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	Buy	265 +11	+4%	+$353	﹤0.01%	2403
2025 Q1	$9.54K	Buy	254 +90	+55%	+$4.32K	﹤0.01%	2270
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Geneos Wealth Management sold out of Ziff Davis (ZD) in Q3 2025, closing a stake of 265 shares — an estimated $8.02K sold.

Geneos Wealth Management first reported a position in ZD in Q3 2016 and held it in 10 quarters. The position peaked at $11K in Q2 2017. 280 funds tracked by Wall St. Rank hold ZD as of Q3 2025.

Geneos Wealth Management reported no remaining Ziff Davis position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 265 Ziff Davis shares in Q3 2025, an estimated $8.02K.
Geneos Wealth Management first reported a position in Ziff Davis in Q3 2016 and held it in 10 quarters.
Geneos Wealth Management's Ziff Davis position peaked at $11K in Q2 2017.
280 funds tracked by Wall St. Rank held Ziff Davis as of Q3 2025.

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