Geneos Wealth Management
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
Q3 		$1.74M Buy
15,463
+2,936
+23% +$312K 0.03% 436
2026
Q2 		$1.26M Buy
12,527
+1,077
+9% +$90.2K 0.03% 487
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
+10,677
+136% +$632K 0.04% 399
2025
Q1 		$327K Buy
7,860
+2,398
+44% +$114K 0.01% 749
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geneos Wealth Management's HOOD Position: Q3 2026 in Review

Geneos Wealth Management increased its Robinhood (HOOD) stake by 23% in Q3 2026, buying an estimated $312K and bringing the position to 15,463 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #436.

Geneos Wealth Management first reported a position in HOOD in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.83M in Q3 2025. 1,031 funds tracked by Wall St. Rank hold HOOD as of Q3 2026.

  • Geneos Wealth Management held 15,463 shares of Robinhood worth $1.74M as of Q3 2026.
  • Geneos Wealth Management bought 2,936 Robinhood shares in Q3 2026, an estimated $312K.
  • Robinhood made up 0.03% of Geneos Wealth Management's portfolio in Q3 2026, its #436 holding.
  • Geneos Wealth Management first reported a position in Robinhood in Q1 2022 and has held it in 19 quarters since.
  • Geneos Wealth Management's Robinhood position peaked at $1.83M in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held Robinhood as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.