Geneos Wealth Management’s Lemonade LMND Stock Holding History

Geneos Wealth Management’s Portfolio LMND Stock Details LMND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-136	Closed	-$2.24K	–	2592
2024 Q2	$2.24K	Buy	136 +1	+0.7%	+$17	﹤0.01%	1868
2024 Q1	$2.21K	Sell	135 -550	-80%	-$9.25K	﹤0.01%	1883
2023 Q4	$11K	Sell	685 -100	-13%	-$1.51K	﹤0.01%	1524
2023 Q3	$9.12K	Hold	785	–	–	﹤0.01%	1596
2023 Q2	$13.2K	Buy	785 +300	+62%	+$4.69K	﹤0.01%	1493
2023 Q1	$6.92K	Sell	485 -289	-37%	-$4.39K	﹤0.01%	1647
2022 Q4	$10.6K	Sell	774 -786	-50%	-$15.5K	﹤0.01%	1518
2022 Q3	$33K	Sell	1,560 -2,009	-56%	-$45.7K	﹤0.01%	1172
2022 Q2	$66K	Buy	3,569 +4	+0.1%	+$84	﹤0.01%	1169
2022 Q1	$94K	Buy	3,565 +3,050	+592%	+$86.4K	﹤0.01%	1117
2021 Q4	$21K	Sell	515 -66	-11%	-$3.71K	﹤0.01%	1862
2021 Q3	$37K	Sell	581 -705	-55%	-$56.8K	﹤0.01%	1633
2021 Q2	$138K	Sell	1,286 -166	-11%	-$15.1K	0.01%	1024
2021 Q1	$131K	Buy	1,452 +120	+9%	+$15.5K	﹤0.01%	1173
2020 Q4	$108K	Buy	+1,332	New	+$98.2K	﹤0.01%	1116

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return