Geneos Wealth Management’s Zoom ZM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.2K	Sell	251 -25	-9%	-$2.09K	﹤0.01%	1765
2025 Q4	$23.8K	Hold	276	–	–	﹤0.01%	1670
2025 Q3	$22.8K	Sell	276 -621	-69%	-$48.4K	﹤0.01%	1679
2025 Q2	$69.9K	Sell	897 -885	-50%	-$68.4K	﹤0.01%	1406
2025 Q1	$131K	Buy	1,782 +1,298	+268%	+$103K	﹤0.01%	1417
2024 Q4	$39.5K	Buy	+484	New	+$38.1K	﹤0.01%	1408
2022 Q1	–	Sell	-1,298	Closed	-$238K	–	3015
2021 Q4	$238K	Sell	1,298 -133	-9%	-$31.3K	0.01%	788
2021 Q3	$382K	Sell	1,431 -77	-5%	-$26K	0.01%	645
2021 Q2	$586K	Sell	1,508 -857	-36%	-$285K	0.02%	527
2021 Q1	$755K	Sell	2,365 -31	-1%	-$11.4K	0.02%	515
2020 Q4	$512K	Buy	2,396 +678	+39%	+$302K	0.02%	530
2020 Q3	$852K	Buy	1,718 +181	+12%	+$57.9K	0.04%	319
2020 Q2	$394K	Sell	1,537 -2,141	-58%	-$385K	0.02%	463
2020 Q1	$557K	Buy	3,678 +1,763	+92%	+$174K	0.04%	361
2019 Q4	$127K	Buy	1,915 +1,880	+5,371%	+$129K	0.01%	862
2019 Q3	$2K	Buy	+35	New	+$3.15K	﹤0.01%	2337

Other funds holding ZM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management

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