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Geneos Wealth Management’s LGI Homes LGIH Stock Holding History

Geneos Wealth Management’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-262
Closed -$13.5K – 2875
2025
Q2 		$13.5K Buy
262
+58
+28% +$3.17K ﹤0.01% 2202
2025
Q1 		$13.6K Buy
204
+133
+187% +$10.7K ﹤0.01% 2121
2024
Q4 		$6.35K Buy
71
+2
+3% +$210 ﹤0.01% 2238
2024
Q3 		$8.18K Buy
+69
New +$7.27K ﹤0.01% 1907
2023
Q4 		– Sell
-26
Closed -$2.63K – 2141
2023
Q3 		$2.63K Hold
26
– – ﹤0.01% 1889
2023
Q2 		$3.56K Buy
+26
New +$3.12K ﹤0.01% 1821
2023
Q1 		– Sell
-26
Closed -$2.44K – 2076
2022
Q4 		$2.44K Hold
26
– – ﹤0.01% 1851
2022
Q3 		$2K Sell
26
-3,525
-99% -$345K ﹤0.01% 1845
2022
Q2 		$330K Hold
3,551
– – 0.02% 602
2022
Q1 		$346K Hold
3,551
– – 0.01% 631
2021
Q4 		$548K Hold
3,551
– – 0.02% 551
2021
Q3 		$499K Buy
3,551
+1,000
+39% +$158K 0.02% 576
2021
Q2 		$421K Sell
2,551
-56
-2% -$9.27K 0.02% 601
2021
Q1 		$432K Hold
2,607
– – 0.01% 671
2020
Q4 		$395K Buy
2,607
+56
+2% +$6.38K 0.02% 606
2020
Q3 		$275K Sell
2,551
-3,400
-57% -$376K 0.01% 584
2020
Q2 		$484K Hold
5,951
– – 0.03% 420
2020
Q1 		$284K Hold
5,951
– – 0.02% 512
2019
Q4 		$419K Hold
5,951
– – 0.02% 483
2019
Q3 		$486K Hold
5,951
– – 0.03% 412
2019
Q2 		$425K Hold
5,951
– – 0.03% 452
2019
Q1 		$358K Hold
5,951
– – 0.02% 488
2018
Q4 		$275K Hold
5,951
– – 0.02% 509
2018
Q3 		$282K Hold
5,951
– – 0.02% 534
2018
Q2 		$343K Hold
5,951
– – 0.03% 403
2018
Q1 		$419K Sell
5,951
-466
-7% -$31.5K 0.04% 342
2017
Q4 		$481K Buy
6,417
+466
+8% +$29.6K 0.04% 324
2017
Q3 		$289K Buy
5,951
+2,000
+51% +$88.9K 0.03% 412
2017
Q2 		$158K Hold
3,951
– – 0.02% 561
2017
Q1 		$133K Hold
3,951
– – 0.01% 585
2016
Q4 		$113K Hold
3,951
– – 0.01% 583
2016
Q3 		$145K Hold
3,951
– – 0.02% 517
2016
Q2 		$129K Hold
3,951
– – 0.02% 532
2016
Q1 		$95K Buy
+3,951
New +$87.9K 0.01% 601

Other funds holding LGIH

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
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
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Geneos Wealth Management sold out of LGI Homes (LGIH) in Q3 2025, closing a stake of 262 shares — an estimated $13.5K sold.

Geneos Wealth Management first reported a position in LGIH in Q1 2016 and held it in 34 quarters. The position peaked at $548K in Q4 2021. 239 funds tracked by Wall St. Rank hold LGIH as of Q3 2025.

  • Geneos Wealth Management reported no remaining LGI Homes position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 262 LGI Homes shares in Q3 2025, an estimated $13.5K.
  • Geneos Wealth Management first reported a position in LGI Homes in Q1 2016 and held it in 34 quarters.
  • Geneos Wealth Management's LGI Homes position peaked at $548K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held LGI Homes as of Q3 2025.

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