Geneos Wealth Management
LMND icon

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
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Geneos Wealth Management's LMND Position: Q3 2024 in Review

Geneos Wealth Management sold out of Lemonade (LMND) in Q3 2024, closing a stake of 136 shares — an estimated $2.24K sold.

Geneos Wealth Management first reported a position in LMND in Q4 2020 and held it in 15 quarters. The position peaked at $138K in Q2 2021. 224 funds tracked by Wall St. Rank hold LMND as of Q3 2024.

  • Geneos Wealth Management reported no remaining Lemonade position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 136 Lemonade shares in Q3 2024, an estimated $2.24K.
  • Geneos Wealth Management first reported a position in Lemonade in Q4 2020 and held it in 15 quarters.
  • Geneos Wealth Management's Lemonade position peaked at $138K in Q2 2021.
  • 224 funds tracked by Wall St. Rank held Lemonade as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.