Geneos Wealth Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5K | Hold |
323
| – | – | ﹤0.01% | 1952 |
|
|
2025
Q4 | $14.4K | Hold |
323
| – | – | ﹤0.01% | 1852 |
|
|
2025
Q3 | $13K | Sell |
323
-204
| -39% | -$7.89K | ﹤0.01% | 1874 |
|
|
2025
Q2 | $18.2K | Sell |
527
-470
| -47% | -$15.4K | ﹤0.01% | 2072 |
|
|
2025
Q1 | $35.8K | Buy |
997
+618
| +163% | +$21.9K | ﹤0.01% | 2085 |
|
|
2024
Q4 | $12K | Buy |
379
+150
| +66% | +$5K | ﹤0.01% | 1976 |
|
|
2024
Q3 | $7.22K | Buy |
229
+56
| +32% | +$1.75K | ﹤0.01% | 1946 |
|
|
2024
Q2 | $5.38K | Hold |
173
| – | – | ﹤0.01% | 1705 |
|
|
2024
Q1 | $5.52K | Hold |
173
| – | – | ﹤0.01% | 1689 |
|
|
2023
Q4 | $4.67K | Sell |
173
-491
| -74% | -$11.8K | ﹤0.01% | 1738 |
|
|
2023
Q3 | $16.4K | Hold |
664
| – | – | ﹤0.01% | 1439 |
|
|
2023
Q2 | $17.1K | Hold |
664
| – | – | ﹤0.01% | 1424 |
|
|
2023
Q1 | $14.9K | Sell |
664
-500
| -43% | -$14.9K | ﹤0.01% | 1434 |
|
|
2022
Q4 | $35.8K | Sell |
1,164
-400
| -26% | -$15.9K | ﹤0.01% | 1166 |
|
|
2022
Q3 | $68K | Buy |
1,564
+1,150
| +278% | +$55.4K | ﹤0.01% | 928 |
|
|
2022
Q2 | $19K | Sell |
414
-400
| -49% | -$22.8K | ﹤0.01% | 1707 |
|
|
2022
Q1 | $53K | Buy |
814
+50
| +7% | +$3.42K | ﹤0.01% | 1361 |
|
|
2021
Q4 | $52K | Sell |
764
-249
| -25% | -$17.6K | ﹤0.01% | 1457 |
|
|
2021
Q3 | $71K | Sell |
1,013
-4,000
| -80% | -$261K | ﹤0.01% | 1317 |
|
|
2021
Q2 | $322K | Sell |
5,013
-925
| -16% | -$61.1K | 0.01% | 668 |
|
|
2021
Q1 | $380K | Buy |
5,938
+4,400
| +286% | +$243K | 0.01% | 710 |
|
|
2020
Q4 | $50K | Buy |
1,538
+725
| +89% | +$30.8K | ﹤0.01% | 1463 |
|
|
2020
Q3 | $24K | Hold |
813
| – | – | ﹤0.01% | 1576 |
|
|
2020
Q2 | $28K | Sell |
813
-1,300
| -62% | -$45.8K | ﹤0.01% | 1472 |
|
|
2020
Q1 | $58K | Sell |
2,113
-1,400
| -40% | -$66.4K | ﹤0.01% | 1057 |
|
|
2019
Q4 | $206K | Hold |
3,513
| – | – | 0.01% | 690 |
|
|
2019
Q3 | $213K | Buy |
3,513
+649
| +23% | +$38.8K | 0.01% | 642 |
|
|
2019
Q2 | $184K | Hold |
2,864
| – | – | 0.01% | 697 |
|
|
2019
Q1 | $168K | Sell |
2,864
-65
| -2% | -$3.85K | 0.01% | 703 |
|
|
2018
Q4 | $149K | Sell |
2,929
-7,105
| -71% | -$432K | 0.01% | 694 |
|
|
2018
Q3 | $678K | Buy |
10,034
+684
| +7% | +$45.1K | 0.05% | 327 |
|
|
2018
Q2 | $582K | Buy |
9,350
+1,811
| +24% | +$124K | 0.05% | 300 |
|
|
2018
Q1 | $550K | Sell |
7,539
-11
| -0.1% | -$863 | 0.05% | 292 |
|
|
2017
Q4 | $580K | Sell |
7,550
-58
| -0.8% | -$4.39K | 0.05% | 288 |
|
|
2017
Q3 | $559K | Hold |
7,608
| – | – | 0.06% | 285 |
|
|
2017
Q2 | $514K | Sell |
7,608
-16
| -0.2% | -$1.06K | 0.05% | 285 |
|
|
2017
Q1 | $499K | Sell |
7,624
-10
| -0.1% | -$684 | 0.05% | 276 |
|
|
2016
Q4 | $505K | Buy |
7,634
+33
| +0.4% | +$1.92K | 0.07% | 243 |
|
|
2016
Q3 | $357K | Buy |
7,601
+197
| +3% | +$8.82K | 0.05% | 313 |
|
|
2016
Q2 | $286K | Sell |
7,404
-44
| -0.6% | -$1.87K | 0.04% | 361 |
|
|
2016
Q1 | $296K | Buy |
+7,448
| New | +$291K | 0.05% | 343 |
|
Other funds holding LNC
BCP
VPM
VCM
Geneos Wealth Management's LNC Position: Q1 2026 in Review
Geneos Wealth Management held its Lincoln National (LNC) position steady in Q1 2026 at 323 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.
Geneos Wealth Management first reported a position in LNC in Q1 2016 and has held it in 41 quarters since. The position peaked at $678K in Q3 2018. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.
- Geneos Wealth Management held 323 shares of Lincoln National worth $11.5K as of Q1 2026.
- Geneos Wealth Management left its Lincoln National share count unchanged in Q1 2026.
- Lincoln National made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1952 holding.
- Geneos Wealth Management first reported a position in Lincoln National in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Lincoln National position peaked at $678K in Q3 2018.
- 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.