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Geneos Wealth Management’s Herbalife HLF Stock Holding History

Geneos Wealth Management’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-121
Closed -$1.04K – 2795
2025
Q2 		$1.04K Hold
121
– – ﹤0.01% 2973
2025
Q1 		$1.04K Buy
+121
New +$861 ﹤0.01% 2929
2024
Q4 		– Sell
-74
Closed -$532 – 2922
2024
Q3 		$532 Buy
+74
New +$681 ﹤0.01% 2547
2017
Q4 		– Sell
-150
Closed -$5K – 2188
2017
Q3 		$5K Hold
150
– – ﹤0.01% 1754
2017
Q2 		$5K Hold
150
– – ﹤0.01% 1717
2017
Q1 		$4K Hold
150
– – ﹤0.01% 1740
2016
Q4 		$3K Buy
+150
New +$4.09K ﹤0.01% 1766

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

Geneos Wealth Management sold out of Herbalife (HLF) in Q3 2025, closing a stake of 121 shares — an estimated $1.04K sold.

Geneos Wealth Management first reported a position in HLF in Q4 2016 and held it in 7 quarters. The position peaked at $5K in Q3 2017. 218 funds tracked by Wall St. Rank hold HLF as of Q3 2025.

  • Geneos Wealth Management reported no remaining Herbalife position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 121 Herbalife shares in Q3 2025, an estimated $1.04K.
  • Geneos Wealth Management first reported a position in Herbalife in Q4 2016 and held it in 7 quarters.
  • Geneos Wealth Management's Herbalife position peaked at $5K in Q3 2017.
  • 218 funds tracked by Wall St. Rank held Herbalife as of Q3 2025.

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