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Geneos Wealth Management’s Greystone Housing Impact Investors LP GHI Stock Holding History

Geneos Wealth Management’s Portfolio GHI Stock Details GHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,402
Closed -$9.66K – 2513
2025
Q4 		$9.66K Hold
1,402
– – ﹤0.01% 1975
2025
Q3 		$14.4K Hold
1,402
– – ﹤0.01% 1843
2025
Q2 		$15.9K Sell
1,402
-701
-33% -$8.21K ﹤0.01% 2135
2025
Q1 		$25.9K Buy
2,103
+1,402
+200% +$17.3K ﹤0.01% 2225
2024
Q4 		$7.18K Buy
+701
New +$8.43K ﹤0.01% 2191

Other funds holding GHI

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

Geneos Wealth Management's GHI Position: Q1 2026 in Review

Geneos Wealth Management sold out of Greystone Housing Impact Investors LP (GHI) in Q1 2026, closing a stake of 1,402 shares — an estimated $9.66K sold.

Geneos Wealth Management first reported a position in GHI in Q4 2024 and held it in 5 quarters. The position peaked at $25.9K in Q1 2025. 39 funds tracked by Wall St. Rank hold GHI as of Q1 2026.

  • Geneos Wealth Management reported no remaining Greystone Housing Impact Investors LP position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 1,402 Greystone Housing Impact Investors LP shares in Q1 2026, an estimated $9.66K.
  • Geneos Wealth Management first reported a position in Greystone Housing Impact Investors LP in Q4 2024 and held it in 5 quarters.
  • Geneos Wealth Management's Greystone Housing Impact Investors LP position peaked at $25.9K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Greystone Housing Impact Investors LP as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.