GWM
HOOD icon

Geneos Wealth Management’s Robinhood HOOD Stock Holding History

Geneos Wealth Management’s Portfolio HOOD Stock Details HOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$793K Sell
11,450
-1,650
-13% -$145K 0.02% 565
2025
Q4 		$1.48M Buy
13,100
+332
+3% +$43.2K 0.04% 408
2025
Q3 		$1.83M Sell
12,768
-5,769
-31% -$629K 0.05% 365
2025
Q2 		$1.74M Buy
18,537
+2,248
+14% +$133K 0.04% 399
2025
Q1 		$678K Buy
16,289
+10,827
+198% +$515K 0.01% 790
2024
Q4 		$204K Buy
5,462
+36
+0.7% +$1.16K 0.01% 827
2024
Q3 		$127K Sell
5,426
-1,353
-20% -$28.5K ﹤0.01% 892
2024
Q2 		$154K Sell
6,779
-6,767
-50% -$132K 0.01% 766
2024
Q1 		$273K Sell
13,546
-1,353
-9% -$19K 0.01% 626
2023
Q4 		$190K Sell
14,899
-1,341
-8% -$13.3K 0.01% 687
2023
Q3 		$159K Sell
16,240
-541
-3% -$6K 0.01% 739
2023
Q2 		$167K Sell
16,781
-1,353
-7% -$12.6K 0.01% 723
2023
Q1 		$176K Sell
18,134
-1,353
-7% -$12.9K 0.01% 683
2022
Q4 		$159K Sell
19,487
-5,412
-22% -$53.1K 0.01% 701
2022
Q3 		$251K Sell
24,899
-1,087
-4% -$10.5K 0.02% 550
2022
Q2 		$212K Sell
25,986
-5,402
-17% -$52.6K 0.01% 729
2022
Q1 		$424K Buy
+31,388
New +$420K 0.02% 583

Other funds holding HOOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management reduced its Robinhood (HOOD) stake by 13% in Q1 2026, selling an estimated $145K and leaving 11,450 shares worth $793K. The position accounts for 0.02% of the portfolio, ranked #565.

Geneos Wealth Management first reported a position in HOOD in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.83M in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

  • Geneos Wealth Management held 11,450 shares of Robinhood worth $793K as of Q1 2026.
  • Geneos Wealth Management sold 1,650 Robinhood shares in Q1 2026, an estimated $145K.
  • Robinhood made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #565 holding.
  • Geneos Wealth Management first reported a position in Robinhood in Q1 2022 and has held it in 17 quarters since.
  • Geneos Wealth Management's Robinhood position peaked at $1.83M in Q3 2025.
  • 1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

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