Geneos Wealth Management’s Landstar System LSTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,430	Closed	-$205K	–	2531
2025 Q4	$205K	Sell	1,430 -50	-3%	-$6.66K	0.01%	916
2025 Q3	$181K	Buy	1,480 +1,205	+438%	+$160K	﹤0.01%	932
2025 Q2	$38.2K	Sell	275 -366	-57%	-$50.7K	﹤0.01%	1717
2025 Q1	$96.3K	Buy	641 +534	+499%	+$86.1K	﹤0.01%	1596
2024 Q4	$18.4K	Buy	107 +4	+4%	+$731	﹤0.01%	1767
2024 Q3	$19.5K	Buy	+103	New	+$19K	﹤0.01%	1568
2021 Q4	–	Sell	-261	Closed	-$41K	–	2828
2021 Q3	$41K	Hold	261	–	–	﹤0.01%	1578
2021 Q2	$41K	Hold	261	–	–	﹤0.01%	1577
2021 Q1	$44K	Hold	261	–	–	﹤0.01%	1699
2020 Q4	$44K	Buy	+261	New	+$34.2K	﹤0.01%	1518

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Geneos Wealth Management's LSTR Position: Q1 2026 in Review

Geneos Wealth Management sold out of Landstar System (LSTR) in Q1 2026, closing a stake of 1,430 shares — an estimated $205K sold.

Geneos Wealth Management first reported a position in LSTR in Q4 2020 and held it in 10 quarters. The position peaked at $205K in Q4 2025. 478 funds tracked by Wall St. Rank hold LSTR as of Q1 2026.

Geneos Wealth Management reported no remaining Landstar System position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 1,430 Landstar System shares in Q1 2026, an estimated $205K.
Geneos Wealth Management first reported a position in Landstar System in Q4 2020 and held it in 10 quarters.
Geneos Wealth Management's Landstar System position peaked at $205K in Q4 2025.
478 funds tracked by Wall St. Rank held Landstar System as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.