Genesee Capital Advisors
VRT icon

Genesee Capital Advisors’s Vertiv VRT Stock Holding History

Genesee Capital Advisors’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-801
Closed -$268K – 195
2026
Q2 		$268K Hold
801
– – 0.08% 140
2026
Q1 		$201K Buy
+801
New +$178K 0.08% 129

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Genesee Capital Advisors's VRT Position: Q3 2026 in Review

Genesee Capital Advisors sold out of Vertiv (VRT) in Q3 2026, closing a stake of 801 shares — an estimated $268K sold.

Genesee Capital Advisors first reported a position in VRT in Q1 2026 and held it in 2 quarters. The position peaked at $268K in Q2 2026. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Genesee Capital Advisors reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • Genesee Capital Advisors sold 801 Vertiv shares in Q3 2026, an estimated $268K.
  • Genesee Capital Advisors first reported a position in Vertiv in Q1 2026 and held it in 2 quarters.
  • Genesee Capital Advisors's Vertiv position peaked at $268K in Q2 2026.
  • 1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Genesee Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.