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Geneos Wealth Management’s Zillow ZG Stock Holding History

Geneos Wealth Management’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25
Closed -$1.71K – 3222
2025
Q2 		$1.71K Sell
25
-10
-29% -$662 ﹤0.01% 2852
2025
Q1 		$2.34K Buy
35
+23
+192% +$1.7K ﹤0.01% 2719
2024
Q4 		$850 Hold
12
– – ﹤0.01% 2807
2024
Q3 		$743 Buy
+12
New +$625 ﹤0.01% 2498
2024
Q1 		– Sell
-480
Closed -$27.2K – 2229
2023
Q4 		$27.2K Hold
480
– – ﹤0.01% 1254
2023
Q3 		$21.5K Hold
480
– – ﹤0.01% 1350
2023
Q2 		$23.6K Sell
480
-440
-48% -$19.8K ﹤0.01% 1319
2023
Q1 		$40.2K Hold
920
– – ﹤0.01% 1139
2022
Q4 		$28.7K Hold
920
– – ﹤0.01% 1235
2022
Q3 		$26K Sell
920
-408
-31% -$14.2K ﹤0.01% 1248
2022
Q2 		$44K Sell
1,328
-5,133
-79% -$203K ﹤0.01% 1344
2022
Q1 		$311K Buy
6,461
+176
+3% +$9.31K 0.01% 655
2021
Q4 		$391K Buy
6,285
+1,685
+37% +$121K 0.01% 656
2021
Q3 		$420K Sell
4,600
-397
-8% -$40.5K 0.02% 622
2021
Q2 		$589K Buy
4,997
+4,820
+2,723% +$595K 0.02% 523
2021
Q1 		$23K Buy
177
+100
+130% +$15.4K ﹤0.01% 2016
2020
Q4 		$10K Buy
+77
New +$8.68K ﹤0.01% 2234
2020
Q2 		– Sell
-1,000
Closed -$35K – 2637
2020
Q1 		$35K Hold
1,000
– – ﹤0.01% 1263
2019
Q4 		$45K Buy
1,000
+500
+100% +$18.5K ﹤0.01% 1322
2019
Q3 		$14K Buy
+500
New +$19.8K ﹤0.01% 1772
2019
Q1 		– Sell
-100
Closed -$3K – 2472
2018
Q4 		$3K Buy
+100
New +$3.53K ﹤0.01% 2149
2017
Q2 		– Sell
-34
Closed -$1K – 2146
2017
Q1 		$1K Hold
34
– – ﹤0.01% 2034
2016
Q4 		$1K Hold
34
– – ﹤0.01% 2013
2016
Q3 		$1K Hold
34
– – ﹤0.01% 1938
2016
Q2 		$1K Buy
+34
New +$965 ﹤0.01% 1778

Other funds holding ZG

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geneos Wealth Management sold out of Zillow (ZG) in Q3 2025, closing a stake of 25 shares — an estimated $1.71K sold.

Geneos Wealth Management first reported a position in ZG in Q2 2016 and held it in 25 quarters. The position peaked at $589K in Q2 2021. 303 funds tracked by Wall St. Rank hold ZG as of Q3 2025.

  • Geneos Wealth Management reported no remaining Zillow position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 25 Zillow shares in Q3 2025, an estimated $1.71K.
  • Geneos Wealth Management first reported a position in Zillow in Q2 2016 and held it in 25 quarters.
  • Geneos Wealth Management's Zillow position peaked at $589K in Q2 2021.
  • 303 funds tracked by Wall St. Rank held Zillow as of Q3 2025.

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