GPW
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Genesis Private Wealth’s Realty Income O Stock Holding History

Genesis Private Wealth’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,443
Closed -$209K – 193
2025
Q3 		$209K Sell
3,443
-46
-1% -$2.68K 0.09% 147
2025
Q2 		$201K Buy
+3,489
New +$197K 0.09% 151

Other funds holding O

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 Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Genesis Private Wealth's O Position: Q4 2025 in Review

Genesis Private Wealth sold out of Realty Income (O) in Q4 2025, closing a stake of 3,443 shares — an estimated $209K sold.

Genesis Private Wealth first reported a position in O in Q2 2025 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Genesis Private Wealth reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Genesis Private Wealth sold 3,443 Realty Income shares in Q4 2025, an estimated $209K.
  • Genesis Private Wealth first reported a position in Realty Income in Q2 2025 and held it in 2 quarters.
  • Genesis Private Wealth's Realty Income position peaked at $209K in Q3 2025.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Genesis Private Wealth's 13F filing for Q4 2025, filed 8 Jan 2026.