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Geneos Wealth Management’s Hershey HSY Stock Holding History

Geneos Wealth Management’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46M Buy
7,035
+690
+11% +$146K 0.03% 415
2025
Q4 		$1.15M Buy
6,345
+8
+0.1% +$1.46K 0.03% 465
2025
Q3 		$1.19M Sell
6,337
-11
-0.2% -$2K 0.03% 446
2025
Q2 		$1.05M Sell
6,348
-6,805
-52% -$1.12M 0.03% 521
2025
Q1 		$2.25M Buy
13,153
+6,026
+85% +$987K 0.03% 462
2024
Q4 		$1.21M Sell
7,127
-13,473
-65% -$2.42M 0.04% 372
2024
Q3 		$3.95M Buy
20,600
+1,750
+9% +$340K 0.15% 163
2024
Q2 		$3.47M Buy
18,850
+1,295
+7% +$251K 0.15% 148
2024
Q1 		$3.41M Buy
17,555
+12,706
+262% +$2.45M 0.16% 165
2023
Q4 		$904K Sell
4,849
-629
-11% -$119K 0.04% 344
2023
Q3 		$1.1M Buy
5,478
+73
+1% +$16.3K 0.06% 299
2023
Q2 		$1.35M Buy
5,405
+14
+0.3% +$3.67K 0.07% 266
2023
Q1 		$1.37M Buy
5,391
+1,028
+24% +$242K 0.08% 252
2022
Q4 		$1.01M Buy
4,363
+2
+0% +$461 0.06% 270
2022
Q3 		$961K Sell
4,361
-8,267
-65% -$1.85M 0.07% 261
2022
Q2 		$2.79M Buy
12,628
+224
+2% +$48.8K 0.14% 170
2022
Q1 		$2.69M Buy
12,404
+22
+0.2% +$4.47K 0.12% 192
2021
Q4 		$2.4M Buy
12,382
+162
+1% +$29.3K 0.09% 223
2021
Q3 		$2.09M Buy
12,220
+179
+1% +$31.6K 0.08% 240
2021
Q2 		$2.1M Sell
12,041
-7
-0.1% -$1.18K 0.08% 232
2021
Q1 		$1.98M Buy
12,048
+7
+0.1% +$1.05K 0.06% 289
2020
Q4 		$1.91M Buy
12,041
+1,917
+19% +$284K 0.08% 243
2020
Q3 		$1.41M Sell
10,124
-822
-8% -$117K 0.07% 248
2020
Q2 		$1.38M Buy
10,946
+49
+0.4% +$6.59K 0.08% 239
2020
Q1 		$1.43M Buy
10,897
+351
+3% +$51.8K 0.1% 212
2019
Q4 		$1.56M Buy
10,546
+119
+1% +$17.6K 0.08% 236
2019
Q3 		$1.6M Sell
10,427
-40,301
-79% -$6.09M 0.1% 205
2019
Q2 		$6.8M Buy
50,728
+668
+1% +$84.9K 0.42% 51
2019
Q1 		$5.75M Buy
50,060
+39,128
+358% +$4.26M 0.38% 64
2018
Q4 		$1.16M Sell
10,932
-258
-2% -$27.4K 0.09% 229
2018
Q3 		$1.14M Buy
11,190
+342
+3% +$33.8K 0.08% 245
2018
Q2 		$1.01M Sell
10,848
-151
-1% -$14.1K 0.08% 220
2018
Q1 		$1.09M Sell
10,999
-173
-2% -$17.9K 0.1% 199
2017
Q4 		$1.27M Sell
11,172
-1,013
-8% -$111K 0.11% 179
2017
Q3 		$1.33M Buy
12,185
+117
+1% +$12.5K 0.13% 160
2017
Q2 		$1.29M Buy
12,068
+741
+7% +$81.8K 0.13% 155
2017
Q1 		$1.24M Buy
11,327
+2
+0% +$214 0.13% 152
2016
Q4 		$1.17M Sell
11,325
-64
-0.6% -$6.32K 0.15% 139
2016
Q3 		$1.09M Buy
11,389
+969
+9% +$103K 0.15% 152
2016
Q2 		$1.17M Buy
10,420
+4
+0% +$374 0.17% 135
2016
Q1 		$976K Buy
+10,416
New +$929K 0.15% 154

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geneos Wealth Management increased its Hershey (HSY) stake by 11% in Q1 2026, buying an estimated $146K and bringing the position to 7,035 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #415.

Geneos Wealth Management first reported a position in HSY in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.8M in Q2 2019. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Geneos Wealth Management held 7,035 shares of Hershey worth $1.46M as of Q1 2026.
  • Geneos Wealth Management bought 690 Hershey shares in Q1 2026, an estimated $146K.
  • Hershey made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #415 holding.
  • Geneos Wealth Management first reported a position in Hershey in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Hershey position peaked at $6.8M in Q2 2019.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

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