Geneos Wealth Management’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-160
| Closed | -$5.08K | – | 2519 |
|
|
2025
Q4 | $5.08K | Hold |
160
| – | – | ﹤0.01% | 2134 |
|
|
2025
Q3 | $4.33K | Sell |
160
-111
| -41% | -$2.6K | ﹤0.01% | 2172 |
|
|
2025
Q2 | $5.44K | Sell |
271
-145
| -35% | -$3.02K | ﹤0.01% | 2553 |
|
|
2025
Q1 | $10K | Buy |
416
+232
| +126% | +$7.06K | ﹤0.01% | 2565 |
|
|
2024
Q4 | $5.66K | Hold |
184
| – | – | ﹤0.01% | 2288 |
|
|
2024
Q3 | $5.12K | Buy |
184
+24
| +15% | +$844 | ﹤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% | -$1.56K | ﹤0.01% | 1614 |
|
|
2023
Q3 | $8.37K | Sell |
198
-253
| -56% | -$12K | ﹤0.01% | 1617 |
|
|
2023
Q2 | $23.1K | Buy |
451
+2
| +0.4% | +$96 | ﹤0.01% | 1325 |
|
|
2023
Q1 | $21.4K | Buy |
449
+289
| +181% | +$13.3K | ﹤0.01% | 1325 |
|
|
2022
Q4 | $6.83K | Hold |
160
| – | – | ﹤0.01% | 1636 |
|
|
2022
Q3 | $5K | Hold |
160
| – | – | ﹤0.01% | 1690 |
|
|
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% | -$11.7K | ﹤0.01% | 2334 |
|
|
2021
Q1 | $20K | Buy |
410
+250
| +156% | +$11.5K | ﹤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% | -$479 | ﹤0.01% | 1682 |
|
|
2016
Q4 | $6K | Hold |
173
| – | – | ﹤0.01% | 1576 |
|
|
2016
Q3 | $5K | Buy |
173
+13
| +8% | +$412 | ﹤0.01% | 1568 |
|
|
2016
Q2 | $4K | Hold |
160
| – | – | ﹤0.01% | 1567 |
|
|
2016
Q1 | $4K | Buy |
+160
| New | +$4.41K | ﹤0.01% | 1548 |
|
Other funds holding HI
Geneos Wealth Management's HI Position: Q1 2026 in Review
Geneos Wealth Management sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 160 shares — an estimated $5.08K sold.
Geneos Wealth Management first reported a position in HI in Q1 2016 and held it in 40 quarters. The position peaked at $23.1K in Q2 2023. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.
- Geneos Wealth Management reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
- Geneos Wealth Management sold 160 Hillenbrand shares in Q1 2026, an estimated $5.08K.
- Geneos Wealth Management first reported a position in Hillenbrand in Q1 2016 and held it in 40 quarters.
- Geneos Wealth Management's Hillenbrand position peaked at $23.1K in Q2 2023.
- 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.