GWM
LHCG

Geneos Wealth Management’s LHC Group LLC LHCG Stock Holding History

Geneos Wealth Management’s Portfolio LHCG Stock Details LHCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7
Closed -$1K – 2908
2021
Q3 		$1K Hold
7
– – ﹤0.01% 2816
2021
Q2 		$1K Sell
7
-14
-67% -$2.81K ﹤0.01% 2829
2021
Q1 		$4K Hold
21
– – ﹤0.01% 2761
2020
Q4 		$1K Buy
21
+14
+200% +$2.98K ﹤0.01% 2854
2020
Q3 		$1K Hold
7
– – ﹤0.01% 2603
2020
Q2 		$1K Buy
+7
New +$1.03K ﹤0.01% 2540

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geneos Wealth Management's LHCG Position: Q4 2021 in Review

Geneos Wealth Management sold out of LHC Group LLC (LHCG) in Q4 2021, closing a stake of 7 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in LHCG in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 295 funds tracked by Wall St. Rank hold LHCG as of Q4 2021.

  • Geneos Wealth Management reported no remaining LHC Group LLC position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 7 LHC Group LLC shares in Q4 2021, an estimated $1K.
  • Geneos Wealth Management first reported a position in LHC Group LLC in Q2 2020 and held it in 6 quarters.
  • Geneos Wealth Management's LHC Group LLC position peaked at $4K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.