GWM
ZD icon

Geneos Wealth Management’s Ziff Davis ZD Stock Holding History

Geneos Wealth Management’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-265
Closed -$8.02K – 3221
2025
Q2 		$8.02K Sell
265
-407
-61% -$13.1K ﹤0.01% 2403
2025
Q1 		$25.3K Buy
672
+508
+310% +$24.4K ﹤0.01% 2232
2024
Q4 		$8.91K Hold
164
– – ﹤0.01% 2095
2024
Q3 		$7.98K Buy
+164
New +$7.81K ﹤0.01% 1917
2018
Q1 		– Sell
-36
Closed -$2K – 2248
2017
Q4 		$2K Hold
36
– – ﹤0.01% 2059
2017
Q3 		$2K Sell
36
-115
-76% -$7.79K ﹤0.01% 2005
2017
Q2 		$11K Buy
151
+115
+319% +$8.59K ﹤0.01% 1515
2017
Q1 		$2K Hold
36
– – ﹤0.01% 1937
2016
Q4 		$2K Hold
36
– – ﹤0.01% 1904
2016
Q3 		$2K Buy
+36
New +$2.1K ﹤0.01% 1822

Other funds holding ZD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return