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Geneos Wealth Management’s Harley-Davidson HOG Stock Holding History

Geneos Wealth Management’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.9K Sell
1,578
-315
-17% -$6.17K ﹤0.01% 1604
2025
Q4 		$38.8K Sell
1,893
-196
-9% -$4.82K ﹤0.01% 1494
2025
Q3 		$58.3K Sell
2,089
-1,316
-39% -$35.3K ﹤0.01% 1325
2025
Q2 		$80.4K Sell
3,405
-1,371
-29% -$32.6K ﹤0.01% 1336
2025
Q1 		$121K Buy
4,776
+3,945
+475% +$106K ﹤0.01% 1469
2024
Q4 		$25K Buy
831
+77
+10% +$2.55K ﹤0.01% 1620
2024
Q3 		$29.1K Buy
754
+291
+63% +$10.5K ﹤0.01% 1408
2024
Q2 		$15.5K Sell
463
-100
-18% -$3.63K ﹤0.01% 1418
2024
Q1 		$24.6K Hold
563
– – ﹤0.01% 1291
2023
Q4 		$20.8K Hold
563
– – ﹤0.01% 1337
2023
Q3 		$18.6K Sell
563
-30
-5% -$1.04K ﹤0.01% 1395
2023
Q2 		$20.9K Hold
593
– – ﹤0.01% 1364
2023
Q1 		$22.5K Buy
593
+100
+20% +$4.39K ﹤0.01% 1308
2022
Q4 		$20.5K Hold
493
– – ﹤0.01% 1333
2022
Q3 		$17K Sell
493
-3,808
-89% -$143K ﹤0.01% 1374
2022
Q2 		$137K Hold
4,301
– – 0.01% 890
2022
Q1 		$169K Sell
4,301
-1,018
-19% -$39.3K 0.01% 868
2021
Q4 		$200K Hold
5,319
– – 0.01% 865
2021
Q3 		$195K Hold
5,319
– – 0.01% 867
2021
Q2 		$248K Buy
5,319
+33
+0.6% +$1.53K 0.01% 764
2021
Q1 		$255K Buy
5,286
+20
+0.4% +$744 0.01% 869
2020
Q4 		$187K Buy
5,266
+105
+2% +$3.6K 0.01% 848
2020
Q3 		$117K Sell
5,161
-610
-11% -$16.4K 0.01% 875
2020
Q2 		$131K Buy
5,771
+255
+5% +$5.54K 0.01% 803
2020
Q1 		$98K Sell
5,516
-1,527
-22% -$46.2K 0.01% 842
2019
Q4 		$265K Sell
7,043
-61
-0.9% -$2.27K 0.01% 594
2019
Q3 		$253K Sell
7,104
-14
-0.2% -$480 0.02% 577
2019
Q2 		$255K Sell
7,118
-1,206
-14% -$43.8K 0.02% 589
2019
Q1 		$296K Sell
8,324
-476
-5% -$17.3K 0.02% 534
2018
Q4 		$298K Buy
8,800
+90
+1% +$3.53K 0.02% 489
2018
Q3 		$394K Buy
8,710
+1,281
+17% +$55.6K 0.03% 438
2018
Q2 		$312K Sell
7,429
-298
-4% -$12.6K 0.02% 433
2018
Q1 		$331K Buy
7,727
+1
+0% +$48 0.03% 394
2017
Q4 		$393K Buy
7,726
+1,494
+24% +$72.6K 0.04% 364
2017
Q3 		$300K Sell
6,232
-208
-3% -$10.1K 0.03% 404
2017
Q2 		$347K Buy
6,440
+2
+0% +$111 0.04% 364
2017
Q1 		$389K Buy
6,438
+225
+4% +$13.2K 0.04% 329
2016
Q4 		$362K Sell
6,213
-196
-3% -$11.2K 0.05% 324
2016
Q3 		$337K Buy
6,409
+3
+0% +$155 0.05% 324
2016
Q2 		$347K Sell
6,406
-939
-13% -$43.2K 0.05% 316
2016
Q1 		$379K Buy
+7,345
New +$321K 0.06% 284

Other funds holding HOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's HOG Position: Q1 2026 in Review

Geneos Wealth Management reduced its Harley-Davidson (HOG) stake by 17% in Q1 2026, selling an estimated $6.17K and leaving 1,578 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Geneos Wealth Management first reported a position in HOG in Q1 2016 and has held it in 41 quarters since. The position peaked at $394K in Q3 2018. 395 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Geneos Wealth Management held 1,578 shares of Harley-Davidson worth $31.9K as of Q1 2026.
  • Geneos Wealth Management sold 315 Harley-Davidson shares in Q1 2026, an estimated $6.17K.
  • Harley-Davidson made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1604 holding.
  • Geneos Wealth Management first reported a position in Harley-Davidson in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Harley-Davidson position peaked at $394K in Q3 2018.
  • 395 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.