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Geneos Wealth Management’s HCI Group HCI Stock Holding History

Geneos Wealth Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12
Closed -$1.83K – 2785
2025
Q2 		$1.83K Sell
12
-18
-60% -$2.76K ﹤0.01% 2834
2025
Q1 		$4.48K Buy
+30
New +$3.8K ﹤0.01% 2781
2021
Q2 		– Sell
-1,101
Closed -$80K – 2962
2021
Q1 		$80K Buy
+1,101
New +$69.4K ﹤0.01% 1396

Other funds holding HCI

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of HCI Group (HCI) in Q3 2025, closing a stake of 12 shares — an estimated $1.83K sold.

Geneos Wealth Management first reported a position in HCI in Q1 2021 and held it in 3 quarters. The position peaked at $80K in Q1 2021. 255 funds tracked by Wall St. Rank hold HCI as of Q3 2025.

  • Geneos Wealth Management reported no remaining HCI Group position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 12 HCI Group shares in Q3 2025, an estimated $1.83K.
  • Geneos Wealth Management first reported a position in HCI Group in Q1 2021 and held it in 3 quarters.
  • Geneos Wealth Management's HCI Group position peaked at $80K in Q1 2021.
  • 255 funds tracked by Wall St. Rank held HCI Group as of Q3 2025.

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