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Geneos Wealth Management’s Hancock Whitney HWC Stock Holding History

Geneos Wealth Management’s Portfolio HWC Stock Details HWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-23
Closed -$1.32K – 2809
2025
Q2 		$1.32K Sell
23
-3
-12% -$160 ﹤0.01% 2910
2025
Q1 		$1.36K Buy
26
+4
+18% +$225 ﹤0.01% 2866
2024
Q4 		$1.2K Hold
22
– – ﹤0.01% 2732
2024
Q3 		$1.13K Buy
+22
New +$1.12K ﹤0.01% 2424
2021
Q4 		– Sell
-2,360
Closed -$113K – 2815
2021
Q3 		$113K Sell
2,360
-1,894
-45% -$83.9K ﹤0.01% 1118
2021
Q2 		$188K Buy
4,254
+9
+0.2% +$419 0.01% 873
2021
Q1 		$196K Hold
4,245
– – 0.01% 969
2020
Q4 		$180K Buy
4,245
+508
+14% +$13.7K 0.01% 868
2020
Q3 		$68K Buy
3,737
+16
+0.4% +$313 ﹤0.01% 1106
2020
Q2 		$70K Buy
3,721
+14
+0.4% +$289 ﹤0.01% 1070
2020
Q1 		$73K Buy
3,707
+1,180
+47% +$40.7K ﹤0.01% 958
2019
Q4 		$110K Hold
2,527
– – 0.01% 911
2019
Q3 		$96K Hold
2,527
– – 0.01% 909
2019
Q2 		$101K Hold
2,527
– – 0.01% 903
2019
Q1 		$102K Hold
2,527
– – 0.01% 857
2018
Q4 		$87K Buy
2,527
+1,679
+198% +$68K 0.01% 883
2018
Q3 		$40K Hold
848
– – ﹤0.01% 1275
2018
Q2 		$39K Hold
848
– – ﹤0.01% 1159
2018
Q1 		$43K Hold
848
– – ﹤0.01% 1053
2017
Q4 		$41K Hold
848
– – ﹤0.01% 1087
2017
Q3 		$41K Hold
848
– – ﹤0.01% 1047
2017
Q2 		$41K Sell
848
-1,023
-55% -$48.2K ﹤0.01% 1006
2017
Q1 		$85K Hold
1,871
– – 0.01% 710
2016
Q4 		$80K Sell
1,871
-6,032
-76% -$229K 0.01% 674
2016
Q3 		$256K Buy
7,903
+23
+0.3% +$695 0.03% 393
2016
Q2 		$202K Hold
7,880
– – 0.03% 438
2016
Q1 		$178K Buy
+7,880
New +$185K 0.03% 458

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Geneos Wealth Management sold out of Hancock Whitney (HWC) in Q3 2025, closing a stake of 23 shares — an estimated $1.32K sold.

Geneos Wealth Management first reported a position in HWC in Q1 2016 and held it in 27 quarters. The position peaked at $256K in Q3 2016. 366 funds tracked by Wall St. Rank hold HWC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Hancock Whitney position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 23 Hancock Whitney shares in Q3 2025, an estimated $1.32K.
  • Geneos Wealth Management first reported a position in Hancock Whitney in Q1 2016 and held it in 27 quarters.
  • Geneos Wealth Management's Hancock Whitney position peaked at $256K in Q3 2016.
  • 366 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2025.

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