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Geneos Wealth Management’s Zillow Z Stock Holding History

Geneos Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.9K Sell
1,955
-50
-2% -$2.66K ﹤0.01% 1242
2025
Q4 		$137K Hold
2,005
– – ﹤0.01% 1056
2025
Q3 		$154K Sell
2,005
-9
-0.4% -$735 ﹤0.01% 992
2025
Q2 		$141K Sell
2,014
-2,011
-50% -$136K ﹤0.01% 1119
2025
Q1 		$276K Buy
4,025
+2,030
+102% +$155K ﹤0.01% 1106
2024
Q4 		$148K Sell
1,995
-1,850
-48% -$132K 0.01% 940
2024
Q3 		$246K Sell
3,845
-23
-0.6% -$1.24K 0.01% 721
2024
Q2 		$179K Sell
3,868
-830
-18% -$36.5K 0.01% 730
2024
Q1 		$229K Sell
4,698
-3,128
-40% -$170K 0.01% 665
2023
Q4 		$453K Sell
7,826
-1,532
-16% -$67.5K 0.02% 508
2023
Q3 		$432K Hold
9,358
– – 0.02% 495
2023
Q2 		$470K Sell
9,358
-65
-0.7% -$2.99K 0.02% 474
2023
Q1 		$419K Hold
9,423
– – 0.03% 480
2022
Q4 		$304K Sell
9,423
-1,155
-11% -$38.3K 0.02% 518
2022
Q3 		$302K Sell
10,578
-6,502
-38% -$226K 0.02% 500
2022
Q2 		$575K Sell
17,080
-1,413
-8% -$56.8K 0.03% 462
2022
Q1 		$911K Buy
18,493
+2,479
+15% +$133K 0.04% 380
2021
Q4 		$1.02M Buy
16,014
+14,959
+1,418% +$1.08M 0.04% 389
2021
Q3 		$95K Sell
1,055
-110
-9% -$11.1K ﹤0.01% 1197
2021
Q2 		$136K Hold
1,165
– – 0.01% 1030
2021
Q1 		$151K Sell
1,165
-95
-8% -$14.1K ﹤0.01% 1101
2020
Q4 		$160K Buy
1,260
+1,240
+6,200% +$137K 0.01% 921
2020
Q3 		$2K Buy
+20
New +$1.56K ﹤0.01% 2458
2017
Q2 		– Sell
-68
Closed -$2K – 2145
2017
Q1 		$2K Hold
68
– – ﹤0.01% 1936
2016
Q4 		$2K Hold
68
– – ﹤0.01% 1903
2016
Q3 		$2K Hold
68
– – ﹤0.01% 1821
2016
Q2 		$2K Hold
68
– – ﹤0.01% 1709
2016
Q1 		$1K Buy
+68
New +$1.42K ﹤0.01% 1762

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Geneos Wealth Management's Z Position: Q1 2026 in Review

Geneos Wealth Management reduced its Zillow (Z) stake by 2.5% in Q1 2026, selling an estimated $2.66K and leaving 1,955 shares worth $80.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Geneos Wealth Management first reported a position in Z in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.02M in Q4 2021. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

  • Geneos Wealth Management held 1,955 shares of Zillow worth $80.9K as of Q1 2026.
  • Geneos Wealth Management sold 50 Zillow shares in Q1 2026, an estimated $2.66K.
  • Zillow made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1242 holding.
  • Geneos Wealth Management first reported a position in Zillow in Q1 2016 and has held it in 28 quarters since.
  • Geneos Wealth Management's Zillow position peaked at $1.02M in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.