Geneos Wealth Management’s Federated Hermes FHI Stock Holding History

Geneos Wealth Management’s Portfolio FHI Stock Details FHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-50	Closed	-$1.69K	–	2160
2023 Q4	$1.69K	Hold	50	–	–	﹤0.01%	1943
2023 Q3	$1.69K	Buy	+50	New	+$1.72K	﹤0.01%	1959
2021 Q2	–	Sell	-400	Closed	-$11K	–	2938
2021 Q1	$11K	Buy	+400	New	+$11.8K	﹤0.01%	2335
2018 Q2	–	Sell	-578	Closed	-$19K	–	2280
2018 Q1	$19K	Buy	578 +200	+53%	+$6.79K	﹤0.01%	1409
2017 Q4	$13K	Hold	378	–	–	﹤0.01%	1537
2017 Q3	$11K	Hold	378	–	–	﹤0.01%	1542
2017 Q2	$10K	Buy	378 +190	+101%	+$5.07K	﹤0.01%	1527
2017 Q1	$4K	Buy	+188	New	+$5.03K	﹤0.01%	1733
2016 Q3	–	Sell	-300	Closed	-$8K	–	1973
2016 Q2	$8K	Hold	300	–	–	﹤0.01%	1391
2016 Q1	$8K	Buy	+300	New	+$7.89K	﹤0.01%	1375

Other funds holding FHI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management's FHI Position: Q1 2024 in Review

Geneos Wealth Management sold out of Federated Hermes (FHI) in Q1 2024, closing a stake of 50 shares — an estimated $1.69K sold.

Geneos Wealth Management first reported a position in FHI in Q1 2016 and held it in 10 quarters. The position peaked at $19K in Q1 2018. 316 funds tracked by Wall St. Rank hold FHI as of Q1 2024.

Geneos Wealth Management reported no remaining Federated Hermes position as of Q1 2024 after selling out during the quarter.
Geneos Wealth Management sold 50 Federated Hermes shares in Q1 2024, an estimated $1.69K.
Geneos Wealth Management first reported a position in Federated Hermes in Q1 2016 and held it in 10 quarters.
Geneos Wealth Management's Federated Hermes position peaked at $19K in Q1 2018.
316 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.