GWM
HNI icon

Geneos Wealth Management’s HNI Corp HNI Stock Holding History

Geneos Wealth Management’s Portfolio HNI Stock Details HNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-348
Closed -$17.1K – 2800
2025
Q2 		$17.1K Buy
348
+155
+80% +$7.02K ﹤0.01% 2104
2025
Q1 		$8.56K Buy
+193
New +$9.13K ﹤0.01% 2610

Other funds holding HNI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Geneos Wealth Management sold out of HNI Corp (HNI) in Q3 2025, closing a stake of 348 shares — an estimated $17.1K sold.

Geneos Wealth Management first reported a position in HNI in Q1 2025 and held it in 2 quarters. The position peaked at $17.1K in Q2 2025. 282 funds tracked by Wall St. Rank hold HNI as of Q3 2025.

  • Geneos Wealth Management reported no remaining HNI Corp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 348 HNI Corp shares in Q3 2025, an estimated $17.1K.
  • Geneos Wealth Management first reported a position in HNI Corp in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's HNI Corp position peaked at $17.1K in Q2 2025.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q3 2025.

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