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Geneos Wealth Management’s L3Harris LHX Stock Holding History

Geneos Wealth Management’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.9K Buy
199
+3
+2% +$953 ﹤0.01% 1406
2026
Q1 		$67.5K Buy
196
+1
+0.5% +$349 ﹤0.01% 1312
2025
Q4 		$57.3K Buy
195
+5
+3% +$1.45K ﹤0.01% 1345
2025
Q3 		$58.2K Sell
190
-842
-82% -$230K ﹤0.01% 1328
2025
Q2 		$259K Sell
1,032
-74
-7% -$17K 0.01% 905
2025
Q1 		$232K Buy
1,106
+427
+63% +$89.5K 0.01% 857
2024
Q4 		$143K Sell
679
-6
-0.9% -$1.44K 0.01% 952
2024
Q3 		$163K Buy
685
+494
+259% +$114K 0.01% 825
2024
Q2 		$42.9K Buy
191
+1
+0.5% +$216 ﹤0.01% 1118
2024
Q1 		$40.5K Buy
190
+16
+9% +$3.36K ﹤0.01% 1143
2023
Q4 		$36.7K Sell
174
-54
-24% -$10.1K ﹤0.01% 1161
2023
Q3 		$39.6K Buy
228
+11
+5% +$2.02K ﹤0.01% 1142
2023
Q2 		$42.4K Buy
217
+80
+58% +$15.3K ﹤0.01% 1122
2023
Q1 		$26.9K Sell
137
-78
-36% -$15.9K ﹤0.01% 1253
2022
Q4 		$44.8K Sell
215
-215
-50% -$48.5K ﹤0.01% 1094
2022
Q3 		$89K Sell
430
-110
-20% -$25.4K 0.01% 843
2022
Q2 		$131K Sell
540
-103
-16% -$24.9K 0.01% 906
2022
Q1 		$159K Buy
643
+14
+2% +$3.26K 0.01% 895
2021
Q4 		$134K Buy
629
+1
+0.2% +$222 0.01% 1059
2021
Q3 		$138K Sell
628
-25
-4% -$5.68K 0.01% 1026
2021
Q2 		$143K Sell
653
-117
-15% -$25.2K 0.01% 1008
2021
Q1 		$161K Hold
770
– – ﹤0.01% 1071
2020
Q4 		$132K Sell
770
-571
-43% -$104K 0.01% 1014
2020
Q3 		$238K Sell
1,341
-47
-3% -$8.24K 0.01% 632
2020
Q2 		$235K Buy
1,388
+1
+0.1% +$188 0.01% 619
2020
Q1 		$256K Buy
1,387
+7
+0.5% +$1.44K 0.02% 545
2019
Q4 		$278K Sell
1,380
-24
-2% -$4.81K 0.01% 581
2019
Q3 		$293K Buy
+1,404
New +$287K 0.02% 532

Other funds holding LHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geneos Wealth Management's LHX Position: Q2 2026 in Review

Geneos Wealth Management increased its L3Harris (LHX) stake by 1.5% in Q2 2026, buying an estimated $953 and bringing the position to 199 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Geneos Wealth Management first reported a position in LHX in Q3 2019 and has held it in 28 quarters since. The position peaked at $293K in Q3 2019. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Geneos Wealth Management held 199 shares of L3Harris worth $57.9K as of Q2 2026.
  • Geneos Wealth Management bought 3 L3Harris shares in Q2 2026, an estimated $953.
  • L3Harris made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1406 holding.
  • Geneos Wealth Management first reported a position in L3Harris in Q3 2019 and has held it in 28 quarters since.
  • Geneos Wealth Management's L3Harris position peaked at $293K in Q3 2019.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.