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Geneos Wealth Management’s HealthStream HSTM Stock Holding History

Geneos Wealth Management’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-292
Closed -$8.08K – 2805
2025
Q2 		$8.08K Sell
292
-501
-63% -$14.8K ﹤0.01% 2400
2025
Q1 		$25.5K Buy
+793
New +$25.7K ﹤0.01% 2227

Other funds holding HSTM

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geneos Wealth Management sold out of HealthStream (HSTM) in Q3 2025, closing a stake of 292 shares — an estimated $8.08K sold.

Geneos Wealth Management first reported a position in HSTM in Q1 2025 and held it in 2 quarters. The position peaked at $25.5K in Q1 2025. 200 funds tracked by Wall St. Rank hold HSTM as of Q3 2025.

  • Geneos Wealth Management reported no remaining HealthStream position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 292 HealthStream shares in Q3 2025, an estimated $8.08K.
  • Geneos Wealth Management first reported a position in HealthStream in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's HealthStream position peaked at $25.5K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held HealthStream as of Q3 2025.

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