GWM
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Geneos Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Geneos Wealth Management’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$965 – 3114
2024
Q4 		$965 Buy
+9
New +$983 ﹤0.01% 2776

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geneos Wealth Management's GSHD Position: Q1 2025 in Review

Geneos Wealth Management sold out of Goosehead Insurance (GSHD) in Q1 2025, closing a stake of 9 shares — an estimated $965 sold.

Geneos Wealth Management first reported a position in GSHD in Q4 2024 and held it in 1 quarter. The position peaked at $965 in Q4 2024. 286 funds tracked by Wall St. Rank hold GSHD as of Q1 2025.

  • Geneos Wealth Management reported no remaining Goosehead Insurance position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 9 Goosehead Insurance shares in Q1 2025, an estimated $965.
  • Geneos Wealth Management first reported a position in Goosehead Insurance in Q4 2024 and held it in 1 quarter.
  • Geneos Wealth Management's Goosehead Insurance position peaked at $965 in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.