K	Buy	+300	New	+$19K	﹤0.01%	1715

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management sold out of Walker & Dunlop (WD) in Q3 2025, closing a stake of 11 shares — an estimated $775 sold.

Geneos Wealth Management first reported a position in WD in Q4 2019 and held it in 19 quarters. The position peaked at $45K in Q4 2021. 283 funds tracked by Wall St. Rank hold WD as of Q3 2025.

Geneos Wealth Management reported no remaining Walker & Dunlop position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 11 Walker & Dunlop shares in Q3 2025, an estimated $775.
Geneos Wealth Management first reported a position in Walker & Dunlop in Q4 2019 and held it in 19 quarters.
Geneos Wealth Management's Walker & Dunlop position peaked at $45K in Q4 2021.
283 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2025.

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