Geneos Wealth Management’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.66M | Sell |
11,250
-507
| -4% | -$132K | 0.06% | 318 |
|
|
2025
Q4 | $2.84M | Buy |
11,757
+203
| +2% | +$48.7K | 0.07% | 300 |
|
|
2025
Q3 | $2.9M | Buy |
11,554
+853
| +8% | +$210K | 0.07% | 286 |
|
|
2025
Q2 | $2.37M | Sell |
10,701
-9,288
| -46% | -$2.07M | 0.06% | 341 |
|
|
2025
Q1 | $4.66M | Buy |
19,989
+12,903
| +182% | +$3.17M | 0.07% | 316 |
|
|
2024
Q4 | $1.75M | Buy |
7,086
+6
| +0.1% | +$1.6K | 0.06% | 312 |
|
|
2024
Q3 | $1.92M | Buy |
7,080
+641
| +10% | +$155K | 0.07% | 292 |
|
|
2024
Q2 | $1.42M | Buy |
6,439
+125
| +2% | +$28.5K | 0.06% | 301 |
|
|
2024
Q1 | $1.61M | Sell |
6,314
-302
| -5% | -$69.4K | 0.07% | 278 |
|
|
2023
Q4 | $1.47M | Sell |
6,616
-334
| -5% | -$67.7K | 0.07% | 267 |
|
|
2023
Q3 | $1.44M | Buy |
6,950
+168
| +2% | +$37.8K | 0.07% | 259 |
|
|
2023
Q2 | $1.53M | Buy |
6,782
+203
| +3% | +$42.2K | 0.08% | 247 |
|
|
2023
Q1 | $1.32M | Buy |
6,579
+91
| +1% | +$18.5K | 0.08% | 257 |
|
|
2022
Q4 | $1.29M | Buy |
6,488
+5
| +0.1% | +$999 | 0.08% | 232 |
|
|
2022
Q3 | $1.22M | Sell |
6,483
-6,225
| -49% | -$1.21M | 0.08% | 222 |
|
|
2022
Q2 | $2.25M | Sell |
12,708
-2,877
| -18% | -$555K | 0.11% | 195 |
|
|
2022
Q1 | $3.15M | Sell |
15,585
-429
| -3% | -$98.7K | 0.14% | 169 |
|
|
2021
Q4 | $4.14M | Sell |
16,014
-11,067
| -41% | -$2.63M | 0.16% | 148 |
|
|
2021
Q3 | $5.52M | Sell |
27,081
-225
| -0.8% | -$44.8K | 0.21% | 110 |
|
|
2021
Q2 | $5.34M | Sell |
27,306
-1,305
| -5% | -$255K | 0.21% | 113 |
|
|
2021
Q1 | $5.61M | Sell |
28,611
-344
| -1% | -$59K | 0.16% | 153 |
|
|
2020
Q4 | $5.4M | Buy |
28,955
+7,005
| +32% | +$1.14M | 0.22% | 109 |
|
|
2020
Q3 | $3.51M | Sell |
21,950
-5,436
| -20% | -$837K | 0.18% | 131 |
|
|
2020
Q2 | $3.54M | Sell |
27,386
-1,058
| -4% | -$121K | 0.2% | 120 |
|
|
2020
Q1 | $2.47M | Buy |
28,444
+6,878
| +32% | +$752K | 0.17% | 139 |
|
|
2019
Q4 | $2.59M | Sell |
21,566
-263
| -1% | -$30.1K | 0.14% | 173 |
|
|
2019
Q3 | $2.39M | Sell |
21,829
-1,429
| -6% | -$151K | 0.14% | 165 |
|
|
2019
Q2 | $2.36M | Sell |
23,258
-1,158
| -5% | -$122K | 0.15% | 160 |
|
|
2019
Q1 | $2.67M | Sell |
24,416
-1,796
| -7% | -$179K | 0.18% | 151 |
|
|
2018
Q4 | $2.41M | Sell |
26,212
-1,624
| -6% | -$157K | 0.18% | 146 |
|
|
2018
Q3 | $3.2M | Sell |
27,836
-1,075
| -4% | -$112K | 0.21% | 132 |
|
|
2018
Q2 | $2.76M | Sell |
28,911
-7,279
| -20% | -$659K | 0.22% | 121 |
|
|
2018
Q1 | $3.17M | Buy |
36,190
+7,287
| +25% | +$690K | 0.28% | 95 |
|
|
2017
Q4 | $2.69M | Sell |
28,903
-3,241
| -10% | -$268K | 0.24% | 109 |
|
|
2017
Q3 | $2.57M | Buy |
32,144
+2,194
| +7% | +$168K | 0.26% | 112 |
|
|
2017
Q2 | $2.32M | Sell |
29,950
-1
| -0% | -$82 | 0.24% | 106 |
|
|
2017
Q1 | $2.46M | Buy |
29,951
+10,910
| +57% | +$835K | 0.26% | 100 |
|
|
2016
Q4 | $1.35M | Buy |
19,041
+218
| +1% | +$15.4K | 0.18% | 125 |
|
|
2016
Q3 | $1.36M | Sell |
18,823
-649
| -3% | -$50.5K | 0.18% | 129 |
|
|
2016
Q2 | $1.55M | Sell |
19,472
-1,077
| -5% | -$83.3K | 0.22% | 105 |
|
|
2016
Q1 | $1.57M | Buy |
+20,549
| New | +$1.45M | 0.24% | 103 |
|
Other funds holding LOW
VCM
VPM
Geneos Wealth Management's LOW Position: Q1 2026 in Review
Geneos Wealth Management reduced its Lowe's Companies (LOW) stake by 4.3% in Q1 2026, selling an estimated $132K and leaving 11,250 shares worth $2.66M. The position accounts for 0.06% of the portfolio, ranked #318.
Geneos Wealth Management first reported a position in LOW in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.61M in Q1 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.
- Geneos Wealth Management held 11,250 shares of Lowe's Companies worth $2.66M as of Q1 2026.
- Geneos Wealth Management sold 507 Lowe's Companies shares in Q1 2026, an estimated $132K.
- Lowe's Companies made up 0.06% of Geneos Wealth Management's portfolio in Q1 2026, its #318 holding.
- Geneos Wealth Management first reported a position in Lowe's Companies in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Lowe's Companies position peaked at $5.61M in Q1 2021.
- 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.