Geneos Wealth Management’s InterContinental Hotels IHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-61	Closed	-$7.04K	–	2815
2025 Q2	$7.04K	Sell	61 -109	-64%	-$12.2K	﹤0.01%	2452
2025 Q1	$18.6K	Buy	170 +117	+221%	+$14.5K	﹤0.01%	2349
2024 Q4	$6.62K	Hold	53	–	–	﹤0.01%	2217
2024 Q3	$5.86K	Buy	+53	New	+$5.43K	﹤0.01%	2023
2022 Q2	–	Sell	-57	Closed	-$3K	–	2681
2022 Q1	$3K	Buy	+57	New	+$3.85K	﹤0.01%	2466
2021 Q2	–	Sell	-4,594	Closed	-$326K	–	2981
2021 Q1	$326K	Buy	+4,594	New	+$314K	0.01%	761

Other funds holding IHG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Geneos Wealth Management sold out of InterContinental Hotels (IHG) in Q3 2025, closing a stake of 61 shares — an estimated $7.04K sold.

Geneos Wealth Management first reported a position in IHG in Q1 2021 and held it in 6 quarters. The position peaked at $326K in Q1 2021. 241 funds tracked by Wall St. Rank hold IHG as of Q3 2025.

Geneos Wealth Management reported no remaining InterContinental Hotels position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 61 InterContinental Hotels shares in Q3 2025, an estimated $7.04K.
Geneos Wealth Management first reported a position in InterContinental Hotels in Q1 2021 and held it in 6 quarters.
Geneos Wealth Management's InterContinental Hotels position peaked at $326K in Q1 2021.
241 funds tracked by Wall St. Rank held InterContinental Hotels as of Q3 2025.

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