Geneos Wealth Management’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $94.8K | Sell |
2,244
-20
| -0.9% | -$893 | ﹤0.01% | 1190 |
|
|
2025
Q4 | $94.8K | Buy |
2,264
+395
| +21% | +$23.2K | ﹤0.01% | 1163 |
|
|
2025
Q3 | $109K | Buy |
1,869
+80
| +4% | +$4.37K | ﹤0.01% | 1093 |
|
|
2025
Q2 | $92.8K | Sell |
1,789
-1,872
| -51% | -$100K | ﹤0.01% | 1282 |
|
|
2025
Q1 | $202K | Buy |
3,661
+1,962
| +115% | +$111K | ﹤0.01% | 1223 |
|
|
2024
Q4 | $114K | Sell |
1,699
-160
| -9% | -$11.9K | ﹤0.01% | 1020 |
|
|
2024
Q3 | $120K | Sell |
1,859
-781
| -30% | -$51.6K | ﹤0.01% | 911 |
|
|
2024
Q2 | $222K | Buy |
2,640
+2,201
| +501% | +$188K | 0.01% | 681 |
|
|
2024
Q1 | $46.8K | Hold |
439
| – | – | ﹤0.01% | 1088 |
|
|
2023
Q4 | $47.5K | Hold |
439
| – | – | ﹤0.01% | 1080 |
|
|
2023
Q3 | $40.6K | Hold |
439
| – | – | ﹤0.01% | 1136 |
|
|
2023
Q2 | $36K | Hold |
439
| – | – | ﹤0.01% | 1183 |
|
|
2023
Q1 | $45.9K | Buy |
439
+2
| +0.5% | +$198 | ﹤0.01% | 1107 |
|
|
2022
Q4 | $39K | Hold |
437
| – | – | ﹤0.01% | 1130 |
|
|
2022
Q3 | $33K | Sell |
437
-569
| -57% | -$44.5K | ﹤0.01% | 1173 |
|
|
2022
Q2 | $72K | Hold |
1,006
| – | – | ﹤0.01% | 1131 |
|
|
2022
Q1 | $60K | Sell |
1,006
-133
| -12% | -$8.26K | ﹤0.01% | 1297 |
|
|
2021
Q4 | $72K | Hold |
1,139
| – | – | ﹤0.01% | 1310 |
|
|
2021
Q3 | $71K | Buy |
1,139
+20
| +2% | +$1.35K | ﹤0.01% | 1319 |
|
|
2021
Q2 | $89K | Sell |
1,119
-1,240
| -53% | -$99.3K | ﹤0.01% | 1209 |
|
|
2021
Q1 | $189K | Sell |
2,359
-40
| -2% | -$3.15K | 0.01% | 983 |
|
|
2020
Q4 | $181K | Buy |
2,399
+1,240
| +107% | +$90.3K | 0.01% | 865 |
|
|
2020
Q3 | $75K | Sell |
1,159
-196
| -14% | -$12.6K | ﹤0.01% | 1065 |
|
|
2020
Q2 | $84K | Hold |
1,355
| – | – | ﹤0.01% | 996 |
|
|
2020
Q1 | $77K | Hold |
1,355
| – | – | 0.01% | 935 |
|
|
2019
Q4 | $116K | Sell |
1,355
-167
| -11% | -$13.5K | 0.01% | 893 |
|
|
2019
Q3 | $111K | Sell |
1,522
-266
| -15% | -$18.2K | 0.01% | 855 |
|
|
2019
Q2 | $113K | Buy |
1,788
+86
| +5% | +$5.67K | 0.01% | 861 |
|
|
2019
Q1 | $127K | Sell |
1,702
-252
| -13% | -$17.8K | 0.01% | 780 |
|
|
2018
Q4 | $143K | Sell |
1,954
-299
| -13% | -$22.9K | 0.01% | 716 |
|
|
2018
Q3 | $150K | Hold |
2,253
| – | – | 0.01% | 743 |
|
|
2018
Q2 | $154K | Sell |
2,253
-83
| -4% | -$5.43K | 0.01% | 635 |
|
|
2018
Q1 | $136K | Buy |
2,336
+66
| +3% | +$3.73K | 0.01% | 649 |
|
|
2017
Q4 | $128K | Buy |
2,270
+146
| +7% | +$7.69K | 0.01% | 669 |
|
|
2017
Q3 | $99K | Sell |
2,124
-118
| -5% | -$5.29K | 0.01% | 703 |
|
|
2017
Q2 | $98K | Sell |
2,242
-187
| -8% | -$8.21K | 0.01% | 686 |
|
|
2017
Q1 | $102K | Buy |
2,429
+120
| +5% | +$4.74K | 0.01% | 654 |
|
|
2016
Q4 | $87K | Buy |
+2,309
| New | +$78.7K | 0.01% | 650 |
|
Other funds holding LW
VPM
VCM
SV
JPM
CGC
Geneos Wealth Management's LW Position: Q1 2026 in Review
Geneos Wealth Management reduced its Lamb Weston (LW) stake by 0.88% in Q1 2026, selling an estimated $893 and leaving 2,244 shares worth $94.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.
Geneos Wealth Management first reported a position in LW in Q4 2016 and has held it in 38 quarters since. The position peaked at $222K in Q2 2024. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.
- Geneos Wealth Management held 2,244 shares of Lamb Weston worth $94.8K as of Q1 2026.
- Geneos Wealth Management sold 20 Lamb Weston shares in Q1 2026, an estimated $893.
- Lamb Weston made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1190 holding.
- Geneos Wealth Management first reported a position in Lamb Weston in Q4 2016 and has held it in 38 quarters since.
- Geneos Wealth Management's Lamb Weston position peaked at $222K in Q2 2024.
- 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.