GWM
LICY

Geneos Wealth Management’s Li-Cycle Holdings Corp. LICY Stock Holding History

Geneos Wealth Management’s Portfolio LICY Stock Details LICY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-500
Closed -$885 – 3184
2024
Q4 		$885 Buy
+500
New +$1.08K ﹤0.01% 2795
2024
Q2 		– Sell
-379
Closed -$3.13K – 2196
2024
Q1 		$3.13K Buy
379
+4
+1% +$18 ﹤0.01% 1799
2023
Q4 		$1.74K Hold
375
– – ﹤0.01% 1939
2023
Q3 		$10.7K Hold
375
– – ﹤0.01% 1548
2023
Q2 		$16.6K Buy
+375
New +$15.3K ﹤0.01% 1427
2022
Q3 		– Sell
-119
Closed -$6K – 2667
2022
Q2 		$6K Hold
119
– – ﹤0.01% 2153
2022
Q1 		$8K Buy
+119
New +$7.57K ﹤0.01% 2194

Other funds holding LICY

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $194M AUM 13.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return