Geneos Wealth Management’s Haverty Furniture Companies HVT Stock Holding History

Geneos Wealth Management’s Portfolio HVT Stock Details HVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-450	Closed	-$10K	–	3121
2024 Q4	$10K	Sell	450 -50	-10%	-$1.19K	﹤0.01%	2052
2024 Q3	$13.7K	Hold	500	–	–	﹤0.01%	1710
2024 Q2	$12.6K	Hold	500	–	–	﹤0.01%	1486
2024 Q1	$17.1K	Hold	500	–	–	﹤0.01%	1410
2023 Q4	$17.8K	Hold	500	–	–	﹤0.01%	1399
2023 Q3	$14.4K	Hold	500	–	–	﹤0.01%	1471
2023 Q2	$15.1K	Hold	500	–	–	﹤0.01%	1462
2023 Q1	$16K	Hold	500	–	–	﹤0.01%	1413
2022 Q4	$14.9K	Hold	500	–	–	﹤0.01%	1419
2022 Q3	$12K	Sell	500 -175	-26%	-$4.74K	﹤0.01%	1463
2022 Q2	$15K	Hold	675	–	–	﹤0.01%	1808
2022 Q1	$18K	Buy	+675	New	+$19.6K	﹤0.01%	1852

Other funds holding HVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Geneos Wealth Management's HVT Position: Q1 2025 in Review

Geneos Wealth Management sold out of Haverty Furniture Companies (HVT) in Q1 2025, closing a stake of 450 shares — an estimated $10K sold.

Geneos Wealth Management first reported a position in HVT in Q1 2022 and held it in 12 quarters. The position peaked at $18K in Q1 2022. 123 funds tracked by Wall St. Rank hold HVT as of Q1 2025.

Geneos Wealth Management reported no remaining Haverty Furniture Companies position as of Q1 2025 after selling out during the quarter.
Geneos Wealth Management sold 450 Haverty Furniture Companies shares in Q1 2025, an estimated $10K.
Geneos Wealth Management first reported a position in Haverty Furniture Companies in Q1 2022 and held it in 12 quarters.
Geneos Wealth Management's Haverty Furniture Companies position peaked at $18K in Q1 2022.
123 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.