Geneos Wealth Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.97M | Buy |
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|
2025
Q2 | $6.02M | Sell |
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|
2025
Q1 | $8.97M | Buy |
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|
2024
Q4 | $3.09M | Buy |
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|
2024
Q3 | $2.73M | Buy |
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.85M | Sell |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $913K | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $747K | Buy |
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|
2020
Q3 | $614K | Buy |
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|
2020
Q2 | $491K | Buy |
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