Geneos Wealth Management’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.85K | Hold |
150
| – | – | ﹤0.01% | 2233 |
|
|
2026
Q1 | $3.41K | Hold |
150
| – | – | ﹤0.01% | 2231 |
|
|
2025
Q4 | $3.58K | Hold |
150
| – | – | ﹤0.01% | 2222 |
|
|
2025
Q3 | $3.39K | Sell |
150
-2,007
| -93% | -$44.6K | ﹤0.01% | 2227 |
|
|
2025
Q2 | $45.7K | Buy |
2,157
+363
| +20% | +$6.92K | ﹤0.01% | 1620 |
|
|
2025
Q1 | $34.8K | Buy |
1,794
+1,095
| +157% | +$22.5K | ﹤0.01% | 1674 |
|
|
2024
Q4 | $14.1K | Sell |
699
-4
| -0.6% | -$75 | ﹤0.01% | 1894 |
|
|
2024
Q3 | $10.9K | Buy |
703
+553
| +369% | +$8.78K | ﹤0.01% | 1809 |
|
|
2024
Q2 | $2.37K | Hold |
150
| – | – | ﹤0.01% | 1860 |
|
|
2024
Q1 | $2.31K | Hold |
150
| – | – | ﹤0.01% | 1875 |
|
|
2023
Q4 | $2.12K | Sell |
150
-1,500
| -91% | -$18.1K | ﹤0.01% | 1909 |
|
|
2023
Q3 | $18.2K | Buy |
1,650
+1,500
| +1,000% | +$18.6K | ﹤0.01% | 1408 |
|
|
2023
Q2 | $1.69K | Hold |
150
| – | – | ﹤0.01% | 1954 |
|
|
2023
Q1 | $2.67K | Hold |
150
| – | – | ﹤0.01% | 1862 |
|
|
2022
Q4 | $3.67K | Hold |
150
| – | – | ﹤0.01% | 1781 |
|
|
2022
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 1779 |
|
|
2022
Q2 | $3K | Sell |
150
-2,808
| -95% | -$63.1K | ﹤0.01% | 2305 |
|
|
2022
Q1 | $69K | Sell |
2,958
-2,992
| -50% | -$59.7K | ﹤0.01% | 1232 |
|
|
2021
Q4 | $97K | Buy |
5,950
+535
| +10% | +$8.92K | ﹤0.01% | 1178 |
|
|
2021
Q3 | $90K | Sell |
5,415
-268
| -5% | -$4.27K | ﹤0.01% | 1217 |
|
|
2021
Q2 | $97K | Sell |
5,683
-1,532
| -21% | -$27.8K | ﹤0.01% | 1172 |
|
|
2021
Q1 | $131K | Buy |
7,215
+1,800
| +33% | +$28.5K | ﹤0.01% | 1172 |
|
|
2020
Q4 | $93K | Hold |
5,415
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q3 | $47K | Hold |
5,415
| – | – | ﹤0.01% | 1281 |
|
|
2020
Q2 | $50K | Hold |
5,415
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q1 | $45K | Sell |
5,415
-500
| -8% | -$6.93K | ﹤0.01% | 1153 |
|
|
2019
Q4 | $97K | Hold |
5,915
| – | – | 0.01% | 961 |
|
|
2019
Q3 | $96K | Hold |
5,915
| – | – | 0.01% | 908 |
|
|
2019
Q2 | $88K | Hold |
5,915
| – | – | 0.01% | 952 |
|
|
2019
Q1 | $82K | Sell |
5,915
-39
| -0.7% | -$576 | 0.01% | 934 |
|
|
2018
Q4 | $77K | Hold |
5,954
| – | – | 0.01% | 921 |
|
|
2018
Q3 | $102K | Hold |
5,954
| – | – | 0.01% | 874 |
|
|
2018
Q2 | $106K | Sell |
5,954
-599
| -9% | -$11.3K | 0.01% | 770 |
|
|
2018
Q1 | $123K | Buy |
6,553
+599
| +10% | +$11.8K | 0.01% | 683 |
|
|
2017
Q4 | $119K | Buy |
+5,954
| New | +$115K | 0.01% | 687 |
|
Other funds holding FHN
NRCM
Geneos Wealth Management's FHN Position: Q2 2026 in Review
Geneos Wealth Management held its First Horizon (FHN) position steady in Q2 2026 at 150 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.
Geneos Wealth Management first reported a position in FHN in Q4 2017 and has held it in 35 quarters since. The position peaked at $131K in Q1 2021. 672 funds tracked by Wall St. Rank hold FHN as of Q2 2026.
- Geneos Wealth Management held 150 shares of First Horizon worth $3.85K as of Q2 2026.
- Geneos Wealth Management left its First Horizon share count unchanged in Q2 2026.
- First Horizon made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2233 holding.
- Geneos Wealth Management first reported a position in First Horizon in Q4 2017 and has held it in 35 quarters since.
- Geneos Wealth Management's First Horizon position peaked at $131K in Q1 2021.
- 672 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.