Geneos Wealth Management’s Hillenbrand HI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.44K	Sell	271 -145	-35%	-$2.91K	﹤0.01%	2553
2025 Q1	$10K	Buy	416 +232	+126%	+$5.6K	﹤0.01%	2565
2024 Q4	$5.66K	Hold	184	–	–	﹤0.01%	2288
2024 Q3	$5.12K	Buy	184 +24	+15%	+$667	﹤0.01%	2069
2024 Q2	$6.4K	Hold	160	–	–	﹤0.01%	1663
2024 Q1	$8.05K	Hold	160	–	–	﹤0.01%	1598
2023 Q4	$7.66K	Sell	160 -38	-19%	-$1.82K	﹤0.01%	1614
2023 Q3	$8.37K	Sell	198 -253	-56%	-$10.7K	﹤0.01%	1617
2023 Q2	$23.1K	Buy	451 +2	+0.4%	+$102	﹤0.01%	1325
2023 Q1	$21.4K	Buy	449 +289	+181%	+$13.7K	﹤0.01%	1325
2022 Q4	$6.83K	Hold	160	–	–	﹤0.01%	1636
2022 Q3	$5K	Hold	160	–	–	﹤0.01%	1689
2022 Q2	$6K	Hold	160	–	–	﹤0.01%	2129
2022 Q1	$7K	Hold	160	–	–	﹤0.01%	2220
2021 Q4	$8K	Hold	160	–	–	﹤0.01%	2264
2021 Q3	$7K	Hold	160	–	–	﹤0.01%	2348
2021 Q2	$7K	Sell	160 -250	-61%	-$10.9K	﹤0.01%	2334
2021 Q1	$20K	Buy	410 +250	+156%	+$12.2K	﹤0.01%	2082
2020 Q4	$7K	Hold	160	–	–	﹤0.01%	2362
2020 Q3	$4K	Hold	160	–	–	﹤0.01%	2256
2020 Q2	$3K	Hold	160	–	–	﹤0.01%	2276
2020 Q1	$2K	Hold	160	–	–	﹤0.01%	2257
2019 Q4	$5K	Hold	160	–	–	﹤0.01%	2180
2019 Q3	$5K	Hold	160	–	–	﹤0.01%	2095
2019 Q2	$6K	Hold	160	–	–	﹤0.01%	2070
2019 Q1	$6K	Hold	160	–	–	﹤0.01%	1993
2018 Q4	$6K	Hold	160	–	–	﹤0.01%	1925
2018 Q3	$8K	Hold	160	–	–	﹤0.01%	1920
2018 Q2	$7K	Hold	160	–	–	﹤0.01%	1828
2018 Q1	$7K	Hold	160	–	–	﹤0.01%	1764
2017 Q4	$7K	Hold	160	–	–	﹤0.01%	1738
2017 Q3	$6K	Hold	160	–	–	﹤0.01%	1718
2017 Q2	$5K	Hold	160	–	–	﹤0.01%	1716
2017 Q1	$5K	Sell	160 -13	-8%	-$406	﹤0.01%	1682
2016 Q4	$6K	Hold	173	–	–	﹤0.01%	1576
2016 Q3	$5K	Buy	173 +13	+8%	+$376	﹤0.01%	1568
2016 Q2	$4K	Hold	160	–	–	﹤0.01%	1567
2016 Q1	$4K	Buy	+160	New	+$4K	﹤0.01%	1548