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Geneos Wealth Management’s Loews L Stock Holding History

Geneos Wealth Management’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-98
Closed -$8.98K – 2865
2025
Q2 		$8.98K Sell
98
-78
-44% -$6.85K ﹤0.01% 2364
2025
Q1 		$16.2K Buy
+176
New +$15.1K ﹤0.01% 2045
2022
Q3 		– Sell
-666
Closed -$40K – 2325
2022
Q2 		$40K Hold
666
– – ﹤0.01% 1382
2022
Q1 		$43K Hold
666
– – ﹤0.01% 1453
2021
Q4 		$38K Sell
666
-179
-21% -$10.2K ﹤0.01% 1603
2021
Q3 		$46K Hold
845
– – ﹤0.01% 1536
2021
Q2 		$46K Sell
845
-319
-27% -$17.9K ﹤0.01% 1521
2021
Q1 		$64K Hold
1,164
– – ﹤0.01% 1502
2020
Q4 		$44K Sell
1,164
-1,371
-54% -$55.1K ﹤0.01% 1514
2020
Q3 		$85K Hold
2,535
– – ﹤0.01% 1011
2020
Q2 		$83K Hold
2,535
– – ﹤0.01% 1002
2020
Q1 		$85K Hold
2,535
– – 0.01% 895
2019
Q4 		$131K Sell
2,535
-182
-7% -$9.18K 0.01% 844
2019
Q3 		$139K Hold
2,717
– – 0.01% 777
2019
Q2 		$148K Sell
2,717
-3
-0.1% -$154 0.01% 771
2019
Q1 		$130K Buy
2,720
+1,000
+58% +$47.2K 0.01% 773
2018
Q4 		$77K Buy
1,720
+185
+12% +$8.72K 0.01% 922
2018
Q3 		$77K Hold
1,535
– – 0.01% 981
2018
Q2 		$74K Hold
1,535
– – 0.01% 886
2018
Q1 		$76K Hold
1,535
– – 0.01% 845
2017
Q4 		$76K Buy
1,535
+179
+13% +$8.85K 0.01% 844
2017
Q3 		$64K Buy
1,356
+240
+22% +$11.4K 0.01% 851
2017
Q2 		$52K Hold
1,116
– – 0.01% 906
2017
Q1 		$52K Hold
1,116
– – 0.01% 873
2016
Q4 		$52K Hold
1,116
– – 0.01% 824
2016
Q3 		$45K Hold
1,116
– – 0.01% 855
2016
Q2 		$45K Hold
1,116
– – 0.01% 848
2016
Q1 		$42K Buy
+1,116
New +$41.1K 0.01% 849

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Geneos Wealth Management sold out of Loews (L) in Q3 2025, closing a stake of 98 shares — an estimated $8.98K sold.

Geneos Wealth Management first reported a position in L in Q1 2016 and held it in 28 quarters. The position peaked at $148K in Q2 2019. 698 funds tracked by Wall St. Rank hold L as of Q3 2025.

  • Geneos Wealth Management reported no remaining Loews position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 98 Loews shares in Q3 2025, an estimated $8.98K.
  • Geneos Wealth Management first reported a position in Loews in Q1 2016 and held it in 28 quarters.
  • Geneos Wealth Management's Loews position peaked at $148K in Q2 2019.
  • 698 funds tracked by Wall St. Rank held Loews as of Q3 2025.

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