Geneos Wealth Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $653K | Sell |
1,507
-56
| -4% | -$17K | 0.01% | 651 |
|
|
2026
Q1 | $334K | Buy |
1,563
+323
| +26% | +$72.2K | 0.01% | 807 |
|
|
2025
Q4 | $212K | Sell |
1,240
-6
| -0.5% | -$933 | 0.01% | 907 |
|
|
2025
Q3 | $167K | Sell |
1,246
-2,675
| -68% | -$283K | ﹤0.01% | 960 |
|
|
2025
Q2 | $382K | Buy |
3,921
+669
| +21% | +$53.1K | 0.01% | 785 |
|
|
2025
Q1 | $236K | Buy |
3,252
+1,286
| +65% | +$101K | 0.01% | 851 |
|
|
2024
Q4 | $142K | Sell |
1,966
-14
| -0.7% | -$1.06K | 0.01% | 953 |
|
|
2024
Q3 | $162K | Buy |
1,980
+1,360
| +219% | +$118K | 0.01% | 827 |
|
|
2024
Q2 | $66K | Sell |
620
-36,880
| -98% | -$3.54M | ﹤0.01% | 982 |
|
|
2024
Q1 | $3.64M | Buy |
37,500
+36,880
| +5,948% | +$3.24M | 0.17% | 153 |
|
|
2023
Q4 | $48.6K | Sell |
620
-260
| -30% | -$17.7K | ﹤0.01% | 1070 |
|
|
2023
Q3 | $55.2K | Buy |
880
+50
| +6% | +$3.29K | ﹤0.01% | 1052 |
|
|
2023
Q2 | $53.4K | Buy |
830
+490
| +144% | +$27.6K | ﹤0.01% | 1061 |
|
|
2023
Q1 | $18K | Sell |
340
-240
| -41% | -$11.8K | ﹤0.01% | 1378 |
|
|
2022
Q4 | $24.4K | Hold |
580
| – | – | ﹤0.01% | 1275 |
|
|
2022
Q3 | $21K | Buy |
580
+130
| +29% | +$5.79K | ﹤0.01% | 1309 |
|
|
2022
Q2 | $17K | Buy |
450
+100
| +29% | +$4.76K | ﹤0.01% | 1755 |
|
|
2022
Q1 | $18K | Sell |
350
-1,070
| -75% | -$62.3K | ﹤0.01% | 1859 |
|
|
2021
Q4 | $102K | Buy |
1,420
+1,070
| +306% | +$67.1K | ﹤0.01% | 1159 |
|
|
2021
Q3 | $19K | Buy |
350
+200
| +133% | +$12.2K | ﹤0.01% | 1941 |
|
|
2021
Q2 | $9K | Sell |
150
-310
| -67% | -$19.6K | ﹤0.01% | 2232 |
|
|
2021
Q1 | $28K | Buy |
460
+30
| +7% | +$1.64K | ﹤0.01% | 1903 |
|
|
2020
Q4 | $22K | Buy |
430
+280
| +187% | +$11.8K | ﹤0.01% | 1848 |
|
|
2020
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 2260 |
|
|
2020
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q1 | $3K | Sell |
150
-2,250
| -94% | -$64.8K | ﹤0.01% | 2179 |
|
|
2019
Q4 | $70K | Sell |
2,400
-3,870
| -62% | -$103K | ﹤0.01% | 1094 |
|
|
2019
Q3 | $144K | Sell |
6,270
-120
| -2% | -$2.52K | 0.01% | 765 |
|
|
2019
Q2 | $120K | Sell |
6,390
-390
| -6% | -$7.4K | 0.01% | 839 |
|
|
2019
Q1 | $121K | Sell |
6,780
-420
| -6% | -$7.01K | 0.01% | 801 |
|
|
2018
Q4 | $97K | Buy |
7,200
+3,650
| +103% | +$52.3K | 0.01% | 842 |
|
|
2018
Q3 | $53K | Buy |
3,550
+700
| +25% | +$12K | ﹤0.01% | 1149 |
|
|
2018
Q2 | $49K | Sell |
2,850
-2,840
| -50% | -$54.7K | ﹤0.01% | 1053 |
|
|
2018
Q1 | $115K | Buy |
5,690
+3,000
| +112% | +$59.4K | 0.01% | 703 |
|
|
2017
Q4 | $49K | Hold |
2,690
| – | – | ﹤0.01% | 1001 |
|
|
2017
Q3 | $49K | Sell |
2,690
-2,070
| -43% | -$33.6K | ﹤0.01% | 952 |
|
|
2017
Q2 | $67K | Buy |
4,760
+2,370
| +99% | +$34.8K | 0.01% | 823 |
|
|
2017
Q1 | $30K | Sell |
2,390
-60
| -2% | -$705 | ﹤0.01% | 1085 |
|
|
2016
Q4 | $25K | Hold |
2,450
| – | – | ﹤0.01% | 1098 |
|
|
2016
Q3 | $23K | Buy |
2,450
+60
| +3% | +$546 | ﹤0.01% | 1089 |
|
|
2016
Q2 | $19K | Hold |
2,390
| – | – | ﹤0.01% | 1136 |
|
|
2016
Q1 | $19K | Buy |
+2,390
| New | +$17.4K | ﹤0.01% | 1105 |
|
Other funds holding LRCX
Geneos Wealth Management's LRCX Position: Q2 2026 in Review
Geneos Wealth Management reduced its Lam Research (LRCX) stake by 3.6% in Q2 2026, selling an estimated $17K and leaving 1,507 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #651.
Geneos Wealth Management first reported a position in LRCX in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.64M in Q1 2024. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Geneos Wealth Management held 1,507 shares of Lam Research worth $653K as of Q2 2026.
- Geneos Wealth Management sold 56 Lam Research shares in Q2 2026, an estimated $17K.
- Lam Research made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #651 holding.
- Geneos Wealth Management first reported a position in Lam Research in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Lam Research position peaked at $3.64M in Q1 2024.
- 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.