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Geneos Wealth Management’s LivaNova LIVN Stock Holding History

Geneos Wealth Management’s Portfolio LIVN Stock Details LIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-56
Closed -$2.52K – 2879
2025
Q2 		$2.52K Buy
56
+13
+30% +$536 ﹤0.01% 2762
2025
Q1 		$1.69K Buy
43
+12
+39% +$538 ﹤0.01% 2812
2024
Q4 		$1.44K Hold
31
– – ﹤0.01% 2682
2024
Q3 		$1.63K Buy
+31
New +$1.54K ﹤0.01% 2341
2022
Q2 		– Sell
-15
Closed -$1K – 2699
2022
Q1 		$1K Buy
+15
New +$1.17K ﹤0.01% 2665

Other funds holding LIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of LivaNova (LIVN) in Q3 2025, closing a stake of 56 shares — an estimated $2.52K sold.

Geneos Wealth Management first reported a position in LIVN in Q1 2022 and held it in 5 quarters. The position peaked at $2.52K in Q2 2025. 271 funds tracked by Wall St. Rank hold LIVN as of Q3 2025.

  • Geneos Wealth Management reported no remaining LivaNova position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 56 LivaNova shares in Q3 2025, an estimated $2.52K.
  • Geneos Wealth Management first reported a position in LivaNova in Q1 2022 and held it in 5 quarters.
  • Geneos Wealth Management's LivaNova position peaked at $2.52K in Q2 2025.
  • 271 funds tracked by Wall St. Rank held LivaNova as of Q3 2025.

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