Geneos Wealth Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.5K | Hold |
846
| – | – | ﹤0.01% | 1604 |
|
|
2026
Q1 | $35.9K | Sell |
846
-51
| -6% | -$2.5K | ﹤0.01% | 1553 |
|
|
2025
Q4 | $43.6K | Sell |
897
-20
| -2% | -$998 | ﹤0.01% | 1448 |
|
|
2025
Q3 | $48.4K | Sell |
917
-753
| -45% | -$40.6K | ﹤0.01% | 1400 |
|
|
2025
Q2 | $80.1K | Sell |
1,670
-337
| -17% | -$14.1K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $86.9K | Buy |
2,007
+845
| +73% | +$42K | ﹤0.01% | 1219 |
|
|
2024
Q4 | $59.8K | Buy |
1,162
+876
| +306% | +$46.9K | ﹤0.01% | 1250 |
|
|
2024
Q3 | $14.4K | Buy |
+286
| New | +$13.3K | ﹤0.01% | 1685 |
|
|
2024
Q1 | – | Sell |
-846
| Closed | -$29.4K | – | 2185 |
|
|
2023
Q4 | $29.4K | Sell |
846
-200
| -19% | -$6.02K | ﹤0.01% | 1236 |
|
|
2023
Q3 | $32.4K | Buy |
1,046
+60
| +6% | +$2.01K | ﹤0.01% | 1204 |
|
|
2023
Q2 | $31.6K | Buy |
986
+200
| +25% | +$6.18K | ﹤0.01% | 1230 |
|
|
2023
Q1 | $26K | Sell |
786
-200
| -20% | -$7.38K | ﹤0.01% | 1264 |
|
|
2022
Q4 | $34.2K | Sell |
986
-622
| -39% | -$22.1K | ﹤0.01% | 1179 |
|
|
2022
Q3 | $51K | Buy |
1,608
+8
| +0.5% | +$288 | ﹤0.01% | 1021 |
|
|
2022
Q2 | $51K | Buy |
1,600
+8
| +0.5% | +$270 | ﹤0.01% | 1276 |
|
|
2022
Q1 | $54K | Buy |
1,592
+9
| +0.6% | +$348 | ﹤0.01% | 1347 |
|
|
2021
Q4 | $69K | Buy |
1,583
+206
| +15% | +$9.64K | ﹤0.01% | 1329 |
|
|
2021
Q3 | $65K | Buy |
1,377
+6
| +0.4% | +$280 | ﹤0.01% | 1364 |
|
|
2021
Q2 | $63K | Buy |
1,371
+5
| +0.4% | +$229 | ﹤0.01% | 1372 |
|
|
2021
Q1 | $61K | Sell |
1,366
-100
| -7% | -$4.25K | ﹤0.01% | 1528 |
|
|
2020
Q4 | $63K | Buy |
1,466
+580
| +65% | +$21.9K | ﹤0.01% | 1345 |
|
|
2020
Q3 | $27K | Sell |
886
-322
| -27% | -$9.92K | ﹤0.01% | 1515 |
|
|
2020
Q2 | $32K | Hold |
1,208
| – | – | ﹤0.01% | 1419 |
|
|
2020
Q1 | $29K | Sell |
1,208
-100
| -8% | -$3.7K | ﹤0.01% | 1359 |
|
|
2019
Q4 | $51K | Hold |
1,308
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q3 | $45K | Buy |
1,308
+250
| +24% | +$8.85K | ﹤0.01% | 1236 |
|
|
2019
Q2 | $36K | Buy |
1,058
+52
| +5% | +$1.86K | ﹤0.01% | 1353 |
|
|
2019
Q1 | $36K | Hold |
1,006
| – | – | ﹤0.01% | 1305 |
|
|
2018
Q4 | $37K | Hold |
1,006
| – | – | ﹤0.01% | 1233 |
|
|
2018
Q3 | $48K | Hold |
1,006
| – | – | ﹤0.01% | 1189 |
|
|
2018
Q2 | $49K | Hold |
1,006
| – | – | ﹤0.01% | 1052 |
|
|
2018
Q1 | $52K | Buy |
1,006
+9
| +0.9% | +$499 | ﹤0.01% | 977 |
|
|
2017
Q4 | $52K | Hold |
997
| – | – | ﹤0.01% | 982 |
|
|
2017
Q3 | $45K | Sell |
997
-615
| -38% | -$27.3K | ﹤0.01% | 996 |
|
|
2017
Q2 | $74K | Hold |
1,612
| – | – | 0.01% | 783 |
|
|
2017
Q1 | $74K | Hold |
1,612
| – | – | 0.01% | 754 |
|
|
2016
Q4 | $66K | Hold |
1,612
| – | – | 0.01% | 734 |
|
|
2016
Q3 | $58K | Buy |
1,612
+700
| +77% | +$24.5K | 0.01% | 760 |
|
|
2016
Q2 | $27K | Hold |
912
| – | – | ﹤0.01% | 1020 |
|
|
2016
Q1 | $36K | Buy |
+912
| New | +$32.7K | 0.01% | 902 |
|
Other funds holding LAZ
AI
Geneos Wealth Management's LAZ Position: Q2 2026 in Review
Geneos Wealth Management held its Lazard (LAZ) position steady in Q2 2026 at 846 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.
Geneos Wealth Management first reported a position in LAZ in Q1 2016 and has held it in 40 quarters since. The position peaked at $86.9K in Q1 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.
- Geneos Wealth Management held 846 shares of Lazard worth $35.5K as of Q2 2026.
- Geneos Wealth Management left its Lazard share count unchanged in Q2 2026.
- Lazard made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1604 holding.
- Geneos Wealth Management first reported a position in Lazard in Q1 2016 and has held it in 40 quarters since.
- Geneos Wealth Management's Lazard position peaked at $86.9K in Q1 2025.
- 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.