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Geneos Wealth Management’s First Hawaiian FHB Stock Holding History

Geneos Wealth Management’s Portfolio FHB Stock Details FHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-342
Closed -$8.54K – 2733
2025
Q2 		$8.54K Hold
342
– – ﹤0.01% 2381
2025
Q1 		$23K Buy
342
+83
+32% +$2.16K ﹤0.01% 2267
2024
Q4 		$6.72K Hold
259
– – ﹤0.01% 2212
2024
Q3 		$6K Buy
+259
New +$6.05K ﹤0.01% 2017

Other funds holding FHB

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geneos Wealth Management's FHB Position: Q3 2025 in Review

Geneos Wealth Management sold out of First Hawaiian (FHB) in Q3 2025, closing a stake of 342 shares — an estimated $8.54K sold.

Geneos Wealth Management first reported a position in FHB in Q3 2024 and held it in 4 quarters. The position peaked at $23K in Q1 2025. 284 funds tracked by Wall St. Rank hold FHB as of Q3 2025.

  • Geneos Wealth Management reported no remaining First Hawaiian position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 342 First Hawaiian shares in Q3 2025, an estimated $8.54K.
  • Geneos Wealth Management first reported a position in First Hawaiian in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's First Hawaiian position peaked at $23K in Q1 2025.
  • 284 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.