Geneos Wealth Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $393K | Buy |
2,570
+1,011
| +65% | +$181K | 0.01% | 766 |
|
|
2025
Q4 | $324K | Sell |
1,559
-171
| -10% | -$31K | 0.01% | 783 |
|
|
2025
Q3 | $308K | Buy |
1,730
+252
| +17% | +$50.5K | 0.01% | 776 |
|
|
2025
Q2 | $351K | Sell |
1,478
-987
| -40% | -$272K | 0.01% | 812 |
|
|
2025
Q1 | $698K | Buy |
2,465
+1,288
| +109% | +$473K | 0.01% | 781 |
|
|
2024
Q4 | $450K | Sell |
1,177
-197
| -14% | -$64.3K | 0.02% | 620 |
|
|
2024
Q3 | $373K | Buy |
1,374
+357
| +35% | +$94.7K | 0.01% | 618 |
|
|
2024
Q2 | $304K | Buy |
1,017
+70
| +7% | +$23.4K | 0.01% | 604 |
|
|
2024
Q1 | $370K | Sell |
947
-4
| -0.4% | -$1.85K | 0.02% | 560 |
|
|
2023
Q4 | $486K | Buy |
951
+18
| +2% | +$7.78K | 0.02% | 489 |
|
|
2023
Q3 | $360K | Buy |
933
+29
| +3% | +$11.1K | 0.02% | 537 |
|
|
2023
Q2 | $342K | Buy |
+904
| New | +$334K | 0.02% | 553 |
|
|
2022
Q3 | – | Sell |
-51
| Closed | -$13K | – | 2340 |
|
|
2022
Q2 | $13K | Buy |
51
+30
| +143% | +$9.61K | ﹤0.01% | 1859 |
|
|
2022
Q1 | $7K | Sell |
21
-189
| -90% | -$61.5K | ﹤0.01% | 2230 |
|
|
2021
Q4 | $82K | Buy |
210
+61
| +41% | +$26.1K | ﹤0.01% | 1247 |
|
|
2021
Q3 | $85K | Buy |
149
+1
| +0.7% | +$401 | ﹤0.01% | 1237 |
|
|
2021
Q2 | $54K | Sell |
148
-127
| -46% | -$41.8K | ﹤0.01% | 1439 |
|
|
2021
Q1 | $92K | Hold |
275
| – | – | ﹤0.01% | 1340 |
|
|
2020
Q4 | $46K | Buy |
275
+127
| +86% | +$44.1K | ﹤0.01% | 1493 |
|
|
2020
Q3 | $46K | Sell |
148
-28
| -16% | -$9.34K | ﹤0.01% | 1288 |
|
|
2020
Q2 | $50K | Sell |
176
-738
| -81% | -$189K | ﹤0.01% | 1214 |
|
|
2020
Q1 | $172K | Buy |
914
+242
| +36% | +$54.1K | 0.01% | 656 |
|
|
2019
Q4 | $154K | Buy |
672
+227
| +51% | +$48.4K | 0.01% | 797 |
|
|
2019
Q3 | $84K | Buy |
445
+2
| +0.5% | +$374 | 0.01% | 957 |
|
|
2019
Q2 | $79K | Buy |
443
+285
| +180% | +$49.5K | ﹤0.01% | 996 |
|
|
2019
Q1 | $25K | Sell |
158
-95
| -38% | -$13.9K | ﹤0.01% | 1464 |
|
|
2018
Q4 | $30K | Buy |
253
+143
| +130% | +$19.2K | ﹤0.01% | 1332 |
|
|
2018
Q3 | $17K | Sell |
110
-116
| -51% | -$15.9K | ﹤0.01% | 1651 |
|
|
2018
Q2 | $28K | Buy |
+226
| New | +$24.1K | ﹤0.01% | 1311 |
|
|
2017
Q4 | – | Sell |
-6,962
| Closed | -$433K | – | 2196 |
|
|
2017
Q3 | $433K | Buy |
6,962
+10
| +0.1% | +$602 | 0.04% | 328 |
|
|
2017
Q2 | $414K | Sell |
6,952
-370
| -5% | -$19.3K | 0.04% | 328 |
|
|
2017
Q1 | $379K | Hold |
7,322
| – | – | 0.04% | 336 |
|
|
2016
Q4 | $475K | Buy |
+7,322
| New | +$437K | 0.06% | 258 |
|
Other funds holding LULU
VCM
VPM
Geneos Wealth Management's LULU Position: Q1 2026 in Review
Geneos Wealth Management increased its lululemon athletica (LULU) stake by 65% in Q1 2026, buying an estimated $181K and bringing the position to 2,570 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #766.
Geneos Wealth Management first reported a position in LULU in Q4 2016 and has held it in 33 quarters since. The position peaked at $698K in Q1 2025. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.
- Geneos Wealth Management held 2,570 shares of lululemon athletica worth $393K as of Q1 2026.
- Geneos Wealth Management bought 1,011 lululemon athletica shares in Q1 2026, an estimated $181K.
- lululemon athletica made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #766 holding.
- Geneos Wealth Management first reported a position in lululemon athletica in Q4 2016 and has held it in 33 quarters since.
- Geneos Wealth Management's lululemon athletica position peaked at $698K in Q1 2025.
- 948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.