GWM
HLF icon

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 Sell
121
-195
-62% -$1.45K ﹤0.01% 2973
2025
Q1 		$2.73K Buy
+316
New +$2.25K ﹤0.01% 2913
2024
Q4 		– Sell
-74
Closed -$532 – 2922
2024
Q3 		$532 Buy
+74
New +$681 ﹤0.01% 2547
2017
Q4 		– Sell
-150
Closed -$5K – 2189
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

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BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return