Genesis Private Wealth’s Dolby DLB Stock Holding History

Genesis Private Wealth’s Portfolio DLB Stock Details DLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,508	Closed	-$201K	–	160
2025 Q1	$201K	Buy	+2,508	New	+$205K	0.11%	142

Other funds holding DLB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Genesis Private Wealth's DLB Position: Q2 2025 in Review

Genesis Private Wealth sold out of Dolby (DLB) in Q2 2025, closing a stake of 2,508 shares — an estimated $201K sold.

Genesis Private Wealth first reported a position in DLB in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 404 funds tracked by Wall St. Rank hold DLB as of Q2 2025.

Genesis Private Wealth reported no remaining Dolby position as of Q2 2025 after selling out during the quarter.
Genesis Private Wealth sold 2,508 Dolby shares in Q2 2025, an estimated $201K.
Genesis Private Wealth first reported a position in Dolby in Q1 2025 and held it in 1 quarter.
Genesis Private Wealth's Dolby position peaked at $201K in Q1 2025.
404 funds tracked by Wall St. Rank held Dolby as of Q2 2025.

Based on Genesis Private Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.