GWM
HQL

Geneos Wealth Management’s abrdn Life Sciences Investors HQL Stock Holding History

Geneos Wealth Management’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,293
Closed -$29.4K – 2802
2025
Q2 		$29.4K Buy
2,293
+651
+40% +$8.03K ﹤0.01% 1841
2025
Q1 		$20.8K Buy
+1,642
New +$22.2K ﹤0.01% 2301

Other funds holding HQL

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Geneos Wealth Management sold out of abrdn Life Sciences Investors (HQL) in Q3 2025, closing a stake of 2,293 shares — an estimated $29.4K sold.

Geneos Wealth Management first reported a position in HQL in Q1 2025 and held it in 2 quarters. The position peaked at $29.4K in Q2 2025. 83 funds tracked by Wall St. Rank hold HQL as of Q3 2025.

  • Geneos Wealth Management reported no remaining abrdn Life Sciences Investors position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,293 abrdn Life Sciences Investors shares in Q3 2025, an estimated $29.4K.
  • Geneos Wealth Management first reported a position in abrdn Life Sciences Investors in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's abrdn Life Sciences Investors position peaked at $29.4K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q3 2025.

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