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Geneos Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Geneos Wealth Management’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-162
Closed -$9.96K – 2880
2025
Q2 		$9.96K Sell
162
-326
-67% -$18.9K ﹤0.01% 2330
2025
Q1 		$29K Buy
488
+408
+510% +$26.8K ﹤0.01% 2165
2024
Q4 		$5.5K Hold
80
– – ﹤0.01% 2297
2024
Q3 		$5.21K Buy
+80
New +$5.21K ﹤0.01% 2065
2021
Q2 		– Sell
-32
Closed -$2K – 3001
2021
Q1 		$2K Buy
+32
New +$2.1K ﹤0.01% 2902

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q3 2025, closing a stake of 162 shares — an estimated $9.96K sold.

Geneos Wealth Management first reported a position in LKFN in Q1 2021 and held it in 5 quarters. The position peaked at $29K in Q1 2025. 245 funds tracked by Wall St. Rank hold LKFN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Lakeland Financial Corp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 162 Lakeland Financial Corp shares in Q3 2025, an estimated $9.96K.
  • Geneos Wealth Management first reported a position in Lakeland Financial Corp in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's Lakeland Financial Corp position peaked at $29K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2025.

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