GWM
LUCK

Geneos Wealth Management’s Lucky Strike Entertainment LUCK Stock Holding History

Geneos Wealth Management’s Portfolio LUCK Stock Details LUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-500
Closed -$4.16K – 2547
2026
Q1 		$4.16K Buy
+500
New +$4.13K ﹤0.01% 2194

Other funds holding LUCK

AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geneos Wealth Management's LUCK Position: Q2 2026 in Review

Geneos Wealth Management sold out of Lucky Strike Entertainment (LUCK) in Q2 2026, closing a stake of 500 shares — an estimated $4.16K sold.

Geneos Wealth Management first reported a position in LUCK in Q1 2026 and held it in 1 quarter. The position peaked at $4.16K in Q1 2026. 54 funds tracked by Wall St. Rank hold LUCK as of Q2 2026.

  • Geneos Wealth Management reported no remaining Lucky Strike Entertainment position as of Q2 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 500 Lucky Strike Entertainment shares in Q2 2026, an estimated $4.16K.
  • Geneos Wealth Management first reported a position in Lucky Strike Entertainment in Q1 2026 and held it in 1 quarter.
  • Geneos Wealth Management's Lucky Strike Entertainment position peaked at $4.16K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Lucky Strike Entertainment as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.