Geneos Wealth Management’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.11K | Hold |
52
| – | – | ﹤0.01% | 2248 |
|
|
2025
Q4 | $3.37K | Buy |
52
+9
| +21% | +$529 | ﹤0.01% | 2236 |
|
|
2025
Q3 | $2.28K | Sell |
43
-50
| -54% | -$2.44K | ﹤0.01% | 2298 |
|
|
2025
Q2 | $5K | Sell |
93
-50
| -35% | -$2.81K | ﹤0.01% | 2572 |
|
|
2025
Q1 | $8.29K | Buy |
143
+98
| +218% | +$5.47K | ﹤0.01% | 2628 |
|
|
2024
Q4 | $2.16K | Sell |
45
-16
| -26% | -$782 | ﹤0.01% | 2575 |
|
|
2024
Q3 | $2.75K | Buy |
61
+20
| +49% | +$899 | ﹤0.01% | 2226 |
|
|
2024
Q2 | $1.78K | Sell |
41
-7
| -15% | -$323 | ﹤0.01% | 1908 |
|
|
2024
Q1 | $2.47K | Sell |
48
-2
| -4% | -$99 | ﹤0.01% | 1864 |
|
|
2023
Q4 | $2.65K | Hold |
50
| – | – | ﹤0.01% | 1867 |
|
|
2023
Q3 | $2.45K | Hold |
50
| – | – | ﹤0.01% | 1902 |
|
|
2023
Q2 | $2.37K | Hold |
50
| – | – | ﹤0.01% | 1904 |
|
|
2023
Q1 | $2.21K | Hold |
50
| – | – | ﹤0.01% | 1886 |
|
|
2022
Q4 | $2.56K | Buy |
50
+5
| +11% | +$261 | ﹤0.01% | 1846 |
|
|
2022
Q3 | $1K | Sell |
45
-100
| -69% | -$4.55K | ﹤0.01% | 1907 |
|
|
2022
Q2 | $6K | Sell |
145
-5
| -3% | -$241 | ﹤0.01% | 2115 |
|
|
2022
Q1 | $7K | Buy |
150
+4
| +3% | +$213 | ﹤0.01% | 2203 |
|
|
2021
Q4 | $7K | Sell |
146
-25
| -15% | -$1.28K | ﹤0.01% | 2285 |
|
|
2021
Q3 | $7K | Hold |
171
| – | – | ﹤0.01% | 2331 |
|
|
2021
Q2 | $7K | Sell |
171
-18
| -10% | -$846 | ﹤0.01% | 2319 |
|
|
2021
Q1 | $8K | Sell |
189
-877
| -82% | -$36K | ﹤0.01% | 2455 |
|
|
2020
Q4 | $7K | Buy |
1,066
+896
| +527% | +$30.1K | ﹤0.01% | 2346 |
|
|
2020
Q3 | $4K | Hold |
170
| – | – | ﹤0.01% | 2230 |
|
|
2020
Q2 | $4K | Buy |
170
+6
| +4% | +$165 | ﹤0.01% | 2192 |
|
|
2020
Q1 | $4K | Sell |
164
-44
| -21% | -$1.56K | ﹤0.01% | 2083 |
|
|
2019
Q4 | $8K | Sell |
208
-19
| -8% | -$748 | ﹤0.01% | 2039 |
|
|
2019
Q3 | $9K | Sell |
227
-59
| -21% | -$2.2K | ﹤0.01% | 1917 |
|
|
2019
Q2 | $10K | Sell |
286
-2
| -0.7% | -$77 | ﹤0.01% | 1893 |
|
|
2019
Q1 | $10K | Sell |
288
-15
| -5% | -$562 | ﹤0.01% | 1829 |
|
|
2018
Q4 | $9K | Sell |
303
-19
| -6% | -$741 | ﹤0.01% | 1807 |
|
|
2018
Q3 | $14K | Sell |
322
-184
| -36% | -$7.75K | ﹤0.01% | 1717 |
|
|
2018
Q2 | $20K | Sell |
506
-8
| -2% | -$385 | ﹤0.01% | 1435 |
|
|
2018
Q1 | $26K | Buy |
514
+201
| +64% | +$11.6K | ﹤0.01% | 1270 |
|
|
2017
Q4 | $18K | Buy |
313
+47
| +18% | +$2.78K | ﹤0.01% | 1423 |
|
|
2017
Q3 | $16K | Buy |
+266
| New | +$15.2K | ﹤0.01% | 1399 |
|
Other funds holding BHF
DCM
VCM
VPM
GCL
Geneos Wealth Management's BHF Position: Q1 2026 in Review
Geneos Wealth Management held its Brighthouse Financial (BHF) position steady in Q1 2026 at 52 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.
Geneos Wealth Management first reported a position in BHF in Q3 2017 and has held it in 35 quarters since. The position peaked at $26K in Q1 2018. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.
- Geneos Wealth Management held 52 shares of Brighthouse Financial worth $3.11K as of Q1 2026.
- Geneos Wealth Management left its Brighthouse Financial share count unchanged in Q1 2026.
- Brighthouse Financial made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2248 holding.
- Geneos Wealth Management first reported a position in Brighthouse Financial in Q3 2017 and has held it in 35 quarters since.
- Geneos Wealth Management's Brighthouse Financial position peaked at $26K in Q1 2018.
- 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.