GM
DX

GeoWealth Management’s Dynex Capital DX Stock Holding History

GeoWealth Management’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38
Closed -$464 – 883
2025
Q2 		$464 Buy
+38
New +$461 ﹤0.01% 1181
2025
Q1 		– Sell
-209
Closed -$2.65K – 1256
2024
Q4 		$2.65K Sell
209
-111
-35% -$1.38K ﹤0.01% 1622
2024
Q3 		$4.08K Buy
+320
New +$3.95K ﹤0.01% 1476

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's DX Position: Q3 2025 in Review

GeoWealth Management sold out of Dynex Capital (DX) in Q3 2025, closing a stake of 38 shares — an estimated $464 sold.

GeoWealth Management first reported a position in DX in Q3 2024 and held it in 3 quarters. The position peaked at $4.08K in Q3 2024. 212 funds tracked by Wall St. Rank hold DX as of Q3 2025.

  • GeoWealth Management reported no remaining Dynex Capital position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 38 Dynex Capital shares in Q3 2025, an estimated $464.
  • GeoWealth Management first reported a position in Dynex Capital in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Dynex Capital position peaked at $4.08K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.